Connect DocuSign to your Salesforce account

1. Login to your existing DocuSign account.
2. Go to Preferences and select Account Administration > Connect from the left menu.
3. Select Add Configuration > Salesforce
4. Follow the prompts to add your Salesforce login credentials.

5. Select Add Object, select the Application object, then:

   In the Select Where section map the following fields:

   • Candidate Email to the DocuSign Field Recipient Email
   • Candidate Name to the DocuSign Field Recipient Name

   In the Update Fields section map:

   • Offer Signed Date to the DocuSign Field Recipient Signed Date

   In the Attachments section:

   • Check Attach DocuSign Documents

   • Select Filename: Document Name + Envelope Status + .pdf

   • Select Contents: Document - one PDF per document

   • Check Completed envelope only
6. Select Save.
7. On the left menu select Account Administration > API
8. Request an Integrator Key if you do not already have one. You will need the Integrator Key when configuring Recruit.
9. Logout of DocuSign.