Create Electronic Signature Envelope Configurations for Standard and Custom Objects

You can create default reminders and expiration timeframes for envelopes submitted for e-signature from the Electronic Signature Envelop Config.

1. From Setup, in the Quick Find box, enter Electronic Signature Envelope.
2. Click Electronic Signature Envelope Config.
3. Click New.
4. Enter these details for your object:
   1. Target Object Name: Select your object.
   2. Vendor: DocuSign
   3. Activate Expiration Enabled and set the Expiration Period and Expiration Warning Period.
   4. Activate Reminder Enabled and set the First Reminder Period and Reminder Interval Period.
   5. Select Vendor Default Notification Enabled.
   6. Save your changes.