Introduction
This article covers settings that can be adjusted any time after connecting Flex to Docusign. Settings for Authorizations and Accounting Settings are covered in Configuring the Basics. All other settings are covered here. Be sure to check out the Docusign | Overview and Key Concepts for general information.
Each setting explored in this article can be found by navigating to the Docusign Integration Settings:
- On the Main Menu, click Integrations
- Click Docusign
Alternatively, you can access Docusign Integrations Settings through click the right-hand workbench menu.
- On a Docusign-enabled Flex element (Quote, etc.), click the
Docusign icon
- Click Docusign Integration Settings
The necessary subtab for an individual setting will be stated under each heading below. Click the appropriate subtab as needed.
Understanding Email Settings
Email Template displays all email templates of type "Docusign Email Template." Select the template you want to use as the default when requesting Docusign signatures.
For more on creating and editing Docusign Email Templates, see Email Templates.
Next Steps
Once any desired adjustments have been made, Docusign is ready to use!
Check out the Docusign Support Center for anything you need inside Docusign.