Subsequently, you have installed the packages and ensured that the correct users have access to the functionality, you can configure the options that are generally set once and then left alone. While the system properties can be altered at any time, typically you want to set them up to work best with your business requirements. The system properties fall into three different categories: sync settings, server settings, and changing document settings. You can utilize the Translation Workbench to change the Email Subject and Email Body text.

  • DocuSign Permissions
    The permissions need granted to User Profiles associated with users working with DocuSign. If you do not grant these permissions, the DocuSign Users may face issues while using and configuring DocuSign Services.
  • Associating a user to a DocuSign account
    Once you have created an account and added users in DocuSign, you must associate those users to the users in Conga.
  • Auto-Provisioning a DocuSign User
    If the user who logged into the Salesforce org is not a registered DocuSign user, you as an Administrative user can configure the system to provide them an account using the Salesforce Org. 
  • eSignature Buttons for the Agreement and Quote/Proposal Object
    To initiate the DocuSign signature process and later check the signature status, you must have the relevant buttons available on the Agreement and Proposal object.
  • Server Configuration
    Basic server configuration includes both System Properties and Remote Site Settings that must be configured.
  • Changing Document Options
    These properties are used to control how you want to work with the documents that are sent for eSignature.
  • Setting Default Recipient Properties
    You can configure default recipients who receive the agreement or contract for signature.
  • System Properties Reference Table
    The Comply and DocuSign System Properties referenced throughout this chapter, are also listed here.
  • Configuring Email Text
    You can change the default text that is used in the email subject and email body sent to signatories, by changing System Properties that are used to provide that email text.
  • Adding DocuSign Recipients Related List
    For an agreement or a proposal that you send for eSignature, you can add and configure a list of default recipients who will receive the agreement or proposal. This section lists the procedures to add the default recipients related list to your Agreement or Proposal and to change the page layout assignments.