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How to integration sign add salesforce

hi guys Nicoll here welcome to Salesforce true and today's topic is cosine integration with Salesforce so what is DocuSign DocuSign is a is an application designed to collect and manage the digital signature so with DocuSign you can send an online document to people who need to sign them and then collect and manage those signatures DocuSign also offers additional services to help you verify identities performance perform background checks and manage digital workflows request signature allow customer to sign electronically automate pull and push data between sales force in DocuSign so all stuff that is related to digital signature on a digital document can be achieved easily with the DocuSign and today we're gonna learn how we can integrate the DocuSign application with Salesforce so for that we will go to our Salesforce org first logging into your Salesforce org let's go to the Lightning experience first first step is to download the doc web doc use sign up so we'll go to app exchange I'll go to set up and search for have exchange a virtual marketplace you can click here so in this market app exchange market you can search for DocuSign so it's coming for me you can select this one DocuSign a signature for salesforce the world number one a signature solution click on this and click on get it now open the login screen allow it yeah now it's asking us to install it in this Ark or in the sandbox I'll say install here for this org and you click the checkbox I have read and agree the terms and condition it gives you a one month free subscription so confirm and install and install for admin only so I said yes install all the feature yes and click checkbox click continue it takes some time so it's showing the message that this app is taking a long time to install you can see click done and close this model you can go to install packages and we can track the status here whether the app is installed yet or not once it's available it will reflect here let's wait some more time I mean to your registered email ID and then you refresh your page and you will able to see the install package DocuSign a signature for salesforce it's active now let's go to the app launcher and search for DocuSign now you can see there is an app doctor sign here you click on this so here you have many tabs like here you can check your local sign status your envelope configuration you have different standard objects account contacts leads contracts and the most important one is DocuSign Edney so first we'll select our home sign it mean so now we have to sign up for if you don't have an account for DocuSign you just click sign up if you already have unit you can login into the account so I don't have I'll click on sign up and it asked for my number next so it says your free trial account is almost ready check your email for activated activation link so once you go through your email you will see this kind of email from DocuSign and click on activate it will take you to the top design website and ask you to set your password and click activate so now you have logged in successfully you can see you have the trial account 30 days left you your account will be expire on 26th of March not much after my 26th May and let's go back to our or Salesforce all know you logging into doctor side from here click login so doctor sound DocuSign account login successfully and now it's asking you for the Salesforce or password so that your DocuSign and CH force can be in sync so enter your password hit the check box and hit that so once you hit the connect now you have logged in successfully and it changer message installation complete select layout to add DocuSign a signature or Salesforce buttons and this top page layout select user to grant access so I get four settings so under this tab you can do your setting whether to hide the now beside Now button or hide the next button all those I didn't show on all the setting features you can manage here within the layouts within the layout you can select whether you want this dog feature for the all or for classic buttons or for lightning and mobile action so in this demo we'll select contact layout so this DocuSign feature will be available for the contact layout and it's saved then next we'll go to the custom tags so in custom tag will create new tags so I'll give this name accounting related field to Salesforce select yes and it's related to which object contact and within contact it's an account ID account ID reference type and select account name and we want this layout this custom tax to be read-only and shared so whichever custom tag you'll create you've been able to add in your document a document that you want to send to your customer for digital signature and go down and hit save similarly quickly will add more I want the email difficult Salesforce related to contact and is an EU and it's read only n share click Save I want full number as well so I perform let it feel it select act and it's a goodbye form read-only and shared click Save you want a surname as well so I'll say a name change force same object back and read only and shared hip save no D we have four fields ready and let's go to first DocuSign Edmond you can check what's there in users first so these are the list of all users like DocuSign is available for these users and if you won't see the active users so it's by default active for all the users that's available in the org you can manage them whether you want to inactivate deactivate or whichever way you want to restrict the user you can handle under the users tag so now let's create our template that we want to send to the user or the customer so click on this DocuSign icon it will navigate to the adopt assign website so on top of the page you can see there is a link called templates click on templates and then click on create your first template so you can upload your template as well like if you have a predefined template so I'll go with any document that I have suppose it's my resume I'll go with this and I'll give some name you can dress it into the envelope if you want more I'll click recipient preview so this is our dog that he has loaded so in the preview you can see click Next and if you want any field to come below you can try it from here otherwise we can do it while we were sending so let's click Save and close our template is ready let's go back to our Salesforce org let's go to contacts and I have one contact created sales was true you can create new one it is always prefer to create a new one and now you can see talk assign status DocuSign recipe status is coming under the related tag and if you want to send something or any digital document to the mr. Salesforce true you can click this arrow click DocuSign it's a which document you want to send so I can select from my DocuSign template so the template that we have created Nikhil resume select if your custom message or subject that you want wired click Next there are many features but we are covering only the basic feature of sending a document and receiving the signature so now it's proving our document and we'll go down and we'll try the signature here I want you did sign within the document if you want name you can add that name as well anything that you want you can add here drag and drop and I get send now so it will send this document to the email id publish the contact has created so talking if the status is documents in return to contact so here you can see now if you refresh the page so DocuSign status is 0 but recipient status is 1 so the spin status is send right now let's go to our email id so you can see the message from DocuSign so i click on review document so this is a document that we have seen if you go down you will see the feature of sign date and name so name it beeps automatically from your contact the date is the current date if you click on sign you will able to sign it here or if you want to select this or you can draw as well so I tried something some signature adopt and sign now it's done once you done with the digital signature and good with the document click on finish and you are done with signing continue now let's go back to our Salesforce work and we will receive our DocuSign status now so the DocuSign the status is completed and the document is done and the status you can see here when he has done the signature this time is 8 1 p.m. so it's mass totally the time we have done the signature and the time taken to complete its 2 minute you can track is in every thing in under the DocuSign status so this is all about today's video in which we learn how to install the DocuSign from the app exchange then a little bit feature how to create the custom tags how to give access to a particular user and then how to create our template by uploading the template you can create your custom template as well and then we send the document to the content and once the contact has done the signature you will get the updated status on your own tapas and status tab so for this I'll add the DocuSign link in the video's description and if you guys have any doubt or any any question you can ask me in the videos comment but this is a very basic intro about design it you can't it has many many features that you can achieve and I would suggest you guys to go through the DocuSign documentation to achieve some complex features and thanks a lot for your time have a good day