How to Configure Docusign¶
Go to ‘https://developers.docusign.com/’ and create your Docusign developer account.
Here, user can register and create developer account.
After that login into developer account and Create App.
Setting --> App and Keys --> Open Your Demo App.And copy and save your required credential for the forther use.
How to Configure Docusign in Flectra¶
Create to create
Fill the given required fields and click on
Set Your fields using this drag and drop features and click on save button.
Save document and click
Create Contextual Action button.
Open Sale Order and click on
Action Menu.Click on
Ready to send button and it’s automatically send data to document upload stage.
Then you can check your document status in chatter-box via it’s document-id.