DocuSign
Connect the account used to send documents from this workspace.
Signed in as bhavin@varianceinfotech.in · Demo
Templates must exist in the same DocuSign environment (Demo → appdemo.docusign.com, Production → app.docusign.com).
Workspace
Settings
Templates
Pulled from your DocuSign account. Turn on the ones you want on Send.
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test test
Clients
Send uses contacts from this workspace.
Marketplace scopes must include contacts.readonly. Reinstall the app from a sub-account after adding that scope.
Document fields
Turn on the GHL contact fields you want to map. Set each DocuSign tab name, and enable writeback when the signer should update the contact.