DocuSign integration

You can integrate DocuSign with Nintex Drawloop DocGen® for Salesforce. You install and configure the DocuSign for Salesforce app, and then configure the integration.

Integrate DocuSign with the app

Install and configure the DocuSign for Salesforce app, and then integrate DocuSign with Nintex Drawloop DocGen® for Salesforce.

To integrate DocuSign with the app

  1. From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.

Tip: You can also select this from Lightning with the App Launcher.

Note: The user who is generating documents must be a configured user for 'Send On Behalf Of' in DocuSign for Salesforce.

  1. Under Configuration, click Third-party Integrations.

  2. From Add Service, select DocuSign.

  3. In Account Id, verify the DocuSign API AccountId.

  4. Select your DocuSign Environment:

    1. Live: This option is for production accounts.

    2. Demo: This option is for test or development accounts.

  5. Confirm that your Authentication to Use is set for Specify credentials for Send On Behalf Of.

  6. Enter the credentials for a DocuSign user configured for Send on Behalf of.

  7. Click Save.

Note: You can find your API AccountId in your DocuSign Account Configuration in Salesforce.

Related Information.

DocuSign

(Optional) DocuSign Connect

(Optional) DocuSign secure fields

How your DocuSign recipients use a DocuSign envelope

Tag templates for DocuSign