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:

  1. Go to the DocuSign Admin tab.
  2. Click Users.
  3. 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!