With the DocuSign Services Administrator Guide, you can find out how DocuSign Adapter works and how to manage your organization's and your customers' eSignature workflows.



What's CoveredDocuSign Services Administrator Guide is designed to provide administrators with information on configuring and setting up DocuSign.
Primary AudienceContract Manager, DocuSign Administrator
IT Environment Refer to the latest Release Notes for information on System Requirements and Supported Platforms.
Updates For a comprehensive list of updates to this guide for each release, refer to What's New in Administrator Guide topic.
Other Resources 
  • Conga CLM User Guide: Refer to this guide to set-up the entire contract management process.
  • DocuSign Services User Guide: Refer to this guide to set-up the entire DocuSign process.
  • X-Author for Contracts User Guide: Refer to this guide for detailed instructions on setting up templates and editing agreement documents.

 This guide describes the following tasks:

  • Installing DocuSign
  • Configuring Templates
  • Configuring tags in DocuSign
  • Adding custom fields to envelope
  • Configuring signer groups

Before using DocuSign Services, you must be familiar with the following:

  • Basic Salesforce administration
  • Salesforce and Conga terms and definitions
  • Conga CLM administration

If you are new to DocuSign Services, begin here: About DocuSign Services and Overview.