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Managing Multiple Environments
. DocuSign If you use DocuSign, you must disconnect the production DocuSign account from the development or test environment immediately after creating it. You can set up a development DocuSign account afterward if needed, and then link the development KB to that dev account. These steps should be taken each time you25.2 Release Notes
, you can enter multiple search terms separated by a comma. Improved DocuSign event tracking and separate Certificates of Completion This release includes two improvements to your DocuSign integration: The new Latest Event field tracks a more granular list of events, so you can see what last occurredeSigning Integrations
integrates with both DocuSign and Adobe Sign for electronic signature purposes. This article describes the pricing, user handling, and other differences between the two options. User Handling DocuSign: DocuSign has a Send On Behalf Of Rights (API) option that allows multiple DocuSign Users to create and send25 Release Notes
the steps 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 anyIntegration Actions
support session keys. For more information on Bomgar integration, see Integrating with Bomgar Remote Support. Create DocuSign Envelope Action This action type is used for creating and processing DocuSign envelopes. The action allows users to define the characteristics of a DocuSign envelope and its recipients and createsIntegrating with Other Systems
number of Single Sign-On providers. Document management via DocuSign, Adobe Sign Integration, MS Office API Support, and Direct File Edit. Human resourceContracts Table
Contracts and Amendments section. Signature Tab The Signature tab contains fields for contract document signers, and contains all fields related to DocuSign … in order to create envelopes. Before using either DocuSign or Adobe Sign, you will need to configure the integration by going to Setup > Integration and choosingContracts Table
The Signature tab contains fields for contract document signers, and contains all fields related to DocuSign and Adobe Sign. If you are not using either system … returning to the Signature tab in order to create envelopes. Before using either DocuSign or Adobe Sign, you will need to configure the integration by goingCreating Document Templates with the Word App
a document template with the right kind of contracts. eSignature Type: Select whether this document template is signed using Adobe Sign or DocuSign. ClickGlobal Variables List
The following lists detail all of the global variables. For general information about how global variables work, refer to the Variables page. Some global variables have been relocated to the Security wizard. Power-User Specific Global Variables List The following list contains all of the global variables that exist