DocuSign for Salesforce Administrator Guide v6.8

220 Pages·2017·3.37 MB·English

DocuSign for Salesforce
Administrator Guide
v6.9 Published:August15, 2018
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Copyright
Copyright©2003-2019 DocuSign, Inc. All rights reserved.
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No partofthis documentmay bereproducedor transmittedin any formor by any means,
electronicor mechanical, for any purpose, withouttheexpress written permission of
DocuSign, Inc. Under thelaw, reproducing includes translating into another languageor
format. Every efforthas been madeto ensurethattheinformation in this manual is
accurate. DocuSign, Inc. is notresponsiblefor printing or clerical errors. Information in
this documentis subjectto changewithoutnotice.
Documentation Changes
This topicdetails thedocumentation updates thathavebeen madefor each releaseofthis
documentation.
ContactDocuSignDocumentation
Ifyou haveany comments or feedbackon this guide, pleaseemail
[email protected]. Wewelcomeyour questions andfeedback.
6.9 —August2018
AddedpreferredCCTM roles in CustomContactTypeMap
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Addedimportantnoteto aDocuSign Connectfor SalesforceSettings aboutsettings
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neededto updaterecipientstatus on theAccounts object
Removereferences to theClassicDocuSign Experience
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6.9 —March 2018
CustomizeEnvelopeContacts: AddedSMSAuthPhoneparameter description.
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6.8 —August2017
ChangeSendSettings: UpdatednoteaboutEnvelopeCustomfields to say thatany
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EnvelopeCustomfields enabledin DocuSign areavailablein DocuSign for Salesforce.
v6.7 —April19,2017
CustomizeEnvelopeContacts -
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o Addedtextandnoteto useencodeURIComponentfunction to properly handleemails
containing special characters in CustomRecipientLists.
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o Addedsigning group CRCL information.
ChangeSendSettings: Addedsection aboutchanging Apex callouttimeouts.
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Addedsections throughouttheguideillustrating anddescribing thedifferences
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between theNew DocuSign ExperienceandtheClassicDocuSign Experience.
v6.6 —November16,2016 Update
ChangeSendSettings - Addeddescription ofEnableclientsidelogging for Lightning
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Components option.
v6.6 —September30,2016
Tag Types - UpdatedTool Tip descriptions for ApproveandDeclinetags.
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Fixedminor typos andspacing issues.
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Signing Group CustomButtons - Addednew topic.
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SampleJavaScriptCodefor CustomButtons - AddedCRL signing group example.
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CustomizeEnvelopeContacts - Addedsigning group CRL information.
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ChangeDocuSign Connectfor SalesforceSettings - CorrectedSender Selectableset-
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tings description.
SalesforceHealth CheckIssue- Addedwarning to disableLocksessions to theIP
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address fromwhich they originatedsetting to workaroundConnectandDfSsharing the
samesession.
FixedCC usedinsteadofCarbon Copy in codeexample.
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AddDocuSign Status to aCustomObject- Addedmissing information for establishing a
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connection between acustomobjectandDocuSign Status.
ChangeDocuSign Connectfor SalesforceSettings - Addedinformation andatableto
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clarify documentnamepossibilities.
ChangeDocuSign Connectfor SalesforceSettings - EnhancedEnableLogging option.
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v6.4.1 —June21,2016
ConfigureDocuSign for Salesforce- Addedtheadditional IPaddresses to thelistof
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TrustedIPRanges.
CustomTags - New topiccovering thenew CustomTags tabin DocuSign Admin, allow-
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ing you to add, edit, anddeleteyour customtags, directly fromwithin theSalesforce
environment.
CustomButtons for SalesforceConsole- Correctedexamplecodeto useadouble
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underscorein "dsfs__DocuSign_CreateEnvelope".
v6.2 Rev A—December14,2015
ConfigureDocuSign for Salesforce- Addednoteregarding accounts which require
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SingleSign-On. Theorganization admin mustsetalogin policy for theuser who is log-
ging in to DocuSign to enableDfSfor theorganization.
DocuSign Connectfor Salesforce- Addedawarning to notattemptto useDocuSign
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Connectfor Salesforceor any partofDFSin customintegrations.
v6.2—November16,2015
Overview Addedsupportfor theSalesforceServiceCloudConsoleapp.
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CustomButtons for SalesforceConsole- new topiccovering scripting requirements for
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custombuttons in Consoleview.
Verify with D&B- new topicon how to enabletheD&Bcreditriskservicefor DfSusers.
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CreateMergeFields - updatedtheregular expressions resources for referenceandtest-
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ing regex patterns.
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v6.1.1 Rev A—July 16,2015
Overview - Enhancedthe"Releases" section with additional info on Early Access list
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andhow to postponeapush upgrade.
v6.1.1 —July 14,2015
Display LanguageSupport- DfSis now localizedandsupports 13 display languages
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for DocuSign for Salesforceviews, pages, andout-of-the-box elements such as the
SendWith DocuSign buttons.
ChangeChatter Settings - DfSprovides predefinedChatter eventnotifications in 11 lan-
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guages.
v6.0.10 Rev A—May 15,2015
Minor updateto removetheterm"console", which refers to theDocuSign webapplic-
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ation.
v6.0.10 —April10,2015
ConfigureDocuSign for Salesforce- addedreferenceto alternateconfiguration pro-
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cedurefor Salesforceorgs thatdo notsupporttheMetadataAPI.
Configurefor Organizations WithouttheMetadataAPI- addedthis alternatecon-
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figuration procedurefor Salesforceorgs thatdo notsupporttheMetadataAPI.
v6.0.1 —April3,2015
Majorupdatefornewuserinterface- This guidehas been extensively revisedto
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reflectthenew user interfaceintroducedwith v6.0. With v6.0, installation and
configuration has been streamlinedandsimplified. TheDocuSign Admin tabis
completely redesigned, making iteasier to manageDocuSign for Salesforce. Key topics
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updated:
o ConfigureDocuSign for Salesforce
o ConfigureDocuSign Actions
o Managing DocuSign AccountSettings
o Managing DocuSign Settings (all topics in this section)
v5.6 —January 5,2015
AddUsers - addedan explanation for possiblevalues for theDSProSFMem-
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bershipStatus field.
DocuSign for Salesforce- revisedthesection to addsub-topicfor thenew Betafeature
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releaseoftheDocuSign mobileapp integration.
EnableDocuSign MobileApp Tagging - new topicdescribing theBetareleaseofthis
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new featureandhow to enableitfor SalesforceMobileApp users.
v5.3 —June25,2014
Installing DocuSign for Salesforce- addedclarifying sub-topicon installing DfSfor a
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sandbox environmentandhow to getaDocuSign DevAccount; providedexplanations
for security level choices.
Configuring DocuSign for Salesforce- addedexplanation regarding accountcre-
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dentials areusedfor configuring DfS, buttheSendon Behalfoffeatureenables users to
sendenvelopes under their own user id; addednew completedstatus imagefor an
addedIPrange; clarifiedthatSalesforceuser mustbean administrator.
Changing SendSettings - addeddetail for thenew EnableReminder andExpiration Set-
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tings control; clarifiedmeaning ofhiding SendNow andTag buttons.
In Person Signing CustomButtons - addedtopicdescribing how to makeacustombut-
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ton to initiatean in person signing session. Includes samplecode.
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Sign Now CustomButtons - addedtopicdescribing how to makeacustombutton to
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enablethecurrentuser to startasigning session to sign adocument. Includes sample
code.
CustomEmail Message- added2000 character limitation information to this optional
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parameter for custombuttons.
Changing DocuSign Connectfor SalesforceSettings - updateddetails aboutRequire
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Acknowledgmentsetting; addednoteexplaining whathappens ifmultipleevents for a
singleobjectarequeued.
EnvelopeandRecipientEvents Reference- new topicdescribing theavailableeventset-
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tings for DocuSign Connect.
v5.2 —March 19,2014
Overview - addedsub-topic"Releases", covering enforcedupgrades andadding inform-
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ation aroundtherequirementto upgradeto thelatestreleasein order for this doc-
umentation to apply.
SampleButton Scripts for Opportunity Object- updatedsamplecodefor "Sendfrom
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DocuSign with justQuotes".
Changing SendSettings - addednoteto explain thatenvelopecustomfields arenot
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availablefor envelopes sentthrough Salesforce.
v5.1 —February 7,2014
Configuring DocuSign for Salesforce—updatedtheTrustedNetworkstep to describe
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thenew automatedprocess to configureSalesforceNetworkAccess for all four
DocuSign datacenter IPranges.
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v5.0 —January 15,2014
Adding DocuSign Actions for SalesforceMobileApp Users —addedtopicdescribing
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thenew supportfor SalesforceMobileApp users. This topicdescribes how to configure
your Salesforceenvironmentto addDocuSign actions.
Adding TrustedIPRanges for DocuSign —addedtopiccovering how to updatethe
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SalesforceNetworkAccess listofTrustedIPRanges to enableyour environmentto work
with thenew IPranges being implementedby DocuSign. This procedureis only neces-
sary for installations upgrading fromprevious DocuSign for Salesforceversions. New
installations settheappropriateIPranges during theconfiguration process.
Configuring DocuSign for Salesforce—updatedthelistofTrustedIPRanges to reflect
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theexpandedserver coveragecoming to all DocuSign users.
AutomaticAnchor TextandTags —addedconceptinformation aboutstandardanchor
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textandusing customtags to extendtheout-of-the-box functionality.
v4.1.8 —September11,2013
Adding Sendwith DocuSign Button to theQuotes Object—addedtopicdescribing the
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new supportfor thenativeSalesforceQuotes object. This topicdescribes how to add
andconfigureaSendwith DocuSign button to aQuoteor Opportunity object.
v4.0 —July 5,2013
Addedinformation abouttheAllow Sender to Editcheckbox for mergefields.
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Updatedprocedures for accessing theDocuSign Connectandimages associatedwith
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theprocedure.
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TableofContents
DocuSignforSalesforceOverview 14
InstallandConfigureDocuSignforSalesforce 18
Install DocuSign for Salesforce 19
Using aSalesforceSandbox Environment 19
To install DocuSign for Salesforce 19
ConfigureDocuSign for Salesforce 23
To connectyour DocuSign accountto your Salesforceaccount 24
AddDocuSign features to Salesforcelayouts 29
Configurefor Organizations WithouttheMetadataAPI 32
AddTrustedIPRanges for DocuSign 41
SalesforceHealth Check Issue 44
Work with Users 46
AddUsers 47
RemoveUsers 51
AddDocuSignFeaturestoSalesforceLayouts 53
AddtheSendwith DocuSign Button to aSalesforceLayout 54
AddSendWith DocuSign Button to theQuotes Object 56
SampleButton Scripts for Opportunity Object 60
AddSendwith DocuSign Button to aCustomObject 64
AddDocuSign Status RelatedLists to aSalesforceLayout 66
AddDocuSign Status to aCustomObject 69
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