DocuSign: Feature Overview in Designer

DocuSign: Feature Overview in Designer 

To configure DocuSign within Designer, you will first need a DocuSign Developer account in order to create templates.  

***If you intend to send DocuSign via SMS, you will need to contact your DocuSign account manager or call DocuSign 1(877)720-2040.  This functionality requires an account representative to initiate and can not be established while creating the developer account. 

For more information on creating templates, please see Creating DocuSign Templates

In this article, we will cover how to enable permissions within security policies and adding DocuSign templates.

Security Policies

In the Designer Portal, go to Access Control > Security Policies

 

 

 

Create or select the policy that you want to set DocuSign permissions

 

In the vertical menu bar, scroll down and select Documents

 

 

 

In the Documents column, there will be a line item for DocuSign permissions.  Check or uncheck the permissions related to this security policy.  

***Note that there is a slide bar at the bottom of this section – please make sure to slide the screen all the way to the right to view all permissions

Click on Save Changes once completed.

Please ensure this security policy is added to the relevant role of the users who will be performing e-signing.

Adding DocuSign Templates

Please complete the prerequisite step of Creating DocuSign Templates in the developer account 

In the left hand vertical menu bar, select DocuSign Templates and click on + New 

 

 

 

 

 

 

Enter the Title and Name of the DocuSign Template. 

 

 

 

Enter the template ID.  This ID is generated in the DocuSign Developer account after creating the template.  Click on Template ID to generate the code to enter into Designer

 

 

 

 

 

 

 

 

 

 

 

Enter the State, if templates will be State specific

Select the delivery or completion method of the template.  

Click Save. 

 

More Questions?

If you have any questions regarding the DocuSign Integration or its implementation, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.