This section describes the managed properties that are used throughout this document.

To configure DocuSign System Properties

  1. Go to Setup > Custom Code > Custom Settings > DocuSign System Properties.
  2. Click Manage.
  3. Click Edit for System Properties.

  4. You can enter one or more of the following property details. 

    NameDescription
    Completed Envelope Sync Interval (Deprecated)A System setting to refresh data from DocuSign for a scheduled job in minutes on each hour. If more than one value is to be entered, must be comma separated values.
    DocuSign Envelope Status SubscriberClass names to be called by Envelope Status Sync job update extension objects.
    Production Server PodIndicates which server the DocuSign connector points to, either DEMO server when using a sandbox account or PRODUCTION server. This setting depends on the Production Environment? setting which indicates whether it's a production or a development environment. Whereas this setting specifies the actual name of the server. You can now specify the value in the following format: https://<instance-name>.docusign.net/restapi/v2/
    Email Body (Deprecated)This field allows you to set the default Email Message to be sent for eSignature requests. The only static text is allowed in this field. You cannot add HTML text or merge fields.
    Email Subject (Deprecated) This field allows you to set the default Email Subject to be sent for eSignature requests. The only static text is allowed in this field. You cannot add HTML text or merge fields.
    Frequency to run check eSignature status (Deprecated)A System setting to refresh data from DocuSign for a scheduled job in minutes on each hour. If more than one value of frequency (in minutes) is to be entered, must be comma separated values. 
    In-Person Signers This setting indicates that a signer is in the same physical location as a DocuSign user who will act as the signing host for the document signing. This recipient type can only be used if enabled for the DocuSign account associated with the Org. This must be selected to have the option available from the Signer Type list when selecting recipients. The In-person Signer passes control to a DocuSign user who can sign on their behalf.
    MaxNumberOfSignerRole (Deprecated)This setting sets the maximum number of Signer role fields that will be available in the document to be sent for eSignature. 
    Production Environment? Selecting this check box indicates that the DocuSign production server is to be used. If it is unchecked it will connect to a demo server, regardless of what value is in Production Server Pod.
    Recipient Status Sync Interval (Deprecated)A System setting to refresh data from DocuSign for scheduled job in minutes on each hour. If more than one value is to be entered, must be comma separated values. 
    RetrieveAsCombinedDocument

    Selecting this option generates a single PDF document containing all documents that were signed during the eSignature process. If this is not checked, each document will result in a separate PDF.

    You can also combine documents based on the record type. To combine documents based on the record type, refer to Admin Objects topic in Conga CLM User Guide.

     Select First Document Default

    Checking this selects the most recently modified document in the agreement record's Notes & Attachments section as the document to be signed. If this is not checked, you can select one or more of the documents to be sent for eSignature.

    This custom setting is overridden by Select All Attachments custom setting. For more information, refer to FAQs.

    Sort Document DescendingChecking this sorts documents starting with which one has been updated most recently. If this is not checked, the documents are sorted based on how they are listed in Notes & Attachments.
    Recipient Tabs EnabledTabs are specific to each recipient and designated for each recipient. Selecting this checkbox enables the Recipient Tabs for recipient addition or subtraction.
    Add Attachments Enabled Selecting this check box enables you to add additional attachments to be sent to recipients when you navigate to a Contract or a Proposal and click Send for Signature.
    Add Recipients Enabled 

    Selecting this check box enables the Add Recipients button when you navigate to a Contract or a Proposal and click Send for Signature. The recipients you add receive the documents for eSignature.

    For more information on disabling recipient configuration, refer to FAQs.

    Auto Provision User EnabledIf the user you have logged-in with is not a DocuSign licensed user, the user cannot send a document for eSignature to intended recipients. Selecting this checkbox enables you to auto-provision the user as a DocuSign user account based on the licensing agreement and licenses rendered to your org by DocuSign.
    Send for Signature EnabledSelecting this check box enables the Send for eSignature button when you navigate to a Contract or a Proposal and click Send for Signature. Clicking this button sends the attached document to the specified recipients.
    View In DocuSign EnabledSelecting this check box enables the Finalize in DocuSign button when you navigate to a Contract or a Proposal and click Send for Signature. Clicking this button enables you to view the final document as it would appear to the recipients with the custom fields (DocuSign tabs) enabled.
    Http Timeout 

    Adjusts the Http call timeout limit. The default value for this field is 30,000 (milliseconds) and the maximum value is 120,000.

    For more information on the behavior of this setting, refer to FAQs.

    Include Certificate 

    Selecting this check box retrieves a PDF containing the DocuSign Certificate of Completion after signing. Works in combination with Retrieve as a Combined Document setting.

    For more information on the behavior of this setting, refer to FAQs.

    Edit Email Enabled Selecting this check box enables the user to edit the Email Subject and Email Body. The Preview button is also visible and you can resolve any merge fields in the email subject and email body. When disabled, the user will not be able to edit the email subject and email body and preview button is disabled.
    Recipient Roles Enabled Selecting this check box enables the users to make the tagging order explicit by selecting the recipient role name while adding a recipient. When enabled, users will see an additional option list to select the role name for the recipient on the Add Recipient view.
    Remove Recipient Ordering 

    Selecting this check box enables the user to remove the order buttons from Add Recipient screen. When disabled, arrow buttons will be visible and affect the tagging order.

    Note: When Recipient Roles Enabled check box is selected, Remove Recipient Ordering is ignored.

    Sync Apttus Created Envelopes OnlySelecting this checkbox will sync only Apttus created Envelopes when you run a batch job.
    One-Click SendSelecting this check box enables you to send documents with a single click. Your agreement or quote/proposal must have at least one attachment in the Notes and Attachments section, and one recipient in DocuSign Recipients related list. When the user clicksSendforeSignature, the document in the Notes & Attachment section is sent to the default recipient.
    Profiles Enabled for Finalize

    This system property works only if View in DocuSign Enabled check box is selected. Finalize in DocuSign button will be visible only to the profiles mentioned in this system property.

    You must enter the name of the Profiles for which you want to display the View in Finalize button. You can enter multiple profile names, separated by commas. The character limit for this text box is 255 characters only, as defined by Salesforce.

    For example, if you have selected View in DocuSign Enabled checkbox and you mention System Administrator, Platform User in Profiles Enabled for Finalize, then all the users of both mentioned profiles will be able to view Finalize in DocuSign button while sending the document for eSignature.

    However, if you have selected View in DocuSign Enabled checkbox and you leave the Profiles Enabled for Finalize system property blank, then all the users will be able to view Finalize in DocuSign button while sending the document out for eSignature.

    If you do not select View in DocuSign Enabled, Finalize in DocuSign button is not visible to any profiles marked as Profiles Enabled for Finalize.

    Profiles Enabled for Finalize 2Comma-separated names of the user profiles that need to see the Finalize in DocuSign button on the DocuSign Console. The character limit for this text box is 255 characters. This system property is useful if the number of user profiles that you need to register cannot be accommodated in 255 characters provided by the system property, Profiles Enabled for Finalize. This system property provides an additional 255 characters extending the total character count to 510 characters.
    Profiles Enabled for Finalize 3Comma-separated names of the user profiles that need to see the Finalize in DocuSign button on the DocuSign Console. The character limit for this text box is 255 characters. This system property is useful if the number of user profiles that you need to register cannot be accommodated by the system properties, Profiles Enabled for Finalize and Profiles Enabled for Finalize 2. This system property provides an additional 255 characters extending the total character count to 765 characters. 
    Use Default Reminders & Expiration

    Selecting this check box enables you to set default values for the Reminders and Expiration days on the Additional Details page. When you select this check box, the users will not be able to view the fields pertaining to Reminders and Expiration on the Additional Details page.

    If you have unchecked this custom setting and the user leaves blank values on the Additional Details page, the default values that are set in Reminders and Expiration in DocuSign account are used by the system.

    If you have unchecked this custom setting and the user enters some values on the Additional Details page, the values entered by the user are used by the system.

    DocuSign Templates Enabled

    Selecting this check box enables you to load the DocuSign Templates into Conga. You can then use the templates that you have created in DocuSign.

    When checked, Agreement Template drop-down menu is visible on the Additional Details page. If your system admin has enabled your profile for template selection, you can select the templates that you have created in DocuSign.

    When unchecked, Agreement Template drop-down menu is not visible on the Additional Details page.

    Profiles Enabled for Template Selection

    You must have selected DocuSign Templates Enabled checkbox to use this custom setting.

    Enter the Profile names of all the profiles for which you want to enable the template selection. You can enter multiple profiles separated by a comma.

    If you do not mention any profile names in this custom setting, all profiles are enabled for template selection.

    For example, System Administrator, Gold User, Standard User

    DocuSign Batch Processing DisabledThis flag indicates whether to use Apex batch job to process DocuSign eSignature request or not. If set to true, the request is processed synchronously. The default is unchecked.
  5. Click Save.

To configure Proposal Workflow in DocuSign System Properties

  1. Go to Setup > Custom Code > Custom Settings > DocuSign System Properties.
  2. Click Manage.
  3. Click Edit for Proposal Workflow.

  4. You can enter one or more of the following property details.

    The fields shown in the tables below are the only fields that matter. The rest are copies of System Properties fields that does not affect anything unless they are set in System Properties only.

    NameDescription
    NameEnter ProposalWorkflow. For the quote integration to work as expected, this needs to be the value.
    DocuSign Envelope Status Subscriber

    Class names to be called byEnvelope Status Sync job update extension objects.

    Forversion 1.6 and higher, use the value Apttus_QPDSign.QPDocuSignEnvelopeStatusSubscriber2.

    For versions 1.5 and lower use the value Apttus_QPDSign.QPDocuSignEnvelopeStatusSubscriber.

  5. Click Save.

To Configure Contract Management Workflow in DocuSign System Properties

  1. Go to Setup > Custom Code > Custom Settings > DocuSign System Properties.
  2. Click Manage.
  3. Click Edit for Contract Management Workflow.

  4. You can enter one or more of the following property details. 

    NameDescription
    Name Enter Contract Management Workflow. For the agreement integration to work as expected, this needs to be the value.
    DocuSign Envelope Status Subscriber

    Class names to be called byEnvelope Status Sync job update extension objects.

    For versions 1.6 and higher, use the value Apttus_CMDSign.CMDocuSignEnvelopeStatusSubscriber2.

    For versions 1.5 and lower, use the value Apttus_CMDSign.CMDocuSignEnvelopeStatusSubscriber.

    Version Support Subscriber

    Enter the name of the Callback class to be used for enabling Executed Document Versioning. 

    Use the value Apttus_CMDSign.CMVersionSupportSubscriber

  5. Click Save.