DocuSign Integration Parameters

DocuSign delivers Conga Composer documents via email, much like Salesforce itself, but adds the ability to acquire, track, and file signatures using automatic anchor text and tags.

The integration parameters below only function with Composer solutions. They do not function with the DocuSign App Launcher. 

DocuSign lets you send documents electronically to collect electronic signatures from a recipient and update relevant data in your Salesforce account. Your recipient's sign, enter data, initial, and date your documents online and can update Salesforce automatically with signed documents and collected data. For more information visit http://sites.force.com/appexchange/listingDetail?listingId=a0N30000001taX4EAI

DocuSign is available separately on the AppExchange. You must subscribe to that service to use these integration parameters.

When using Conga products and DocuSign in a fully automated fashion (such as using the background parameter/value pair &DS7=17, Conga Trigger, or Conga Batch) the DocuSign Username and Salesforce User Email must match. If not, you will receive this error: Error: CreateEnvelope in DocuSignAPI. The UserID does not have a valid membership in this Account.

Parameters

• DocuSign7 specifies the version of DocuSign used with Composer.
• DocuSignBrandName specifies the brand name to use in DocuSign emails.
• DocuSignCustomField specifies the name of a DocuSign custom field.
• DocuSignCustomFieldValue specifies the value for a DocuSign custom field.
• DocuSignEmailSubject specifies the email subject.
• DocuSignEmailBody specifies text to appear in the body of the email.
• DocuSignEnableWetSign enables the Print & Sign option on the DocuSign envelope.
• DocuSignEndpoint enables a specific DocuSign Endpoint account to connect to the Composer button.
• DocuSignExpireIn specifies the number of days until the transaction expires.
• DocuSignExpireVoidEnv specifies whether the email envelope will automatically expire.
• DocuSignIgnoreOCR specifies whether to correlate Opportunity Contact Roles with DocuSign Roles.
• DocuSignR1AccessCode specifies a recipient's access code.
• DocuSignR1Email enables the Quick Add Recipient functionality with Conga. ​
• DocuSignR1EmailBlurb specifies the email Blurb for each specified recipient.
• DocuSignR1EmailSubject specifies the email subject for each of the recipients.
• DocuSignR1ID specifies the email recipient.
• DocuSignR1IdCheck initiates theDocuSign ID Check functionality in Conga.
• DocuSignR1IdCheckType specifies the authentication method to use for the DocuSign ID Check functionality in Conga.
• DocuSignR1IdCheckSMSPhone specifies a mobile phone number for an SMS authentication using the DocuSign ID Check functionality.
• DocuSignR1Language specifies the email language for each specified recipient.
• DocuSignR1Name enables the Quick Add Recipient functionality with Conga.
• DocuSignR1Role specifies the role for each specified recipient.
• DocuSignR1RoutingOrder specifies the routing order for each specified recipient.
• DocuSignR1SignNow enables the DocuSign Sign Now functionality with Conga.
• DocuSignR1SigningGroup enables the DocuSign Signing Group functionality with Conga.
• DocuSignR1SIPName specifies the Sign In-Person name on the envelope.
• DocuSignR1Type specifies the recipient type.
• DocuSignRelatedAccountID specifies the Account ID field on the DocuSign envelope.
• DocuSignRemindAgainIn specifies the reminder repeat frequency.
• DocuSignRemindIn specifies the number of days until the first reminder email is sent.
• DocuSignSendAsUserID specifies the email sender's ID.
• DocuSignSendReminders specifies whether to send email reminders.
• DocuSignTag redirects the browser to the DocuSign screen after a completed merge.
• DocuSignVisible includes DocuSign in the Composer dialog box Action picklist.
• DocuSignWarnIn specifies the number of days prior to expiration that Composer should send a reminder email.