To configure a DocuSign email template:
| 1. | Go to System Admin  > Email Templates. |
The Email Templates dashboard opens.
| 2. | Click Add. |
The Add Email Template form opens to Step 1 Initial.
| 3. | Complete the form. |
|
Type |
Select DocuSign. This action enables the API Configuration field. |
|
Triggering Form |
This is where your trigger originates. Select the form on which you added the Workflow link, such as Client Master. (The Workflow link was added in a previous step, Configuring the Workflow Link, in the Location field.) |
|
Template Code |
Type DocuSign. |
|
Template Name |
Type DocuSign. |
|
API Configuration |
Select DocuSign. |
| 4. | Click Apply. |
| 5. | Click Next. |
The Step 2: Content form opens.