How to setup template for DocuSign Integration
Summary:
We are using DocuSign to integrate with contract management in Oracle. Yet we are struggling to set up the template within Oracle Fusion.
Relevant document can be found for HCM related setup but no materials can be identified for procurement contracts. Please advise if there is any guidelines specified for procurement contracts available.
Content (please ensure you mask any confidential information):
For example, in the template, we need to define the participants in the envelope, which at least there would be two participants (internal signor and supplier signor), yet we are not sure how we should put in "Role" for these two separate. Also, for custom fields, i.e. full name of the legal entity, or other header fields in Oracle Fusion Contract Management, we are not sure how they can be edited and displayed in the template.