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More details on working with DocuSign Envelopes are provided in the section "Create a DocuSign Envelope" in the DocuSign Users Manualin Create and Send DocuSign Envelopes.

Automation

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

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