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The rest of this article focuses on how to enable forms for DocuSign and manage DocuSign documents in standard workflows. Much of this information (other than enabling DocuSign) is covered in Admin training 6: https://uwmadison.app.box.com/s/ygzb6ioewfij46l5k8a2aq0x2tmo55qp

Configure Fluxx

Enable DocuSign for a Documents Component

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Full article here: https://fluxxdev.atlassian.net/servicedesk/customer/portal/1/article/1796113756?src=1674484752Also refer to Admin training 6: https://uwmadison.app.box.com/s/ygzb6ioewfij46l5k8a2aq0x2tmo55qp

1. In the Admin Panel, go to Card Documents > Documents and open the template you want to configure.
2. Expand the DocuSign section (find it in the Attributes section on the right) and configure:
   • Subject: Default email subject line (NOTE: you cannot customize this message using Fluid configuration)
   • Body: Default email body content (NOTE: you cannot customize this message using Fluid configuration)
   • Contacts: The following fields work in tandem to add recipients
     1. Contact Type: Send to a specific Fluxx user (ex. Mary M), a specific person associated with the record (ex. Primary Contact), or an email (ex. anderson@wisc.edu)
     2. Recipient: How this appears depends on what you select as Contact Type. All Fluxx User records appear if you select Fluxx User, contacts similar to those shown in email configurations appear for Grant Contact, and a free text box appears for Email Address
     3. Docusign Role: Determine whether this person should sign or simply receive a copy of the signed document.
     4. After all settings have been configured, click +add.
        No default contacts will be populated if you skip this step!
     5. Repeat a-d as needed.
   • Signature Order: Once you've added all users, you can determine the order in which each contact receives the document. This is also where you remove contacts.

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