Gen Administration

DocuSign Gen Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
Manage Users in DocuSign Gen
You can add or manage users in DocuSign Gen who can use template configurations to generate documents.
Import Merge Fields into DocuSign Gen
You can import merge fields into DocuSign Gen from any of your DocuSign templates that already contain Salesforce merge fields.
DocuSign Gen Overview for Admins
Starting point for DocuSign Gen administrators.
DocuSign Gen Glossary
Glossary of terms used in DocuSign Gen.
Install DocuSign Gen
How to install and set up DocuSign Gen.
Create Template Configurations in DocuSign Gen
You can create a template configuration in DocuSign Gen from scratch, or you can modify an existing template configuration to create a configuration with similar ...
Edit Connection between DocuSign and Salesforce
You can edit the connection between your DocuSign account and your Salesforce account whenever you need to do so.