Standard System Documentation

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This table holds a record for each  

Companyname
user who can send documents to DocuSign. Each record must have a valid DocuSign login to enable sending.

Use Case

The DocuSign Administrator and DocuSign Users, or Senders, must have existing DocuSign logins. The user must also exist in the Employees table in  

Companyname
. To set up the DocuSign User in  
Companyname
, click :

  1. Click New in the DocuSign Users action bar

...

  1. . This brings up the screen below:
    Image Modified

  2. Look up the user by typing their login or name or login into the fields and using the lookup tool.
    Login or Full Name fields, respectively. You can also use the magnifying icon to look users up.
  3. Once you've located the user, fill in the remaining fields:Full Name: the user's Full Name in .
    • Authenticate: by default, the "With username" option is selected but it can be changed to another user.
    • 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  

Companyname
 and DocuSign. DocuSign Recipients (signers) are not required to have  
Companyname
 or DocuSign account records, even though they are the signature you require.

Users Every person who sends out documents for signature, called that require signatures are called 'DocuSign Users' in  

Companyname
and , but are called 'Users with Sender Permissions' in DocuSign, . These users must have a user record in the following places:

...

At this point, the person is set up to send documents for e-signing through Agiloft and DocuSign.  Successfully A successfully created DocuSign User records look like the screenshot belowrecord is shown below:

...

DocuSign Users records are owned by the user whose Login field in DocuSign User record matches the Login field in the People table.

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:

  1. Revoke Access to DocuSign: This  This rule revokes the Access to DocuSign for a user and then removes that user from DocuSign User group.
  2. Add to DocuSign User group: This  This rule adds the user to the DocuSign User group.


Ownership

DocuSign Users records are owned by the user whose Login field in DocuSign User record matches the Login field in the People table.