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Log in to DocuSign development if initially configuring the integration or DocuSign production after configuration is complete
Click Templates
Click New > Create Template
Give your template a name and, optionally, a description
Add a Document to serve as the content; the integration supports an envelope containing five or fewer documents
Add Recipients; for envelopes with multiple recipients, you must check Set signing order.
For a Student signer in Role enter Student and leave Name and Email empty
For a parent 1 signer in Role enter Parent1 and leave Name and Email empty. A parent is someone connected to the student with a relationship code of PAR. The parent must have a valid email address in Campus Cafe. If Parent1 and Parent2 two are set to the same DocuSign signing order then only one parent will be required to sign, otherwise both parents will be required to sign. If the DocuSign template contains only Parent1, the system will choose the first parent added to the system.
For a parent 2 signer in Role enter Parent2 and leave Name and Email empty. A parent is someone connected to the student with a relationship code of PAR. The parent must have a valid email address in Campus Cafe. If Parent2 and Parent1 two are set to the same DocuSign signing order then only one parent will be required to sign, otherwise both will be required to sign.
For an administrator 1 signer in Role enter Admin and leave Name and Email empty. The administrator is then chosen based on the workflow definition in Campus Cafe. The administrator must have a valid preferred email address in Campus Cafe.
For an administrator 2 signer in Role enter Admin2 and leave Name and Email empty. The administrator is then chosen based on the workflow definition in Campus Cafe. The administrator must have a valid preferred email address in Campus Cafe.
For an administrator 3 signer in Role enter Admin3 and leave Name and Email empty. The administrator is then chosen based on the workflow definition in Campus Cafe. The administrator must have a valid preferred email address in Campus Cafe.
Click Next to add fields to the form. Fields are either additional information entered by the signer or information transmitted from Campus Cafe to the DocuSign template. Certain information about students may be transferred from Campus Cafe to the DocuSign template. To do so, add a text field in the DocuSign template with the proper Data Label Value. For example, to insert the student's first name into the DocuSign template, add a text box with the Data Label of Student_FName. A complete list of Data Label Values appears below. Data Label values are case sensitive. A sample DocuSign Template is attached to this Knowledge Base article and may be imported into DocuSign. Campus Cafe recommends
you make the fields read only or the signer will be able to edit the data.
Add additional text fields as desired
Click Save and Close
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Campus Cafe Field | DocuSign Data Label Value |
|---|---|
ID Number | StudentId |
Student First Name | Student_FName |
Student Middle Name | Student_MName |
Student Last Name | Student_LName |
Student Last 4 digits of SSN | StudentLast4SSN |
Student Home Address 1 | StudentAddress1 |
Student Home Address 2 | StudentAddress2 |
Student Home Address 3 | StudentAddress3 |
Student Home City | StudentCity |
Student Home State | StudentState |
Student Home Country | StudentCountry |
Student Home Zip | StudentZip |
Student Home Zip Extension | StudentZipExt |
Student Home Phone | StudentCellPhoneStudentHomePhone |
Student Cell Phone | StudentCellPhone |
Student Date of Birth | StudentDOB |
Start Date of Accepted Semester | StudentStartDate |
End Date of Accepted Semester | StudentEndDate |
Accepted Semester | StudentStartSemester |
Accepted Degree Type 1 | StudentDegreeType1 |
Accepted Major 1 | StudentAcceptedMajor1 |
Accept Major 1 Hours to Complete | StudentHoursToComplete1 |
Accept Major 1 Years to Complete | StudentYearsToComplete1 |
Accept Major 1 Expected Graduation Date | StudentEstGradDate1 |
Accepted Degree Type 2 | StudentDegreeType2 |
Accepted Major 2 | StudentAcceptedMajor2 |
Accept Major 2 Hours to Complete | StudentHoursToComplete2 |
Accept Major 2 Years to Complete | StudentYearsToComplete2 |
Accept Major 2 Expected Graduation Date | StudentEstGradDate2 |
Accepted Degree Type 3 | StudentDegreeType3 |
Accepted Major 3 | StudentAcceptedMajor3 |
Accept Major 3 Hours to Complete | StudentHoursToComplete3 |
Accept Major 3 Years to Complete | StudentYearsToComplete3 |
Accept Major 3 Expected Graduation Date | StudentEstGradDate3 |
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Log in to Campus Café
Navigate to All Users > Workflow Definitions
To create an Admissions DocuSign workflow definition, select Member A (Admissions), To create a Financial Aid DocuSign workflow, select Member F (Financial Aid) Choose other members depending on business process
In the Definition Name box add a name for the workflow
Click Add
From the type menu, select a type. To show the document in the applicant status (admissions portal) choose MISSINGDOC. To show the document in the student document portal or financial aid portal choose DOCUMENT. No other Types are supported.
In the Description box enter a description
In the Mode box select the mode Note only
Under attachment choose who may add, view or delete the document by checking the boxes. Campus Cafe recommends selecting at a minimum Tracked Person Can View Attachment so the student or applicant can see the completed document in Campus Cafe.
At the bottom of the page under DocuSign Template click the Click the magnifying glass to see your DocuSign templates. If none appear, confirm that you have at least one template saved in DocuSign and that your configuration values are accurate.Click Select next to the desired template
Student: Represents the applicant or student
Parent: Represents a maximum of two people connected to the individual with a relationship code of PAR
Admin: Select the faculty or staff member from the drop down that appears once the box is checked (This list is associate a DocuSign template with the workflow.Click the trash can icon to remove the DocuSign template associated with the workflow.
Assign Signatories
Student must Sign: Select option to require a student to sign.
Notify Student When Signature is Pending: Leaving this selection unchecked means the student will not be notified via a docusign email that a signature is pending, regardless of the student’s position in the signing order.
Parent must Sign: Select option to require the primary parent relationship to the student to sign
Admin must Sign: Select a non-student to sign; list of users is controlled by any non-student that has an active flag
on faculty info
.
Admin 2 must Sign: 2nd Admin signature option.
Admin 3 must Sign: 3rd Admin signature option.
Click Save
Link workflow with activity tracking template
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