Salesforce DocuSign Step by Step Installation Guide

Install DocuSign in The org

Approve Third-Party Access

DocuSign is installed.

Go to DocuSign App Launcher

Login to DocuSign

You will be logged in to DocuSign Portal

Select the DocuSign Account in Salesforce

Authorize Access of DocuSign to Salesforce

You will see DocuSign Setup Page

You can see the DocuSign Users

Now its Time to Create Template. Got to DocuSign Envelope Template ->Select Data Source as Lead

Add Document

Upload the Document

Go to Recipients and Add Receipients

Select Owner is Select Lookup Field. Action as Need to Sign

Go to Merge Fields. It is not available in free account of DocuSign

Now Place Fields like Date, Signature

Put Text Field at top so users can fill in name once they get document

Go to Options

Put Automatic Reminder as ‘Every 2 Days’ and Expiration as 10 Days

Select the checkbox to save completed documents in Salesforce Lead Record

Put Field Updates

Like Status changes to ‘Working – Contracted’ once Envelope is Completed

Create Custom Button and Add relevant Layout.

Your template is successfully created.

You can See LeadTemplate Record is there in DocuSign Envelope Templates

Go to a Lead Recod

Click on the Lead Template Button. This is the button we created during the DocuSign setup.

Once you click on Button. You will see the Document. Go to Send Step.

Lead Owner should Get Email

Click on Review Document

Start Filling the Document

Please Review and Act on These Documents

Save a copy of Your Document or Say No Thanks

You will see a page which says – Start Sending and Signing Today

Go to DocuSign Portal and You will see 1 Completed Document

Go to Manage and you can see more information about completed document

Now the Status of Lead is Changed to ‘Working- Contracted’. This is because we setup that once Envelope is completed change the Status of Lead

Yay! Your Step-by-Step Installation of DocuSign is completed.

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