About the DocuSign Integration
The DocuSign integration allows administrators to send contracts, agreements, and documents to users or emails for signing.
Using this integration, eSigning can be added as a journey step in the Journey Builder module.
DocuSign Connection
To start using the integration, you will need to connect your DocuSign account to Magentrix. Follow the instructions in this documentation.
Import DocuSign Templates
Once you are connected to your DocuSign account, templates can be imported into the portal for signing.
- In the Setup Home page, click Extend > DocuSign.
- Click the DocuSign Templates tab.
- Click New.
- Configure the following fields:
- Name: Enter a name for the template.
- Agreement Title: Enter a title for the template that will be displayed to signees.
- DocuSign Template: Select the DocuSign template to import.
- Brand ID: Optionally select a brand that will be applied to the imported template.
- Click Save.
If your template has merge fields, you can map them to the Contact or User entity. To do this, perform the following steps:
- In the Setup Home page, click Extend > DocuSign.
- Click the DocuSign Templates tab.
- Click on the template you want to map.
- Click Mapping Data.
- Select the entity that contains the information that will be merged into the template and then click Create.
- On each row, enter the exact data label under DocuSign Data Label and then select its equivalent in the Entity Field dropdown.
- Click Update to save your changes.
Sending DocuSign Agreements
Once a DocuSign template has been imported, you can send agreements for signing. Navigate to the template and then click Invite to Sign. In the dialog, search and select a portal user. You can choose to copy a signing link that you can use to share with the signee or you can click Send to send an email with a signing link to the user.