Loading DocuSign Templates into Conga
DocuSign Services now enables you to load the DocuSign Templates into Conga. When you send a document for eSignature, an envelope is created which contains your document and then it is sent to your recipients. Templates enable you to define how your envelope will look like when it is sent to your recipients. With Templates, you can pre-define the recipients, recipient roles, documents to be sent, the order of documents, email subject, email body, reminders, and expiration. The templates are then used to create the envelopes that are sent to your recipients. You can use the templates that you have created in DocuSign account, in Conga as well. To enable Loading DocuSign Templates into Conga, you must enable the DocuSign Templates Enabled custom setting. DocuSign Templates Enabled custom setting overrides Recipient Roles Enabled and Remove Recipient Ordering custom settings. For further information, refer to the use case below.
Use Case: Loading DocuSign Templates into Conga
The following table represents the possibilities and behavior of the custom settings pertaining to DocuSign Templates.
|
Scenario |
DocuSign Templates Enabled checked? |
Recipient Roles Enabled checked? |
Remove Recipient Ordering checked? |
Result |
|---|---|---|---|---|
|
1 |
No |
No |
No |
The user CANNOT add DocuSign Templates on the Additional Details page. The user CANNOT add or change the recipient roles. The user CANNOT reorder the recipients. Hence, the document is sent in the order in which the recipients are added. |
|
2 |
No |
No |
Yes |
The user CANNOT add DocuSign Templates on the Additional Details page. The user CANNOT add or change the recipient roles. The user CAN reorder the recipients. Hence, the document is sent in the order in which the recipients are reordered using the arrow buttons. And, the signer roles cannot be defined on Adding Recipients page. |
|
3 |
No |
Yes |
Yes |
The user CANNOT add DocuSign Templates on the Additional Details page. The user CAN add or change the recipient roles. The user CANNOT reorder the recipients. Hence, the document is sent in the order as defined in the Routing Order column. And, the signer roles can be defined on Adding Recipients page. |
|
4 |
No |
Yes |
No |
The user CANNOT add DocuSign Templates on the Additional Details page. The user CAN add or change the recipient roles. The user CANNOT reorder the recipients. Hence, the document is sent in the order as defined in the Routing Order column. And, the signer roles can be defined on Adding Recipients page. |
|
5 |
Yes |
No |
No |
The user CAN add DocuSign Templates on the Additional Details page. The user CANNOT add or change the recipient roles. The user CAN reorder the recipients. Hence, the document is sent in the order in which the recipients are reordered using the arrow buttons. And, the signer roles can be defined on Adding Recipients page. |
|
6 |
Yes |
No |
Yes |
The user CAN add DocuSign Templates on the Additional Details page. The user CANNOT add or change the recipient roles. The user CAN reorder the recipients. Hence, the document is sent in the order in which the recipients are reordered using the arrow buttons. And, the signer roles can be defined on Adding Recipients page. |
|
7 |
Yes |
Yes |
No |
The user CAN add DocuSign Templates on the Additional Details page. The user CANNOT add or change the recipient roles. The user CAN reorder the recipients. Hence, the document is sent in the order in which the recipients are reordered using the arrow buttons. And, the signer roles can be defined on Adding Recipients page. |
|
8 |
Yes |
Yes |
Yes |
The user CAN add DocuSign Templates on the Additional Details page. The user CANNOT add or change the recipient roles. The user CAN reorder the recipients. Hence, the document is sent in the order in which the recipients are reordered using the arrow buttons. And, the signer roles can be defined on Adding Recipients page. |
DocuSign Templates Enabled custom setting overrides Recipient Roles Enabled and Remove Recipient Ordering custom settings.
To enable the batch job for templates
The above-mentioned batch job runs every hour.
The documents and recipients that you add in DocuSign Templates must be in accordance with Conga. You must enter the correct routing order at both places.
