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Vlocity Contract Lifecycle Management
Optional: Configure DocuSign Values for Setup Tab from Omnistudio DocuSign Setup for Summer '22 and Earlier Releases

Optional: Configure DocuSign Values for Setup Tab from Omnistudio DocuSign Setup for Summer '22 and Earlier Releases

If Omnistudio Perm is not enabled in your org, configure DocuSign values for setup tab from Omnistudio DocuSign Setup.

  1. Using the App launcher, open Omnistudio DocuSign Setup.
  2. Click Modify DocuSign Configuration.
  3. 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.

  4. Click Log In, if you made changes.
 
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