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Document Template integration with Docusign › Integration of HR Service Delivery with third-party systems › HR Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Document Templates for DocuSign

Configure document templates to enable signing using the Docusign application.

Before you begin

Role required: sn_dt_docusign.admin

Procedure

  1. Navigate to All Document Templates.

  2. Select a template.

  3. Fill in the required fields on the form.

    1. In the Signing type field, select DocuSign.
    2. Define participants, define tasks for participants, and mark signature blocks.
    3. Associate the document template to the HR template of a service and initiate document tasks from a case.

What to do next

User who receives the document task can use the Docusign application for signing the document.