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  1. DocuSign Users Table

    This table holds a record for each Agiloft user who can send documents to DocuSign. Each record must have a valid DocuSign login to enable sending. Use Case The DocuSign Administrator and DocuSign Users, or Senders, must have existing DocuSign logins. The user must also exist in the Employees table in Agiloft
    ITIL Documentation • Mar 25, 2021

  2. DocuSign Users Table

    This table holds a record for each   user who can send documents to DocuSign. Each record must have a valid DocuSign login to enable sending. Use Case The DocuSign Administrator and DocuSign Users, or Senders, must have existing DocuSign logins. The user must also exist in the Employees table in  . To set up
    Standard System Documentation • Mar 11, 2021

  3. DocuSign Recipients Table

    This table holds records that contain information about Recipients for a particular DocuSign Envelope. They are linked to the relevant DocuSign Envelope record, as well as to the Contract record from which the DocuSign Envelope record was generated. The DocuSign Envelope and DocuSign Recipients tables are usually
    Standard System Documentation • Feb 07, 2022

  4. DocuSign Tables Overview

    DocuSign is an e-signature provider that offers secure electronic signatures for digital documents. Agiloft's API is compliant with all DocuSign and e-signing requirement standards, provides embedded integration with DocuSign. Before configuring the Agiloft interface to use DocuSign, you need to set up a DocuSign
    ITIL Documentation • Mar 25, 2021

  5. DocuSign Recipients Table

    This table holds records that contain information about Recipients for a particular DocuSign Envelope. They are linked to the relevant DocuSign Envelope record, as well as to the Contract record from which the DocuSign Envelope record was generated. The DocuSign Envelope and DocuSign Recipients tables are usually
    ITIL Documentation • Mar 25, 2021

  6. DocuSign Signing Roles Table

    The DocuSign Signing Roles table holds records of the roles that are assigned as Signers and Recipients when a DocuSign envelope is created. The Standard … recipients from within the Action wizard, the admin selects from the list of DocuSign Signing Roles for each recipient. The role name is used in the DocuSign tags
    Standard System Documentation • Feb 07, 2022

  7. DocuSign Signing Roles Table

    The DocuSign Signing Roles table holds records of the roles that are assigned as Signers and Recipients when a DocuSign envelope is created. The Standard … recipients from within the Action wizard, the admin selects from the list of DocuSign Signing Roles for each recipient. The role name is used in the DocuSign tags
    ITIL Documentation • Mar 25, 2021

  8. create docusign envelope with quick edit.gif

    Help / … / DocuSign Integration • May 27, 2020

  9. What's New: Release 25.2

    by a comma. Improved DocuSign event tracking and separate Certificates of Completion This release includes two improvements to your DocuSign integration: The new … beyond the existing status fields. This field is available in both the DocuSign Envelopes and DocuSign Recipients tables. Simply add the field to your record layout
    Help • yesterday at 7:26 am

  10. What's New: Release 25

    at Salesforce Integration under the Picklist to Choice List section. DocuSign tags now support optional fields Configure your document templates with optional DocuSign tags that allow signers to skip them as needed. As part of this change, DocuSign tags offer several newly supported options. You can append any number
    Help • yesterday at 7:32 am