Configure Document Templates for DocuSign

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: admin

    Procedimento

    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.

    O que Fazer Depois

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