View DocuSign Settings

View all settings for connecting to a DocuSign server.

View DocuSign Settings

Display all DocuSign settings in one location. This makes it easy to manage these settings.

Package Required

The DocuSign package must be installed.

Permission Required

Your user account or group membership must have the "Settings: View Settings" permission to view DocuSign settings unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Follow these steps to view all DocuSign settings in your organization:

1. Ensure that you are logged on to ProcessMaker.

2. Click the Admin option from the top menu. The Users page displays.

3. Click the Settings iconfrom the left sidebar. The Settings page displays a tab for each setting.

The settings for connecting to a DocuSign server.

The DocuSign tab displays the following information in tabular format:

• Setting: The Setting column displays the DocuSign Setting name.

• Configuration: The Configuration column displays the setting value and how it is configured.

Search for a DocuSign Setting

Use the Search setting to filter DocuSign Settings that display.

Configure a DocuSign Setting

Click the Edit icon. See Configure DocuSign Settings.

Copy a DocuSign Setting

Click the Copy to Clipboard icon. See Copy a DocuSign Setting.

Clear a DocuSign Setting

Click the Clear icon. See Clear a DocuSign Setting.

Related Topics

What is DocuSign?Search for a DocuSign SettingConfigure DocuSign SettingsCopy a DocuSign SettingClear a DocuSign SettingDocuSign PackageWhat is a Package?