Purpose
Provide step by step instructions for how to setup Document Authorization in CM using Docusign
Prerequisites
This guide assumes you already have a DocuSign account ready for inputting details to use for signing. To get a free developer account,
register at https://developers.docusign.com/platform/account/
Instructions
Ensure the 'Document Review and Authorization' feature is enabled under System Options → Features
Record Configuration
Add to or create a new record type to support the Document Review process.
1. Navigate to Properties → Document Review
a. Ensure ‘Documents should be authorized by the following Location’ is checked and add yourself as a default
b. Set ‘Select the authorization process to use’ to 'DocuSign'