Configuring your desktop to use DocuSign

Configure your desktop to use DocuSign.

Procedure

  1. As an administrator, open your desktop and go to Menus.
  2. Find and select Default document context menu. Search the "default document" by using the filter.
  3. On the toolbar, click Copy.
  4. Give the copied menu a name like Document Context Menu with DocuSign. Add DocuSign: Sent for signature, DocuSign: Pull Sign Status, DocuSign: Get eSignature History, DocuSign: Check In Signed Document, and DocuSign: Cancel Signature actions from the Available list to the Selected list. Click Save.
  5. Find and select the Default teamspace content list context menu. (Search the default teamspace content list by filter.)
  6. Click Copy.
  7. Give the copied menu a name like Teamspace content list Context Menu with DocuSign. Add DocuSign: Sent for signature, DocuSign: Pull Sign Status, DocuSign: Get eSignature History, DocuSign: Check In Signed Document, and DocuSign: Cancel Signature actions from the Available list to the Selected list. Click Save.
  8. Go to Desktops and edit your desktop.
  9. Go to the Menus tab and find the Document context menu.
  10. Select Document Context Menu with docuSign from the menu list.
  11. Find the Teamspace content list context menu.
  12. Select Teamspace content list Context Menu with docuSign" from the menu list.
  13. Save the desktop.