Configure Document Templates for DocuSign

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure document templates to enable signing using the Docusign application.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All Document Templates.
    2. Select a template.
    3. Fill in the required fields on the form.
      1. In the Signing type field, select DocuSign.
      2. Define participants, define tasks for participants, and mark signature blocks.
      3. Associate the document template to the HR template of a service and initiate document tasks from a case.

    Nächste Maßnahme

    User who receives the document task can use the Docusign application for signing the document.