For an agreement or a proposal that you send to the signer for signature, you can add and configure a list of recipients who receive the agreement or proposal. This section provides the procedures to add the recipients related list to your Agreement or Proposal and to change the page layout assignments.

To add DocuSign recipients related list

  1. Click the Agreements tab, select an agreement and click the Edit Layout link.
  2. From the layout pane, click Related Lists.

  3. Drag and drop DocuSign Recipients in the Related Lists area.

    Do not drag and drop DocuSign Default Recipients (Deprecated) related list.

  4. In the DocuSign Recipients related list added, click  to configure the fields for the default recipients.
  5. From the Available list, select Recipient type, Contact, User, Recipient First Name, Last Name, Email, and Signing Order and any additional fields that you require.
  6. Click the  icon.
  7. Specify the layouts in which you want the changes to be applicable.
  8. Expand Buttons, to view the button properties available for the related list.

  9. Deselect the New checkbox and add New eSigner - Agreement to the Selected Buttons list.

    You are recommended to use the custom button New eSigner - Agreement when working in Classic mode and to use the default New button when working in Lightning Experience enabled mode.

  10. Click OK.
  11. Click Save.

The DocuSign Recipient list is available on the Agreement with the configured column and button properties visible. You can perform the same steps on Quote or Proposal Object.

To change page layouts

  1. Go to Setup > Build > Create > Objects and select the DocuSign Recipient object.
  2. In the Page Layouts related list, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. Specify the profiles and the page layout to be used against the profile.
  5. Click Save.

The page layout changes are applicable for the profiles against which they are set.