After the standard Authorization and Application information steps, the wizard shows the Docusign Setup step. The wizard page is titled Docusign for Quickbase Set-up. The steps on the left are Authorization, Application Information, Docusign Setup (this step), and Finish.
The step has two parts: the table setup at the top, and the signer setup below it.
Before you start: connect your Docusign account
Docusign for Quickbase sends documents for signature from your company's own Docusign account. Connect that account before you run the wizard:
Sign in to the Extensions Portal and select Client Credentials in the left menu. Only your company's Client Admin sees it.
In the DocuSign section, check the Auth Option. With Access Tokens, select Generate Docusign refresh token and sign in with your company's Docusign account.
For the details of each option, see Client Credentials.
The wizard doesn't ask for a Docusign account and doesn't check that one is connected. If none is connected, the wizard still finishes without a message, but Docusign for Quickbase isn't linked to your company's Docusign account. Don't send documents for signature until you've connected it. If the DocuSign section reads No DocuSign settings found., or you can't connect your account there, submit a technical support case.
Table setup
Select Table to Setup (required). A drop-down list of your app's tables. Choose the table you want to send files for signature from. Ideally, it's a table that already has the document to send, or will have it. The wizard adds the Docusign for Quickbase fields to this table.
Prefix for Labels (optional). Text that the wizard adds to the start of the name of every field it creates on the table. Use it if you set up the same table more than once, so you can tell the setups apart. For example, with the prefix Project, the Send to Docusign field is named Project Send to Docusign.
Select a Field that has the file to be signed (required). It starts at Select a File Attachment Field and lists the table's file attachment fields. Choose the field that holds the document to send for signature. If you don't have one yet, choose Create a Field (the last item in the list).
Name of the Field (required). Appears only when you choose Create a Field. Enter the name of the new file attachment field.
Record ID# of Document Template (optional). Shown only if your app already has a Document Templates table, for example from one of our document generation extensions. To use an existing template record with Docusign, enter its Record ID# (1 or higher). Leave it blank and the wizard adds a sample template, with sample recipient tags, for you to start from.
Signer setup
Each signer has its own tab. The step starts with one tab, First Signer. Select Add Another Signer to add Second Signer, Third Signer, and Fourth Signer. The wizard sets up to four signers. To add more later, see Docusign email recipients.
Each tab has:
Signer Type. How this signer is asked to sign, if at all. The choices depend on the tab:
Email (all tabs). The signer gets an email at the address in the signer's email field, and signs after opening Docusign from that email.
Captive (First Signer only). The first signer signs right in Quickbase. When someone selects Send to Docusign in your app, the envelope is created and the first signer signs in that same pop-up window. Use it when the signer is with the person sending the envelope, on the same device.
Receive a Copy (second to fourth signers only). This recipient doesn't sign. They get a copy of the document once the earlier recipients have completed it.
Field that has the name of the signer. A list of the table's text fields. Choose the field that holds the signer's full name. If there isn't one, choose Create a Field.
Name of the Signer Field. Appears only when you choose Create a Field. Enter a name for the new text field.
Field that has the email address of the signer. A list of the table's text and email fields. Choose the field that holds the signer's email address. If there isn't one, choose Create a Field.
Name of the Email address field. Appears only when you choose Create a Field. Enter a name for the new field.
Finishing the step
This is the last step before Finish. Select Finish to install Docusign for Quickbase. Select Previous to go back to Application information.
If something is missing, the wizard stays on this step and shows one of these messages:
Message | What to do |
|---|---|
Please select a table from your Quickbase application that you would like to generate documents from. | Choose a table in Select Table to Setup. |
The usertoken selected does not have permissions to create fields in the <table> table. Docusign for Quickbase needs permissions to create fields in order to continue the setup. | Use a user token that can create fields on that table, or ask your app administrator for that permission. |
Please select file attachment field | Choose a field in Select a Field that has the file to be signed. |
Please enter the name of the File Attachment field | Fill in Name of the Field. |
All required fields not filled out for Signer <n> | On that signer's tab, choose both a name field and an email field. If you chose Create a Field for either one, enter a name for the new field. |
If the app already has Docusign for Quickbase
If you run the wizard again on an app that already has the Docusign for Quickbase tables, you can check Authorize Only No Setup Required on Application information. The wizard then re-authorizes the app and links it to its existing Docusign tables, without adding fields.
Next
See Docusign for Quickbase Finish for what the wizard creates.