With the DocuSign Services User 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 User Guide is designed to provide administrators with information on setting up DocuSign. It covers information, step-by-step instructions, and use cases for the features provided by DocuSign Services.
Primary AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers
IT EnvironmentRefer to the latest Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, refer to What's New in User Guide topic.
Other Resources
  • Conga CLM User Guide: Refer to this guide to set-up the entire contract management process.
  • DocuSign Services Administrator 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: 

  • eSignature Workflow
  • Sending documents for eSignatures 
  • Checking eSignature status
  • Recalling an eSignature request
  • Viewing Signed documents

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.