This table holds a record for each   Agiloft 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   Agiloft. To set up the DocuSign User in   Agiloft, click New in the DocuSign Users action bar to bring up the screen below:

1. Look up the user by typing their name or login into the fields and using the lookup tool.
   
   • 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
     
     

2. Click Grant Access to DocuSign to finish adding the DocuSign user.

   
   

DocuSign Users, or senders, have account records on both   Agiloft and DocuSign. DocuSign Recipients (signers) are not required to have   Agiloft or DocuSign account records

Every person who sends out documents for signature, called DocuSign Users in   Agiloft and Users with Sender Permissions in DocuSign, must have a user record in the following places:

• The Employee table
• The DocuSign Users table
• The Users table of the company's account at DocuSign
  
  

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

Ownership

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 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.