It’s time to integrate DocGen for Salesforce with the new DocuSign Apps Launcher!
DocuSign announced that it will retire its Legacy authentication on September 30, 2024. Any Nintex DocGen
️ for Salesforce customers currently using our DocuSign (Legacy) integration must make changes before September 30 to continue using DocuSign with DocGen. The three videos below are designed to make this process easy for you.
Create a DocuSign delivery option with the DocuSign Apps Launcher integration
Dive into the DocuSign Apps Launcher with our comprehensive video guide. This tutorial is designed to walk you through every step easily. In this tutorial, you will:
- Upgrade Nintex DocGen for Salesforce to version 19.10 or higher.
- Install the DocuSign Apps Launcher.
- Learn about the requirements for your DocuSign account.
- Integrate DocuSign with Nintex DocGen for Salesforce.
- Build a DocuSign electronic signature delivery option on a DocGen Package.
- Apply recipient tags to a document on a DocGen Package.
Convert existing DocuSign Legacy delivery option through the DocuSign Apps Launcher integration
If you have completed your dive into the DocuSign Apps Launcher and are now ready to convert your DocuSign Legacy delivery options, the next video is for you.
For this video, you should have already:
- Updated Nintex DocGen for Salesforce to version 19.10 or higher.
- Installed the DocuSign Apps Launcher.
- Verified the requirements for your DocuSign account.
- Integrated DocuSign with Nintex DocGen for Salesforce.
If you have completed all of the above steps, you are ready to convert those DocuSign Legacy delivery options to the DocuSign Apps Launcher. In some cases, building a new DocGen package may be preferable, but this method is a nice way to accelerate moving to our newest DocuSign integration
Add Related List for DocuSign Recipient in Salesforce Classic
You have transitioned your document delivery options from DocuSign Legacy to DocuSign. The next video provides a tutorial If you are still using Salesforce Classic and want to add related lists.
