This table holds a record for each
Companyname |
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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 |
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Companyname |
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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:
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:
- Revoke Access to DocuSign: This rule revokes the Access to DocuSign for a user and then removes that user from DocuSign User group.
- 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.
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