Gen Administration

DocuSign Gen Admin FAQs
DocuSign Gen frequently asked questions and their answers.
Import Data for Gen
How-to for importing data to your Salesforce org that can then be used to create Gen templates.
Gen Glossary of Terms
A catalogue explaining the meanings of terms used in the DocuSign Gen interface.
Edit a Gen Template
How-to for editing existing DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
DocuSign Apps Launcher FAQ
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
Create a Gen Template
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
Change or Remove User Permissions
How-to for adding, removing and expanding DocuSign Gen and Negotiate user permissions.
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.
DocuSign CLM: Federated Search for DocuSign CLM Files
Configure Salesforce to return search results directly from your DocuSign CLM account.
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 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 ...
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 Implementation Best Practices Guide
Getting Started With DocuSign CLM - Implementation Best Practices Guide
DocuSign CLM Administrator Guide
Administrators are resposible for the account and user management portions of the DocuSign CLM application. Admins also maintain product integrations (e.g., Sales...
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