This table holds a record for each Agiloft user who will be sending send documents to DocuSign ( by creating the envelope and clicking the Send button). Each record must have a valid DocuSign login to enable sending.
...
The DocuSign Administrator and DocuSign Users (, or Senders) , must be set up at the DocuSign website first. The user must also exist in the People/Employees table in Agiloft. To set up the DocuSign User in Agiloft, click New in the DocuSign Users action bar to bring up the screen below:
...
- Full Name – the user's Full Name in Agiloft must match the name input at DocuSign.
- DocuSign User Name (Email) – must match the email address input at DocuSign.
- DocuSign Password – must match the password input at DocuSign (you must type this in)and be manually filled in.
Then click the Grant Access to DocuSign action button to finish adding the DocuSign user.
...
Every person who sends out documents for signature (, called a " DocuSign User" Users in Agiloft and a "User Users with Sender Permissions " at in DocuSign) , must have a user record in the following places:
...