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DocuSign Apps Launcher for Salesforce

Table of Contents

DocuSign Gen for Salesforce Overview (User)

Activate Your Negotiate and Gen Account

Import and Edit DocuSign Files

Add a File Using DocuSign Gen 5

Import a File to DocuSign Files 5

Download Document from DocuSign Files 7

Copy to Notes & Attachments 7

Upload a New Version of a Document 8

Rename a Document 10

Delete a Document 12

Generate Contracts with DocuSign Gen 12

DocuSign Gen User FAQs

Glossary

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DocuSign Gen for Salesforce Overview

(User)

DocuSign Gen for Salesforce is a

n app contained in the DocuSign Apps Launcher for

Salesforce package. DocuSign Apps Launcher is a unified bundle of DocuSign apps:

DocuSign eSignature for Salesforce, DocuSign Gen for Salesforce and DocuSign Nego-

tiate for Salesforce. Each app is configured and managed on a centralized platform in

Salesforce. This allows administrators to easily configure, use and manage the many fea-

tures and functionalities available.

DocuSign Gen for Salesforce is a fast and easy way for users to generate contracts. The

app is fully integrated with your Salesforce organization, and pulls details from Sales-

force records directly into your contract without manual input. The result is a clean, accur-

ate contract that's generated with the click of a button on the Salesforce record page.

DocuSign Apps Launcher for Salesforce

221 Main Street, Suite 1550, San Francisco, CA 94105 Ι www.docusign.com Ι © DocuSign, Inc.

The apps contained in the DocuSign Apps Launcher for Salesforce managed package

work in conjunction with each other to get your users from contract generation to review

to signature with speed, efficiency and accuacy. DocuSign Gen for Salesforce creates a

new contract with the click of a button, the new contract is sent for internal approval or

external review with DocuSign Negotiate for Salesforce and the finished contract is then

sent to recipients for signature with DocuSign eSignature for Salesforce.

Note: DocuSign Negotiate for Salesforce does not come with a Gen purchase. The two

products work seamlessly together, but are sold separately.

This guide demonstrates:

l Activating your Gen account

l Creating contracts with Gen

l Importing and Editing DocuSign Files

DocuSign Apps Launcher for Salesforce

Activate Your Negotiate and Gen Account

Only a DocuSign administrator can grant DocuSign Gen and Negotiate access to other

users in a Salesforce organization. Salesforce users who are given access to Gen or

Negotiate will receive an email stating Action Required - Activate Your DocuSign

Account. Users must then click the activation link to finish the user activation process.

Once their DocuSign user is active, Salesforce users are able to receive and send doc-

uments for internal approval, as well as view and take action on documents that have

been imported to DocuSign Files on their Salesforce pages.

1. Check your email Inbox for messages titled: Action Required - Activate Your

DocuSign Account.

Note: If the message is not in your Inbox, check your Spam folder, as email ser-

vices sometimes mistakenly categorize activation messages as Spam.

2. Open the activation email.

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3. Click the Activate button. A browser tab opens with the DocuSign login page.

4. One of the following will occur:

a. You are already a DocuSign user:

l The DocuSign login page opens.

l Log in with your existing DocuSign credentials.

l An invitation page opens.

l Click the Accept Invitation button.

Optional: Click the Decline Invitation button. This will keep your user

in a Pending (inactive) status for DocuSign Negotiate and/or Gen.

DocuSign Apps Launcher for Salesforce

b. You are not a DocuSign user:

l The Activate Your Account pane opens.

l Create and confirm a Password for your new DocuSign user.

l Choose and answer a Security Question from the dropdown menu.

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l Click the Activate button.

The process is complete. You have a DocuSign user with active status in DocuSign

Gen, Negotiate, or both. You are now able to send and receive approvals and view

con-tent in Negotiate. Gen users are able to generate contracts from Salesforce

pages with the click of a button.

DocuSign Apps Launcher for Salesforce

Import and Edit DocuSign Files

Your administrator has added the DocuSign Files section to your Salesforce page lay-

outs. DocuSign Files is where you import documents and apply document actions to the

content. Content can either be added automatically by using DocuSign Gen for Sales-

force to generate a new

contract from a Salesforce record page, or it can be manually

221 Main Street, Suite 1550, San Francisco, CA 94105 Ι www.docusign.com Ι © DocuSign, Inc.

imported to the DocuSign Files section. From there, a host of actions can be taken on

the files within.

Add a File Using DocuSign Gen

Follow these instructions to add content to DocuSign Files by generating a new contract

with DocuSign Gen.

Import a File to DocuSign Files

Content can be added to the DocuSign Files section of Salesforce by manually import-

ing it.

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

3. Click the Import or Create an Agreement buttons in the DocuSign Files sec-

tion of the page.

4. Pick either:

a. Choose from Salesforce Files, to import an existing Salesforce doc-

ument.

l Check the box to the left of a single document from Salesforce.

Note: Multiple document selection is not supported.

l Click the Import button. The New Agreement Created pane opens.

DocuSign Apps Launcher for Salesforce

b. Upload from PC to add a file from your device.

l Click the Upload button, or drag files from Windows Explorer or

Finder.

l Click the Import button. The New Agreement Created pane opens.

5. You are presented with three options:Send for External Review, Send for

Approval and Send for Signature.

6. Select one of the options presented, or click the Done button to take no further

action.

7. Refresh the browser tab and the file appears in the DocuSign Files section of

the Salesforce record page.

The process is complete. The imported file has a number of options available in the

DocuSign Files section.

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DocuSign Apps Launcher for Salesforce

Download Document from DocuSign Files

Documents that have been imported into DocuSign Files can be downloaded to your

device using the Edit button.

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

Click the Edit button to the right of any file in the DocuSign Files section.

4. Select Download from the dropdown menu.

A banner announces: Successfully downloaded (file name)

The process is complete. A copy of the document from DocuSign Files is saved in your

device's Downloads folder.

Copy to Notes & Attachments

Documents that have been imported into DocuSign Files can be copied to the Notes &

Attachments section of a Salesforce record using the Edit button.

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

Click the Edit button to the right of any file in the DocuSign Files section.

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DocuSign Apps Launcher for Salesforce

4. Select Copy to Notes & Attachments from the dropdown menu.

A banner announces: Agreement export in progress. Please check Notes

and Attachments section after some time.

A second banner announces: Agreement has been exported successfully.

5. Refresh the browser page. The Salesforce Notes & Attachments section dis-

plays a copy of the document in the DocuSign Files section.

Note: The copied content in DocuSign Files is unaltered by this process.

The process is complete. The content selected to copy is now available in Salesforce

Notes & Attachments.

Upload a New Version of a Document

Documents that have been imported into DocuSign Files can be versioned directly in the

DocuSign Files section using the Edit button.

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

Click the Edit button to the right of any file in the DocuSign Files section.

4. Select Upload a New Version from the dropdown menu. The Upload a New

Version pane opens.

5. Click the Upload button, or drag the new version of the document from File

Explorer or Finder.

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DocuSign Apps Launcher for Salesforce

A banner announces: A new version of (document name) has been

uploaded. You are returned to the Salesforce record page. The file that was

sent appears in the DocuSign Files section with a New Version status button

below it.

Note: If the new version has a different name than the document in DocuSign

Files, the original name will be retained.

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DocuSign Apps Launcher for Salesforce

6. Click the Show Activity link to the right of the file to see progress. Click the

Hide Activity link to hide this information.

The process is complete. The content is now updated, with the original file name remain-

ing the same.

Rename a Document

Documents that have been imported into DocuSign Files can be renamed directly in the

DocuSign Files section using the Edit button.

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

Click the Edit button to the right of any file in the DocuSign Files section.

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DocuSign Apps Launcher for Salesforce

4. Select Rename from the dropdown menu. The Rename Agreement pane opens.

5. Make changes to the file name in the Agreement Name field.

6. Click the Rename button.

A banner announces: (document name) has been renamed. You are returned

to the Salesforce record page. The file that was sent appears in the DocuSign

Files section with a New Version status button below it.

Note: If the new version has a different name than the document in DocuSign

Files, the original name will be retained.

7. Click the Show Activity link to the right of the file to see progress. Click the

Hide Activity link to hide this information.

The process is complete. The content is now renamed.

DocuSign Apps Launcher for Salesforce

Delete a Document

Documents that have been imported into DocuSign Files can be deleted directly from

the DocuSign Files section using the Edit button.

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

Click the Edit button to the right of any file in the DocuSign Files section.

4. Select Delete from the dropdown menu. The Delete Agreement pane opens.

5. Click the Delete button.

A banner announces: (document name) has been deleted. You are returned

to the Salesforce record page. The file is no longer in the DocuSign Files sec-

tion.

The process is complete. The content has been deleted.

Generate Contracts with DocuSign Gen

DocuSign Gen is a powerful tool that allows users to generate contracts with the click of

a button. Gen templates pull Salesforce fields directly into your contract, without having

to navigate away from Salesforce.

DocuSign Apps Launcher for Salesforce

1. Log into Salesforce as a user with DocuSign Gen Generator permissions.

2. Open a Salesforce record (Account, Opportunity, etc.)

3. Click the custom Gen button your administrator has placed on the page layout.

Note: The button will be in the upper-right; either visible on the button bar, or

hidden under the arrow directory. It will always have the word "Generate" before

the title.

4. Click one of these options:

a. Preview: Opens the document preview page in another tab. The document

preview shows what the recipient will see when the contract is sent to

them.

b. Download: Downloads a copy of the contract to your device.

c. Send for Signature: Initiates the eSignature process.

d. Send for Review: (Only available for Negotiate customers) Gives the

option to send for internal approval or external review.

DocuSign Apps Launcher for Salesforce

The generated contract is added to both the DocuSign Files and Sales-

force Notes &Attachments sections of the Salesforce record page.

The process is complete. You have Generated a new contract using the Salesforce

fields from the record page you visited, and have taken further action to move it through

the contract completion process.

DocuSign Apps Launcher for Salesforce

Q: Other colleagues are able to send documents created in Gen for external review or

internal approval. Why am I not seeing these options?

A: Your user has Gen access, but not Negotiate access. DocuSign Gen and DocuSign

Negotiate are two separate products with separate permissions. Your administrator can

add Negotiator status for you, and then those functions will be available.

Q: Why does a

Gen custom button appear on our Opportunity page layouts, but not on

Accounts?

A: Your administrator decides which page layouts get custom buttons, and can add the

Gen button to additional page layouts.

DocuSign Gen User FAQs

Q: I am a user with "Active" Generator status. Why can't I build or edit a Gen template?

A: You are not a DocuSign administrator in your Salesforce org. Only DocuSign Gen

users with Administrator status can add or edit Gen templates.

DocuSign Apps Launcher for Salesforce

DocuSign fields Elements designed by DocuSign that your recipients ca

n use to sign

enter in specific data when you send a document for signature. Optionally, DocuSign

fields can also be used to update data in Salesforce when the information is changed by

a signer. Examples: Signature, Signature date, Title.

Importing merge fields Selecting merge fields from your existing templates, such as

DocuSign, to include in template configurations.

Main data source The Salesforce object from which the document generation action ini-

tiates. For example, if you choose Opportunity to be your main data source, you’ll be

able to pull any data from that object as well as from related objects, such as Account or

Opportunity Line Items.

Glossary

Anchor text A literal character string indicated by the user to perform an action on or

replace with another specified data or data input.

Bulk document creation A configuration with multiple template documents associated

with it that generates all documents at once when used.

Data fields Specific information, such as quantities, characters, or symbols, stored in

electronic or digital format, relating to a record of a specific type.

Data source The location from where data being used or merged comes.

DocuSign Gen users Users who will have access to a DocuSign Gen account as users

or administrators.