DocuSign eSignature for Salesforce - DocuSign Envelope Configurations (7.0+)

Introduction

In DocuSign eSignature for Salesforce version 7.0, custom buttons can now be made using the DocuSign Envelope Configurations tab. This will eliminate the need for many customers to create Javascript based buttons and will allow easier customization as customers continue to transition to Lightning. 

How to Create a Button:

  1. Log into Salesforce as a System Administrator.
  2. In Lightning, select the 3x3 grid of squares in the upper left corner. Note: If you are in Classic, use the Switch to Lightning option in the upper right corner drop down menu. 
  3. Select DocuSign Envelope Configurations under All Items.
  4. Select New to create a new Button. Name your Button under DocuSign Envelope Configuration Name. Select Save.

Options Available in the Button Builder:

  1. This is the name of the button. It can be edited in the section labeled Name.
  2. This drop down indicates which Salesforce object this button is associated to. 
  3. This sections allows the email subject and message to be specified when the button is used.
  4. This section covers reminder and expiration settings.
    1. If Reminder Enabled is selected, two additional options appears allowing the user to set when the first reminder is sent and how frequently it is sent after that.
    2. If Expire Enable is selected, the user can set how many days the envelope can be active before it expires and when the expiration warning email is sent.
  5. This section is where recipients are added. When selecting Add Recipient, two options appear: Quick Add and Signing Groups. If the signer being added is a default contact on the record, select the check box next to Load Default Contacts.
  6. This section is where documents are added. When selecting Add Document, two options appear: File and DocuSign Template.
    1. File allows users to upload a file from their device or network.
    2. DocuSign Template allows templates created in DocuSign that are shared to or created by this user to be selected.
The Load Attachments and Load Files check boxes, if marked, will automatically attach all Attachments or Files from the record to the envelope.
  1. The Custom Mappings section allows user to map the Salesforce role to the DocuSign role. For example, a contact listed as a Decision Maker in Salesforce can be tied to the template role Signer 1. In Classic custom buttons, this was defined in the CCRM parameter.
  1. This section contains all additional envelope settings.
    1. ​The One Click Option, previously referred to as the OCO parameter in Classic buttons, determines the experience the user has when sending.
      1. ​If this is set to Edit, the user will be directed to the initial Visual Force page where they can add attachments, recipient, etc.
      2. If set to Tag, the user will be brought directly into the DocuSign Tagger when the button is selected.
      3. If this parameter is set to Send, the envelope will be sent automatically without being edited by the user. 
    2. The remaining check boxes indicate what features are available to the user when using the button. These are only available if One Click Option is set to Edit and all features are found on the initial visual force page when sending:
      1. Show Tag Button: Makes the Next button available on the initial visual force page.
      2. Show Send Button: Makes the Send Now button available on the initial visual force page. 
      3. Show Chatter Settings:  Allows the user to apply basic chatter settings to the envelope. 
      4. Show Reminder Settings: Allows users to modify expiration and reminder settings.
      5. Show Email Subject/Email Message: Allows user to modify the email subject or message before sending.
User-added image
  1. This section is used to add the button to the record layout. There are two options: Add Classic Button and Add Lightning Button.
    1. Add Classic Button will add this button to the Classic Salesforce layout.
    2. Add Lighting Button will add a component on this object in the Lightning experience. 
When selecting either option, the button will be added to the object indicated in #2, above. If there are multiple versions/layouts of the object, a list of object/layouts can be selected from.