Completed Envelope Sync Interval (Deprecated)

A System setting to refresh data from DocuSign for a scheduled job in minutes on each hour. If more than one value is to be entered, must be comma separated values.

DocuSign Envelope Status Subscriber

Class names to be called by Envelope Status Sync job update extension objects.

Production Server Pod

Indicates which server the DocuSign connector points to, either DEMO server when using a sandbox account or PRODUCTION server. This setting depends on the Production Environment? setting which indicates whether it's a production or a development environment. Whereas this setting specifies the actual name of the server. You can now specify the value in the following format: https://<instance-name>.docusign.net/restapi/v2/

Email Body (Deprecated)

This field allows you to set the default Email Message to be sent for eSignature requests. The only static text is allowed in this field. You cannot add HTML text or merge fields.

Email Subject (Deprecated)

This field allows you to set the default Email Subject to be sent for eSignature requests. The only static text is allowed in this field. You cannot add HTML text or merge fields.

Frequency to run check eSignature status (Deprecated)

A System setting to refresh data from DocuSign for a scheduled job in minutes on each hour. If more than one value of frequency (in minutes) is to be entered, must be comma separated values.

In-Person Signers

This setting indicates that a signer is in the same physical location as a DocuSign user who will act as the signing host for the document signing. This recipient type can only be used if enabled for the DocuSign account associated with the Org. This must be selected to have the option available from the Signer Type list when selecting recipients. The In-person Signer passes control to a DocuSign user who can sign on their behalf.

MaxNumberOfSignerRole (Deprecated)

This setting sets the maximum number of Signer role fields that will be available in the document to be sent for eSignature.

Production Environment?

Selecting this check box indicates that the DocuSign production server is to be used. If it is unchecked it will connect to a demo server, regardless of what value is in Production Server Pod.

Recipient Status Sync Interval (Deprecated)

A System setting to refresh data from DocuSign for scheduled job in minutes on each hour. If more than one value is to be entered, must be comma separated values.

RetrieveAsCombinedDocument

Selecting this option generates a single PDF document containing all documents that were signed during the eSignature process. If this is not checked, each document will result in a separate PDF.

Select First Document Default

Checking this selects the most recently modified document in the agreement record's Notes & Attachments section as the document to be signed. If this is not checked, you can select one or more of the documents to be sent for eSignature.

This custom setting is overridden by Select All Attachments custom setting. For more information, refer to FAQs.

Sort Document Descending

Checking this sorts documents starting with which one has been updated most recently. If this is not checked, the documents are sorted based on how they are listed in Notes & Attachments.

Recipient Tabs Enabled

Tabs are specific to each recipient and designated for each recipient. Selecting this checkbox enables the Recipient Tabs for recipient addition or subtraction.

Add Attachments Enabled

Selecting this check box enables you to add additional attachments to be sent to recipients when you navigate to a Contract or a Proposal and click Send for Signature.

Add Recipients Enabled

Selecting this check box enables the Add Recipients button when you navigate to a Contract or a Proposal and click Send for Signature. The recipients you add receive the documents for eSignature.

For more information on disabling recipient configuration, refer to FAQs.

Auto Provision User Enabled

If the user you have logged-in with is not a DocuSign licensed user, the user cannot send a document for eSignature to intended recipients. Selecting this checkbox enables you to auto-provision the user as a DocuSign user account based on the licensing agreement and licenses rendered to your org by DocuSign.

Send for Signature Enabled

Selecting this check box enables the Send for eSignature button when you navigate to a Contract or a Proposal and click Send for Signature. Clicking this button sends the attached document to the specified recipients.

View In DocuSign Enabled

Selecting this check box enables the Finalize in DocuSign button when you navigate to a Contract or a Proposal and click Send for Signature. Clicking this button enables you to view the final document as it would appear to the recipients with the custom fields (DocuSign tabs) enabled.

Http Timeout

Adjusts the Http call timeout limit. The default value for this field is 30,000 (milliseconds) and the maximum value is 120,000.

For more information on the behavior of this setting, refer to FAQs.

Include Certificate

Selecting this check box retrieves a PDF containing the DocuSign Certificate of Completion after signing. Works in combination with Retrieve as a Combined Document setting.

For more information on the behavior of this setting, refer to FAQs.

Edit Email Enabled

Selecting this check box enables the user to edit the Email Subject and Email Body. The Preview button is also visible and you can resolve any merge fields in the email subject and email body. When disabled, the user will not be able to edit the email subject and email body and preview button is disabled.

Recipient Roles Enabled

Selecting this check box enables the users to make the tagging order explicit by selecting the recipient role name while adding a recipient. When enabled, users will see an additional option list to select the role name for the recipient on the Add Recipient view.

Remove Recipient Ordering

Selecting this check box enables the user to remove the order buttons from Add Recipient screen. When disabled, arrow buttons will be visible and affect the tagging order.

Note: When Recipient Roles Enabled check box is selected, Remove Recipient Ordering is ignored.

Sync Apttus Created Envelopes Only

Selecting this checkbox will sync only Apttus created Envelopes when you run a batch job.

One-Click Send

Selecting this check box enables you to send documents with a single click. Your agreement or quote/proposal must have at least one attachment in the Notes and Attachments section, and one recipient in DocuSign Recipients related list. When the user clicks SendforeSignature, the document in the Notes & Attachment section is sent to the default recipient.

Profiles Enabled for Finalize

This system property works only if View in DocuSign Enabled check box is selected. Finalize in DocuSign button will be visible only to the profiles mentioned in this system property.

You must enter the name of the Profiles for which you want to display the View in Finalize button. You can enter multiple profile names, separated by commas. The character limit for this text box is 255 characters only, as defined by Salesforce.

For example, if you have selected View in DocuSign Enabled checkbox and you mention System Administrator, Platform User in Profiles Enabled for Finalize, then all the users of both mentioned profiles will be able to view Finalize in DocuSign button while sending the document for eSignature.

However, if you have selected View in DocuSign Enabled checkbox and you leave the Profiles Enabled for Finalize system property blank, then all the users will be able to view Finalize in DocuSign button while sending the document out for eSignature.

Profiles Enabled for Finalize 2

Comma-separated names of the user profiles that need to see the Finalize in DocuSign button on the DocuSign Console. The character limit for this text box is 255 characters. This system property is useful if the number of user profiles that you need to register cannot be accommodated in 255 characters provided by the system property, Profiles Enabled for Finalize. This system property provides an additional 255 characters extending the total character count to 510 characters.

Profiles Enabled for Finalize 3

Comma-separated names of the user profiles that need to see the Finalize in DocuSign button on the DocuSign Console. The character limit for this text box is 255 characters. This system property is useful if the number of user profiles that you need to register cannot be accommodated by the system properties, Profiles Enabled for Finalize and Profiles Enabled for Finalize 2. This system property provides an additional 255 characters extending the total character count to 765 characters.

Use Default Reminders & Expiration

Selecting this check box enables you to set default values for the Reminders and Expiration days on the Additional Details page. When you select this check box, the users will not be able to view the fields pertaining to Reminders and Expiration on the Additional Details page.

If you have unchecked this custom setting and the user leaves blank values on the Additional Details page, the default values that are set in Reminders and Expiration in DocuSign account are used by the system.

If you have unchecked this custom setting and the user enters some values on the Additional Details page, the values entered by the user are used by the system.

DocuSign Templates Enabled

Selecting this check box enables you to load the DocuSign Templates into Conga. You can then use the templates that you have created in DocuSign.

When checked, Agreement Template drop-down menu is visible on the Additional Details page. If your system admin has enabled your profile for template selection, you can select the templates that you have created in DocuSign.

When unchecked, Agreement Template drop-down menu is not visible on the Additional Details page.

Profiles Enabled for Template Selection

You must have selected DocuSign Templates Enabled checkbox to use this custom setting.

Enter the Profile names of all the profiles for which you want to enable the template selection. You can enter multiple profiles separated by a comma.

If you do not mention any profile names in this custom setting, all profiles are enabled for template selection.

For example, System Administrator, Gold User, Standard User

DocuSign Batch Processing Disabled

This flag indicates whether to use Apex batch job to process DocuSign eSignature request or not. If set to true, the request is processed synchronously. The default is unchecked.

Name

Enter ProposalWorkflow. For the quote integration to work as expected, this needs to be the value.

DocuSign Envelope Status Subscriber

Class names to be called byEnvelope Status Sync job update extension objects.

Forversion 1.6 and higher, use the value Apttus_QPDSign.QPDocuSignEnvelopeStatusSubscriber2.

For versions 1.5 and lower use the value Apttus_QPDSign.QPDocuSignEnvelopeStatusSubscriber.

Name

Enter Contract Management Workflow. For the agreement integration to work as expected, this needs to be the value.

DocuSign Envelope Status Subscriber

Class names to be called byEnvelope Status Sync job update extension objects.

For versions 1.6 and higher, use the value Apttus_CMDSign.CMDocuSignEnvelopeStatusSubscriber2.

For versions 1.5 and lower, use the value Apttus_CMDSign.CMDocuSignEnvelopeStatusSubscriber.

Version Support Subscriber

Enter the name of the Callback class to be used for enabling Executed Document Versioning.

Use the value Apttus_CMDSign.CMVersionSupportSubscriber

Name

Description

Auto Select Attachment?

This option is overridden by Select First Document Default setting in DocuSign System Properties. If set to true, the Select First Document Default setting property auto-selects the latest modified attachment from the parent document.

The system will show the Read-Only selection on the Preview screen.

Specify the following validation message:

If this option is selected, and the user has not selected any attachment on the parent document, and an eSignature request is initiated then show "No attachments available for eSignature. Add an attachment before initiating eSignature request".

Enable Document Preview in DocuSign App

Selecting this check box enables a preview of the document to be sent before you actually send the document out for eSignature.

Auto Select Recipient Field

If this option is selected,

The default recipient from the contact field is displayed on the eSignature envelope.

This field requires the API name of a field containing the recipient you would like to have auto-selected when sending a document for eSignature. You must ensure this user has an email address, as you cannot edit them once they have been added. For instance, you can enter Apttus_Proposal__Primary_Contact__c or Apttus__Primary_Contact__c to have the primary contact on the proposal or agreement record added automatically as a recipient. You should then ensure the agreement record has a valid user with an email address in that field.

The read-only list of recipients once an eSignature request is initiated.

When Auto-Select Attachment is not selected, the user is redirected to the Select Attachment screen.

If this option is not selected, you can select recipients when an eSignature request is initiated.'

Select Attachments from Related/Sibling

Selecting this check box fetches the documents from the Notes & Attachments related list of all the related or sibling agreements.

Auto-Select Multiple Recipients?

Selecting this checkbox allows you to specify a list of recipients that will be defaulted for the eSignature.

To use this option, add DocuSign Recipients related list on the agreement or quote and specify the list for each agreement or quote.

If this option is selected, the default recipient from the DocuSign Recipients related list is fetched and populated on the eSignature envelope.

If this option is not selected, you can select recipients when an eSignature request is initiated.

One Click Send

Selecting this check box enables One Click Send feature to directly send the document foreSignatureusing just one click.

Note: To use this feature, there must be at least one attachment in the Notes & Attachments related list and one contact in the DocuSign Recipient related list.

Filter RSPC By Primary Agreement Status

Selecting this check box filters the documents from related, sibling, parent, and child agreements by Primary Agreement Status for the Add Attachments screen.

Update RSPC Agreement Status

Selecting this check box updates the Agreement Status of related, sibling, parent, and child agreements along with Primary Agreement Status.

Select All Attachments

Selecting this checkbox will auto-select all the attachments on the Add Attachment page. This custom setting overrides the Select First Document Default custom setting.

If you have checked Select First Document Default custom setting and checked Select All Attachments custom setting, all documents on the Add Attachments page will be auto-selected.

If you have unchecked Select First Document Default custom setting and checked Select All Attachments custom setting, all documents on the Add Attachments page will be auto-selected.

If you have unchecked Select First Document Default custom setting and unchecked Select All Attachments custom setting, none of the documents on the Add Attachments page get selected.

If you have checked Select First Document Default custom setting and unchecked Select All Attachments custom setting, only the first document on the Add Attachments page will be auto-selected.

Auto Select Attachment?

This property allows to auto-select latest modified attachment from the parent document.

If set to true,

The system will auto-select the latest modified document.

The system will show the Read-Only selection on the Preview screen.

• If Auto-Select Recipient (one or multiple) is not selected, the user is navigated to the Select Recipient page.

Specify the following validation message:

If this option is selected, and the user has not selected any attachment on the parent document, and an eSignature request is initiated then show "No attachments available for eSignature. Add an attachment before initiating eSignature request".

Enable Document Preview in DocuSign App

Selecting this check box enables a preview of the document to be sent before you actually send the document out for eSignature.

Auto Select Recipient Field

If this option is selected,

The default recipient from the contact field is displayed on the eSignature envelope.

This field requires the API name of a field containing the recipient you would like to have auto-selected when sending a document for eSignature. You must ensure this user has an email address, as you cannot edit them once they have been added. For instance, you can enter Apttus_Proposal__Primary_Contact__c or Apttus__Primary_Contact__c to have the primary contact on the proposal or agreement record added automatically as a recipient. You should then ensure the agreement record has a valid user with an email address in that field.

The read-only list of recipients once an eSignature request is initiated.

When Auto-Select Attachment is not selected, the user is redirected to the Select Attachment screen.

If this option is not selected, you can select recipients when an eSignature request is initiated.'

Select Attachments from Related/Sibling

Selecting this check box fetches the documents from the Notes & Attachments related list of all the related or sibling agreements.

Auto-Select Multiple Recipients?

Selecting this checkbox allows you to specify a list of recipients that will be defaulted for the eSignature.

To use this option, add DocuSign Recipients related list on the agreement or quote and specify the list for each agreement or quote.

If this option is selected, the default recipient from the DocuSign Recipients related list is fetched and populated on the eSignature envelope.

If this option is not selected, you can select recipients when an eSignature request is initiated.

eSignature Strict Mode

For future release.

One Click Send

Selecting this check box enables One Click Send feature to directly send the document for eSignature using just one click.

Note: To use this feature, there must be at least one attachment in the Notes & Attachments related list and one contact in the DocuSign Recipient related list.

Select All Attachments

Selecting this checkbox will auto-select all the attachments on the Add Attachment page. This custom setting overrides the Select First Document Default custom setting.

If you have checked Select First Document Default custom setting and checked Select All Attachments custom setting, all documents on the Add Attachments page will be auto-selected.

If you have unchecked Select First Document Default custom setting and checked Select All Attachments custom setting, all documents on the Add Attachments page will be auto-selected.

If you have unchecked Select First Document Default custom setting and unchecked Select All Attachments custom setting, none of the documents on the Add Attachments page get selected.

If you have checked Select First Document Default custom setting and unchecked Select All Attachments custom setting, only the first document on the Add Attachments page will be auto-selected.