1. Help Center

In order to use the DocuSign eSignature Integration you must first enable the feature in your org. once enabled you will see an install button. Once selected you will be taken to a package install page, there will be necessary remote site settings added to your org. Once installation is complete you will see a DocuSign Envelopes component that can be added to your object record pages. At any time the integration can be uninstalled in which these remote sites will be removed and the package will be removed from the org.

Installing DocuSign

To enable the DocuSign integration you will need to do the following:

1. Go to the Setup tab in the Drive Connect app
2. Then select Preferences
3. In Preferences, select Integrations
4. To install the integration click on the install button which will take you to the package installation page
5. On the package installation page you will need to confirm that the remote site settings are going to be added to your org
6. To confirm that the integration is installed you will see a gear and dropdown icon next to the integration
7. In order to make use of the Drive Connect functionality within the Docusign eSignature Integration you will need to select the gear icon. Once selected a modal will appear with the following DocuSign eSignature Integration Preferences:
   1. DocuSign Connect Subscription
   2. Destination Preference
8. Select Authorize, once you have successfully authorized you will see a Connection Authorized by banner within the card
9. You can also set pre-defined save locations for the completed envelope files on a per object basis. You will be given the options to save to the following locations:
   1. 1. Existing Drive File
         1. Default Record Folder
         2. Linked Folder
         3. Parent Record's Default Record Folder
         4. Parent Record's Linked Folder
      2. Salesforce Record

   You will also be given the option to select how the files will be saved:

   1. Combined
   2. Individual
10. Next you will need to assign the eSign Connect Standard User Permissions to the users you would like to give access to this integration. To do so go to the drop down icon of the DocuSign eSignature Integration and select Set Permissions
11. You will be taken to the Assign Licenses and Permissions page in which you can check the eSign Connect Standard User Permissions box for the users you would like to grant integration access for
    

    Note: Non-system admin users will also need to have the eSign Connect License to make use of the integration.

12. Finally, to use the integration you will need to add the DocuSign Envelopes component to the desired object record pages.

Uninstalling DocuSign

To disable the DocuSign integration you will need to do the following:

1. Go to the Setup tab in the Drive Connect app
2. Then select Preferences
3. In Preferences, select Integrations
4. To uninstall the integration, select the uninstall button within the drop down icon
5. You will be redirected to the Salesforce installed packages uninstall page for eSign Connect. Once the components on the record pages and the eSign Connect Standard User Permissions have been removed you can confirm that you would like to uninstall the package and select uninstall.