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1. Click New in the DocuSign Users action bar. This brings up the screen below:
   Image RemovedDocuSign User tab.
2. Look up the user by typing their login or name into the Login or Full Name fields, respectively. You can also use the magnifying icon to look users upfind users with the look-up icon.
3. Once you've located the user, fill in the remaining fields:
   
   • Authenticate: by default, the "With username" option is selected but it can be changed to another user. If JWT is selected, the rest of the options in this list no longer appearonly the DocuSign User ID appears. This field should contain the APU Username value that you can access from DocuSign. For more information, visit the DocuSign Integration.
   • DocuSign User Name (Email): visible if "With username" is selected. It must match the email address input in the user's existing DocuSign account.
   • DocuSign Password: visible if "With username" is selected. It must match the password input in the user's existing DocuSign account and be manually filled in.
   • As DocuSign User: visible if "As another user" is selected. Use the lookup tool to locate all the users with DocuSign access

4. Click Grant Access to DocuSign to finish adding the DocuSign user.

DocuSign Users, or senders, have account records on both  

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At this point, the person is set up to send documents for e-signing through Agiloft and DocuSign. A successfully created DocuSign User record is shown below:Image Removed

Automation

In the standard system demo, the DocuSign user table contains two rules. These rules are accessed by expanding the DocuSign Users table in the left pane, selecting Setup DocuSign Users, and then selecting the Rules tab:

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