Gen Administration

DocuSign CLM - Custom Menus and Toolbars
In the Documents section under the View menu dropdown, Super Administrators can "Customize Menu" and "Customize Toolbar" to determine which actions are visible fo...
DocuSign CLM Single Sign On
Set up your DocuSign CLM account so users can access DocuSign CLM via an identity provider or the API.
DocuSign CLM for Salesforce Administrator Guide
DocuSign CLM Files is a Salesforce app that creates a link between your Salesforce and DocuSign CLM organizations. Approved users can open DocuSign CLM files and ...
Relax Salesforce IP Restrictions for DocuSign Apps
How to use the Connected Apps OAuth Usage feature to Relax IP restrictions in your Salesforce org, and allow all DocuSign apps the access they need.
Deny or Allow DocuSign App Access
Administrators can allow or prevent users from being able to authorize their own access to DocuSign apps, like Gen and Negotiate. This is accomplished by accessin...
DocuSign Apps Launcher for Salesforce Release Notes v2.8.1 (PDF)
DocuSign Apps Launcher for Salesforce Release Notes include cumulative new features and bug fixes that have not been previously published for version 2.8
Gen: Conditional Document Generation Using Document Rules
How-to for using Document Rules in Gen templates to automatically apply the correct template, based on Salesforce fields. For instance, Gen templates that have ve...
Activating Gen from a Salesforce CPQ Plus License
How-to for activating your DocuSign Gen for Salesforce license when purchased along with Salesforce CPQ Plus.
Remote Contract Management with DocuSign Gen
Create Gen templates to streamline your contract lifecycle management
Create a Gen Template with Microsoft Word
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
Use Conditional Logic in Gen Templates
How-to for using the Gen UI to insert conditional "Match" and "Does Not Match" logic into Gen Data Tags.
Legacy Gen Migration
How-to for migrating users and templates from the legacy DocuSign Gen app to the new DocuSign Apps Launcher Gen app; and for uninstalling the legacy Gen app and d...
Import Data for Gen
How-to for importing data to your Salesforce org that can then be used to create Gen templates.
Gen Word Template XML Cheat Sheet
How-to for using XPath and other tricks to customize Word-based DocuSign Gen templates.
Gen Troubleshooting Guide
Administrator's guide to troubleshooting issues with Gen and Gen template configurations.
Gen Template Advanced Options: Agreement Cloud Editor
How-to for using advanced tools when creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface, using the Agreement Cloud Editor tool.
SOQL-Based Gen Table Filtering and Sorting
How-to for using Salesforce SOQL to sort and filter table data in DocuSign Gen templates.
Edit a Gen Template
How-to for editing existing DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
Create a Gen Template with Agreement Cloud Editor
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface, using the Agreement Cloud Editor tool.
Clone a Gen Template
How-to for using the Clone feature to copy existing Gen templates to be modified and repurposed for new use cases.
Add Negotiate and Gen Users
How-to for adding Negotiator and Generator permissions for your Salesforce users so that they can use the DocuSign for Salesforce Gen and Negotiate apps.
Gen Glossary of Terms
A catalogue explaining the meanings of terms used in the DocuSign Gen interface.
DocuSign Gen Admin FAQs
DocuSign Gen frequently asked questions and their answers.
Add Trusted IP Ranges for DocuSign Gen for Salesforce
How-to for adding DocuSign IP Ranges to the trusted list in a Salesforce org.
DocuSign Gen for Salesforce Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
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