Setting Up DocuSign for Salesforce
How to setup DocuSign for Salesforce.
You can integrate Conga Composer with DocuSign for Salesforce. The configuration steps for integrating with DocuSign for Salesforce 7 are different. For more information, see Integrating Composer with DocuSign for Salesforce 7 for more information.
To set up DocuSign for Salesforce:
- Go to the DocuSign Admin tab.
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Click Users.
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Select users and click Add Users.
This will assign a DocuSign license to the defined users.
You are now ready to integrate DocuSign for Salesforce and Conga Composer!
