Certain aspects of the DocuSign template configuration must be followed for the integration with DocuSign to work. This video provides guidance on how to create a new DocuSign template to meet the requisites and highlights considerations regarding the Fourth & DocuSign integration.
Any number of document Templates can be created in DocuSign for sending to employees for electronic signing (a contract of employment, for example).
This video shows how to create a new template (in MS Word or similar) and upload into DocuSign. Once in DocuSign, mapping fields can be added which will either be auto-filled with system information or manually completed by the signee.
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