There are three main components to successfully configuring the Integration for DocuSign module:
Once you configure these components, you can begin uploading documents to sign using the OnBase Client and/or Unity Client.
Note:
The Unity Client does not require that you configure signature locations on Document Types for signing; however, if a user uploads a document belonging to a Document Type that is not fully configured, the document must be edited as a draft in DocuSign before it can be signed.