- Pre-Installation Requirements
Before you install the DocuSign for Apttus packages, you must ensure that you have set up your DocuSign account and specific DocuSign users for each Apttus user you want to have access to the DocuSign functionality within Salesforce.
- Installing Apttus DocuSign
The process for installing and setting-up DocuSign for Apttus
- Upgrading DocuSign for Apttus
The process for upgrading DocuSign for Apttus
- Post-Installation Configuration
After you have installed the packages and ensured that the correct users have access to the functionality, you should configure the options that are generally set once and then left alone.