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.

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  . To set up the DocuSign User in  , 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.
  2. 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:


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.