Docusign Configuration

Docusign Configuration

ADMIN HELP CENTER · DOCUSIGN

Docusign Configuration

Build the reusable offer-letter and contract templates that power every Docusign document. Drag in placeholders, pick a letterhead, set the signing authority — then save and you're ready to generate.


Admin · Template setup
Before You Begin

Prerequisites

  • Docusign account connected to Workwisely
  • Access to Compliance Management → Docusign → Configuration
  • Approved offer-letter copy and company letterhead assets
What You'll Achieve

Outcome

  • Reusable templates with dynamic candidate / employee data
  • Consistent letterhead and branding on every document
  • Clear signing authority and signature type per template
Tip

Use placeholders like {candidate_name}, {job_title}, and {salary} everywhere the content changes per document — never hard-code values. Drag them in from the right-hand panel to avoid typos.

  • Navigate to Compliance Management → Docusign → Configuration

  • Click on the Configuration tab and then with the +Add New button.

  • A pop-up window will appear where you can: Enter your offer letter content in the editor.

  • On the right-hand side, you will find a list of placeholders(drag and drop supported). These placeholders (Eg: {candidate_name}, {job_title}, {salary}) will automatically populate with real candidate data or employee data when the letter is generated.

  • Provide the Template Name. This is the unique identifier used to distinguish templates in the system.

  • Choose your desired letterhead format:

  1. Empty Header- No branding/header content

  2. Letterhead(Right Align) - Company header aligned to the right

  3. Letterhead(Left Align)- Company header aligned to the left.

  • Then, select the Signing Authority – This feature allows administrators to designate one or more users who are authorized to digitally sign documents via DocuSign. During the offer letter process, the system will prompt you to choose a signatory from the authorized list.

  • You can configure the signature type as one of the following:

  1. Employer only (with or without date)

  2. Both Employer and Candidate (with or without date)

  3. Both Employer and Employee(with or without date)

  • The selected signing authority will receive a DocuSign email with a secure link to review and complete the digital signature.

  • Click the Save button once completed with all the configuration.

Placeholders

Title

Description

Candidate Personal


Candidate Name and Candidate Personal Email

Candidate Job


Candidate Designation, Job Title and Candidate Department

Candidate Contact



Candidate Mobile Number

Candidate Salary

Candidate Basic Pay and Candidate CTC

Candidate Bonus

Signing Bonus

Organization


Organization Name and Organization Logo

Signing Authority


Candidate, Employee, Manager or Admin, Date Signed(Candidate), Date Signed(Employee) and Date Signed(Manager/Admin).

Employee Personal

Employee Name, Date of Birth, Personal Email, Compliance Number

Employee Job

Employee Id, Date of Join, Probation Date, Confirmation Date, Employee Email, Manager Name, Manager Designation, Designation, Location, Department, Employee Type, Previous Designation, Previous Department, Previous Location, Notice Date, and Resignation Date

Employee Contact

Employee Current Address, Employee Permanent Address and Mobile Number

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