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Vlocity Contract Lifecycle Management
Add Generic DocuSign Envelopes To Record Pages

Add Generic DocuSign Envelopes To Record Pages

To track the progress of your eSignatures, you can add the Generic DocuSign Envelopes section to record pages.

  1. Go to the page to which you want to add the Generic DocuSign Envelope section (Example: Quotes).
  2. From Setup, choose Edit Object.
  3. Click Page Layouts.
  4. Click the name of the page layout.
  5. Click Related Lists.
  6. Drag and drop Generic DocuSign Envelopes to the page layout.
    The Generic DocuSign Envelopes list on the Related Lists palette.
  7. Save the layout.

    Now you're able to see the status of the generic DocuSign envelopes.

    The Generic DocuSign Envelopes related list on the Quotes page.
 
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