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.

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

Copy a DocuSign Setting

Clear a DocuSign Setting

pageWhat is DocuSign?pageSearch for a DocuSign SettingpageConfigure DocuSign SettingspageCopy a DocuSign SettingpageClear a DocuSign SettingpageDocuSign PackagepageWhat is a Package?

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