To configure the Webhook for DocuSign settings, you must add the settings to both the DocuSign Account and your Salesforce organization.
DocuSign Account Configuration
Login to your DocuSign account.
Navigate to Settings. In the options menu on the left under Integrations, click Connect.
Click the Add Configuration and select Salesforce from the dropdown.
In the popup menu, follow the steps to choose your SOAP Web Services API Version and Environment, then input your Salesforce Username, Password, and Security Token.
Once your Salesforce account is configured, enable the following settings:
System Settings
Enable Log {maximum 100}
Require Acknowledgement
Use Content Files
Associated Users
All Users
Connect Objects
Click New Object, give it the Object Name "DocuSign Envelope Recipient Status" and select DocuSign Envelope Recipient Status from the Select Salesforce Object dropdown. Add the following values:
Select Where
Docusign Field
Salesforce Field
Envelope ID
DocuSign Envelope Id (Upper) ( string )
Recipient Email
Email ( email )
Update Fields
Recipient Status
Webhook Status ( string )
Click Save
Trigger Events - Recipient Events:
Recipient Signed/Completed
Recipient Declined
Salesforce Configuration
Navigate to Salesforce Setup > Custom Settings > DocuSign System Properties.
Enable the following setting: Docusign Webhook Enabled.