DocuSign

If you have a DocuSign account, you can send a generated document to recipients for their eSignature through Nintex DocGen using DocuSign as a delivery option. To use DocuSign to collect eSignatures on your DocGen Package, first add a DocuSign delivery option to the DocGen Package, then create a list of recipients for your DocGen Package. Before DocuSign can be used as a delivery option with Nintex DocGen, it needs to be integrated and authorized for use with Nintex DocGen. For more information, see Integrate DocuSign with Nintex DocGen.

Note: With the addition of the DocuSign Apps Launcher (DAL) integration there are now two types of delivery options you can choose from: DocuSign (this is the DAL delivery option), or DocuSign(Legacy). For much of this documentation the DAL delivery option is referred to as DocuSign or DAL, and the DocuSign(Legacy) referred to as DocuSign Legacy delivery option. For more information on the differences between the two authentication methods refer to Classic and Lightning differences in DocuSign Delivery options.

DocuSign topics:

Classic and Lightning differences in DocuSign Delivery options

There are some differences in options and functionality between the DocuSign Legacy delivery option and the DocuSign Apps Launcher (DAL) delivery option in Salesforce Lightning.

Note: This table is based on the features available as of the Nintex DocGen package version 20.6.0 and later.

Classic vs Lightning Differences

  DocuSign Legacy DocuSign (DAL)
Delivery Options Can only be created and edited in the Classic designer Can only be created and edited in the Lightning designer

Runtime User Mappings

(Salesforce user -> DocuSign user)

 Relies on DocuSign's Legacy Salesforce package be installed (no longer available in AppExchange). Relies on DocuSign App Launcher (DAL) be installed and configured.
Send data to DocuSign

(Salesforce -> DocuSign)

Secure fields

Secure fields are This function is also supported in DAL. To configure secure fields in DAL, see Configure signer types and secure fields in DocuSign DAL

Document Custom Fields configured in DocuSign
Send data back to Salesforce

(DocuSign -> Salesforce)

 DocuSign Connect Document Custom Fields configured in DocuSign
Envelope Status DocuSign Lightning Controls DocuSign Lightning Controls - Configuring Envelope Status to update when using a DocuSign delivery option in Salesforce Lightning
Use of DocuSign Envelope Custom Fields for reporting Yes Yes
Use Mass Yes Yes
Use Automation Yes No
Use Brand Switching Yes Yes
Use DocuSign Template Yes Yes
Signing Order All Types All Types
Signer Types All Types

All Types apart from -

  • In Person Signer

  • Signing Group
Specified Signer Types All Types

All Types apart from -

  • Selected user

  • User Lookup

  • User Selected email

  • Roles/Groups

  • Dynamic Name and email

The signer types above are not visible in DAL, but they are supported. To configure these options in DAL, see Configure signer types and secure fields in DocuSign DAL.
Specify Recipient Title Yes No
Specify Recipient Display name Yes No
Specify Recipient Role name Yes No

Configure signer types and secure fields in DocuSign DAL

Secure fields and some signer types are not visible in DocuSign DAL The Lightning interface does not display these options, but they are supported. in DocuSign DAL through the following configuration steps. To configure these options in DocuSign DAL:

  1. Navigate to Salesforce Classic.

  2. Under Delivery Options, change the Record Type Delivery Record Type to DocuSign Legacy.

  3. Configure the settings as required.

  4. Click Save.

  5. Under Delivery Options, change the Record Type Delivery Record Type back to DocuSign.