Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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
:

...

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:

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 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 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.

...