About This Guide

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

Topic

Description

What's CoveredDocuSign for Apttus User Guide is designed to provide administrators with information on setting up DocuSign for Apttus. It covers information, step-by-step instructions, and use cases for the features provided by DocuSign for Apttus.
Primary AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers
IT EnvironmentRefer to the latest DocuSign for Apttus on Salesforce Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor 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 Administrator 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: 

  • eSignature Workflow
  • Sending documents for eSignatures 
  • Checking eSignature status
  • Recalling an eSignature request
  • Viewing Signed documents

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.