Create Electronic Signature Configuration

The system admin must create and define four mandatory config type settings for the electronic signature configuration. It includes anchor string, signer roles, callout named credential, and eSign vendor account id.

1. From Setup, in the Quick Find box, enter Electronic Signature Configuration.
2. Click Electronic Signature Configuration.
3. Click New.
4. Enter these details:
   1. Vendor: DocuSign
   2. Group Type: Anchor Tab Setting
   3. Description: <optional, add a description for the configuration setting.>
   4. Config Type: Signer Roles
   5. Config Value: Signer1, Signer2, Signer3, Signer4, Signer5.
5. Click Create.
6. Repeat the steps for the other settings..