Set up Sage People to connect to Docusign

Follow these steps to set up Sage People for connecting to Docusign.

• Add Docusign configuration details to your Sage People org. You can assign details to profiles and users in the combination you need. This grants the Docusign access users require

• Update the list of Docusign templates available to Sage People

• Set up send and return objects for each template

• Set up recipient roles for the Docusign forms

• Map Docusign data to Sage People

• Activate templates

Add Docusign configuration details

1. Log in to Sage People HCM.

2. In the App Launcher, select Docusign Configuration.

3. On the Docusign Configuration page, Configuration section, select New:

   

4. Complete the fields as follows:

   Field	What to enter
   Location	The profile or user you want to be able to use the Docusign configuration details. Select the picklist and choose Profile or User. Then use Lookup to find and select the profile or user you want. Selecting Profile enables all employees you assign to the profile to use the Docusign configuration you define Selecting User enables the user you select to use the Docusign configuration you define
   DocuSign Account ID	The 32 character GUID associated with your Docusign account. Paste the API Account ID you copied when setting up Docusign to connect to Sage People. Or retrieve it from your Docusign account: Go to Settings > Integrations > Apps and keys to display your API Account ID.
   DocuSign Named Credential	Enter the name of the Named Credential hosting the Docusign Configuration. Typically this will be Sage_People_Docusign_Server.
   (Deprecated) Username	Deprecated. Username setting is no longer in use.
   (Deprecated) Use Send On Behalf Of	Deprecated. Send on Behalf of setting no longer in use.

5. Select Save.

   Sage People displays the Docusign Configuration page with the details you entered, excluding the password.

Repeat this procedure for each profile and user you want to set up to use the Docusign account.

Set up send and return objects

Sage People needs to know where to access the recipient's contact details and where to store data from the completed, returned form.

1. On the Docusign Templates page, work through the templates in turn. Do this to set up send from and return to objects. For the first template. select Edit.

   

   Sage People displays the Docusign Template edit page for the template you selected.

   

2. Complete the fields as follows:

   Field	Description
   Template Status	Picklist. The system sets templates you've newly imported as inactive by default. Complete the template set up before activating a template. Inactive The system lists the template but it's not currently available for use in Sage People Active The template is available for use in Sage People We don't currently support Active Self serve.
   Send from Object	Picklist. The object the system uses as the source for the recipient's email address and full name. This is when you use the Docusign Send button from the employee's Team Member or Employment Record pages in the HR Manager portal. Select the picklist and choose from: Employment for the Employment Record Team Member for the Team Member record. You can also set up an Action Event to send a Docusign form if you set the Send from object to Team Member
   Return to Object	Picklist. The object the system uses to associate data the DocuSign form returns. And to host the document status and completed PDFs.
   Return to Object Id	Picklist. Automatically populates with all IDs available on the object when you select a Send from Object. Select the picklist and choose the correct Object Id. This depends on the Send from... and Return to... object combination you've chosen: Send from Object: Team Member Return to Object: Team Member Return to Object Id: Id   Send from Object: Team Member Return to Object: Employment Return to Object Id: fHCM2__Current_Employment__r.Id   Send from Object: Employment Return to Object: Employment Return to Object Id: Id   Send from Object: Employment Return to Object: Team Member Return to Object Id: fHCM2__Team_Member__c
   Email Subject	As you enter in Docusign when defining the template. You can edit the Subject here. However, remember any changes are overwritten when you next use the Update Template List button on the Docusign Templates tab. To make your changes more permanent, edit the Email Subject for the template in Docusign.
   Email Message	As you enter in Docusign when defining the template. You can edit the Message here. However, remember any changes are overwritten when you next use the Update Template List button on the Docusign Templates tab. To make your changes more permanent, edit the Email Message for the template in Docusign.

3. Select Save.

   Sage People saves your changes and displays the Docusign Template Detail page.

You're now ready to define recipient roles for the Docusign templates.

Define recipient roles

1. On the DocuSign Template Detail page select Update Template:

   

   Sage People asks you to confirm:

   

2. Select Update

   Sage People adds the Send from... and Return to... object detail to the DocuSign Template Detail page and populates the Recipient Roles Related List:

   

3. For each role define the recipient email address and name fields, and the field mapping. Select a Recipient Role number:

   

   Sage People displays the Recipient Role Detail page.

4. Select Edit.

   Sage People displays the Recipient Role edit page:

   

5. Complete the fields as follows:

   Field	Description
   Write-in	Checkbox. Controls how you complete the Recipient Email Address and Recipient Name fields. If checked, you can manually complete the Recipient Email Address and Recipient Name. If unchecked, Recipient Email Address and Recipient Name display picklists for you to choose from.
   Recipient Email Address	The API name of the field on the parent (source) object used to supply the target email address for the DocuSign form. Text field when Write-in is checked, enabling you to enter the API field name manually. Picklist when Write-in is unchecked. When using the picklist, select the picklist and choose the correct Recipient Email Address field name depending on the Send from... and Return to... object combination you have chosen: Send from Object: Team Member Return to Object: Team Member Recipient Email Address: choose the API field name of the address you want to use on the Team Member record: fHCM2__Email__c or fHCM2__Home_Email__c   Send from Object: Team Member Return to Object: Employment Recipient Email Address: choose the API field name of the address you want to use on the Team Member record: fHCM2__Email__c or fHCM2__Home_Email__c   Send from Object: Employment Return to Object: Employment Recipient Email Address: choose the API field name of the address you want to use, including the path from the Employment Record to the Team Member record: fHCM2__Team_Member__r.fHCM2__Email__c or fHCM2__Team_Member__r.fHCM2__Home_Email__c   Send from Object: Employment Return to Object: Team Member Recipient Email Address: choose the API field name of the address you want to use, including the path from the Employment Record to the Team Member record: fHCM2__Team_Member__r.fHCM2__Email__c or fHCM2__Team_Member__r.fHCM2__Home_Email__c
   Recipient Name	The API name of the field on the parent (source) object used to supply the name of the person receiving the DocuSign form. Text field when Write-in is checked, enabling you to enter the API field name manually. Picklist when Write-in is unchecked. When using the picklist, select the picklist and choose the correct Recipient Name field name depending on the Send from... and Return to... object combination you have chosen: Send from Object: Team Member Return to Object: Team Member Recipient Name: select the API field name on the Team Member record: fHCM2__Name_Full__c   Send from Object: Team Member Return to Object: Employment Recipient Name: select the API field name on the Team Member record: fHCM2__Name_Full__c   Send from Object: Employment Return to Object: Employment Recipient Name: select the API field name including the path from the Employment Record to the Team Member record: fHCM2__Team_Member__r.fHCM2__Name_Full__c   Send from Object: Employment Return to Object: Team Member Recipient Name: select the API field name including the path from the Employment Record to the Team Member record: fHCM2__Team_Member__r.fHCM2__Name_Full__c

6. Select Save.

   Sage People displays the Recipient Role Detail page with the Email Address and Name fields completed and the associated Recipient Role Tabs Related List:

   

   Note

   We also know DocuSign Tags as Tabs. Tags in the form within DocuSign become Tabs when they return to Sage People. The two terms are synonymous.

Map DocuSign data to Sage People

Use Recipient Role Tabs to map the data from the DocuSign form to the Sage People Return to Object.

There are some tab types you cannot use to source data for importing into Sage People:

• Signature

• Optional Signature

• Digital Signature

• Signer Attachment

• Initial

• Optional Initial

• Full Name

• First Name

• Last Name

• Email Address

• Note

1. Work through the Tabs you want to map to Sage People fields. For each Tab select Edit:

   

   Sage People displays the Recipient Role Tab edit page:

   

2. Complete the fields as follows:

   Field	Description
   Advanced Rule	Checkbox. Controls how you complete the Return to Object Field Name. If checked, you can manually complete Return to Object Field Name. If unchecked, Return to Object Field Name displays a picklist for you to choose from.
   Send from Object Field Name	The API name of the field on the Send from... object used to pre-populate fields on the DocuSign form. Text field when Advanced rule is checked, enabling you to manually enter the API field name. Ensure you enter the full path if specifying a field on a related object. Picklist when Advanced rule is unchecked. When using the picklist, select the picklist and choose the field.
   Return to Object Field Name	The API name of the field on the Return to... object used to receive DocuSign form data. Text field when Advanced rule is checked, enabling you to manually enter the field name. Ensure you enter the full path if specifying a field on a related object. Picklist when Advanced rule is unchecked. When using the picklist, select the picklist and choose the field.

   When mapping fields from Sage People to DocuSign and from DocuSign to Sage People:

   • DocuSign tags must be compatible with Sage People field types.

   • If you try to map fields that cannot be sent from or returned to Sage People, such as Signature fields, Send from Object Field Name and Return to Object Field Name display the message:

     

   • DocuSign date format is mm/dd/yyyy. Conversion to and from Sage People date fields using a different format is automatic, and the Sage People format is preserved in Sage People. You do not need to manually change Sage People date formats to match DocuSign.

3. Select Save.

   Sage People saves the mapping you have defined and redisplays the Recipient Role Tabs list.

Activate templates

Now that the DocuSign templates are fully defined, remember to activate the templates you want to use:

1. In the App Launcher select DocuSign Templates.

2. On the DocuSign Templates page select Edit for the template you want to activate.

3. On the Template Edit page set the Template Status field to Active.

4. Select Save.