This table holds a record for each user who can send documents to DocuSign. Each record must have a valid DocuSign login to enable sending.
The DocuSign Administrator and DocuSign Users, or Senders, must have existing DocuSign logins. The user must also exist in the Employees table in . To set up the DocuSign User in , click New in the DocuSign Users action bar to bring up the screen below:
Click Grant Access to DocuSign to finish adding the DocuSign user.
DocuSign Users, or senders, have account records on both and DocuSign. DocuSign Recipients (signers) are not required to have or DocuSign account records
Every person who sends out documents for signature, called DocuSign Users in and Users with Sender Permissions in DocuSign, 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 created DocuSign User records look like the screenshot below:
DocuSign Users records are owned by the user whose Login field in DocuSign User record matches the Login field in the People table.
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: