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Create Templates for Docusign Integration

Received Response
edited Mar 13, 2024 4:15AM in Journeys 1 comment


How to create Templates for Docusign Integration

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Hi All,

@Sampada Ranade-Oracle

We would like to setup Journey task with DocuSign integration.

Reference :-

Need clarification in step - "Prepare a Template in DocuSign"

Question - Would like to know how templates are created in DocuSign which we have to configure as Template ID in Journey task.

When we use E-Signature native method of integration (where document is store in HCM) we create BIP reports and provide its path in Journey configuration. So , would like to know if the same BIP templates are to be configured / uploaded in DocuSign site or there is some different method to create DocuSign template.

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