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Optional: Set Up DocuSign Functionality for CME Winter '22
To use DocuSign functionality for documents generated from the contracts object, you must complete these steps to set up DocuSign functionality.
CLM provides an Apex class called ContractEnvelopeStatusScheduler that you can schedule to poll DocuSign for statuses of envelopes submitted as part of the eSignature process. For details, see Scheduling a DocuSign Job to Poll for Document Signed Status.
If you want to set up DocuSign functionality for documents generated from other standard objects (quote, opportunity, and order), see Set Up Generic Documents For DocuSign eSignature .
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Create a user with a standard user profile.
Complete this procedure to create a user with the standard user profile.
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From Setup, in the Quick Find box, enter Users.
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Click Users.
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Click New User, and enter the following:
First Name: User
Last Name: Standard
Alias: ustan
Email: Email specific to your company
Username: The username specific to your company.
Nickname: A name specific to your company.
Profile: Standard User
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From Setup, click the Object Manager tab.
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Search for the User object, and click User.
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Click User Page Layouts.
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Click the dropdown arrow and choose Edit next to the User Layout name.
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In the User Layout fields section, click DocuSign Email.
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Drag and drop the DocuSign Email field into the Additional Information section below.
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Click Save.
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- Assign a manager or standard user with DocuSign account.
- Assign standard user as the manager for the system administrator user.
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Set up DocuSign remote site.
Set up your company's DocuSign remote site.
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From Setup, in the Quick Find box, enter Remote Site.
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Click Remote Site Settings.
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Click New Remote Site.
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Enter the following:
Remote Site Name
ContractRemoteSite
Remote Site URL
Your company's DocuSign URL (Example: https://demo.docusign.net)
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Select the Active checkbox.
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Click Save.
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Verify DocuSign Values for setup tab.
You probably already have these values set up, but verify them using this procedure.
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Using the App launcher, open OmniStudio DocuSign Setup.
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Click Modify DocuSign Configuration.
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Verify that the following fields are populated correctly, and add them if not.
Email: The DocuSign registered email that you used in the DocuSign Email field in the Standard User
Password: The password for the DocuSign user associated with the Standard User
Environment: Your company's DocuSign user environment
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Click Log In if you made changes.
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