Template Configurations

DocuSign Gen Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
DocuSign Gen User Guide (PDF)
DocuSign Gen for Salesforce lets you generate one or more documents in Salesforce with one click using template configurations that have been set up by your Gen a...
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.
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 ...