Optional: Set Up DocuSign Functionality for HINS Spring '22

To use DocuSign functionality for documents generated from the contracts object, you must complete these steps to set up DocuSign.

1. Create a user with a standard user profile.
   1. From Setup, in the Quick Find box, enter Users.
   2. Click Users.
   3. 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

      

      Tip

      Make sure the following check boxes are cleared:

      • Salesforce CRM Content User

      • Receive Salesforce CRM Content Email Alerts

      • Receive Salesforce CRM Content Alerts as Daily Digest

   4. Click Save.
   5. From Setup, click the Object Manager tab.
   6. Search for the User object, and click User.
   7. Click User Page Layouts.
   8. Click the dropdown arrow and choose Edit next to the User Layout name.
   9. In the User Layout fields section, click DocuSign Email
   10. Drag and drop the DocuSign Email field into the Additional Information section below.
   11. Click Save.
2. Assign a manager or standard user with DocuSign account.
   1. From Setup, in the Quick Find box, enter users.
   2. Click Users.
   3. Next to the standard user, click Edit.
   4. Scroll down to the Additional Information section, and In the DocuSign Email field, enter the DocuSign registered email.
   5. Click Save.
3. Assign standard user as the manager for the system administrator user.
   1. From Setup, in the Quick Find box, enter Users.
   2. Click Users.
   3. Click Edit next to the system administrator user.
   4. Scroll down to Approver Settings.
   5. In the Manager field, select the Standard user you created previously.
   6. Click Save.
4. Set up your company's DocuSign remote site.
   1. From Setup, in the Quick Find box, enter Remote Site.
   2. Click Remote Site Settings.
   3. Click New Remote Site.
   4. Enter the following:

      • Remote Site Name: Remote Site URL

      • ContractRemoteSite: Your company's DocuSign URL (Example: https://demo.docusign.net).

   5. Select the Active checkbox.
   6. Click Save.
5. Configure DocuSign values for setup tab.

   If Omnistudio Perm is enabled in your org, configure DocuSign values for setup tab using named credentials. See Optional: Configure DocuSign Values for Setup Tab using Named Credentials for HINS Spring '22 and Later Releases.