About This Guide

With the DocuSign for Apttus Administrator Guide, you can find out how Apttus DocuSign for Apttus Adapter works and how to manage your organization's and your customers' eSignature workflows.



What's CoveredDocuSign for Apttus Administrator Guide is designed to provide administrators with information on configuring and setting up DocuSign for Apttus.
Primary AudienceApttus Administrator, Contract Manager, DocuSign Administrator
IT Environment Refer to the latest DocuSign for Apttus on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates For a comprehensive list of updates to this guide for each release, refer to What's New topic.
Other Resources 
  • Contract Management User Guide: Refer to this guide to set-up the entire contract management process.
  • DocuSign for Apttus User Guide: Refer to this guide to set-up the entire DocuSign process.
  • X-Author User Guide: Refer to this guide for detailed instructions on setting up templates and editing agreement documents.

 This guide describes the following tasks:

  • Installing DocuSign
  • Configuring Templates
  • Configuring tags in DocuSign
  • Adding custom fields to envelope
  • Configuring signer groups

Before using DocuSign for Apttus, you must be familiar with the following:

  • Basic Salesforce administration
  • Salesforce and Apttus terms and definitions
  • Apttus Contract Management administration

If you are new to DocuSign for Apttus, begin here: About DocuSign for Apttus Adapter and Overview.