# DocuSign Setup (Admin)

After completing the [DocuSign Authorization](/integrations/docusign/docusign-authorization.md), configure the integration settings in the Welkin Admin portal to control how DocuSign works for your organization.

## Accessing DocuSign settings

1. Log in to the Welkin Admin portal
2. Navigate to **Integrations → DocuSign**
3. Confirm the integration status shows **Authorized**

## Configure sender settings

### Default sender

Set the default DocuSign sender for your organization – this is the name and email address that recipients see when they receive a signature request:

1. Under **Sender Configuration**, select the default sender from the list of authorized DocuSign users
2. Optionally, enable **Send on behalf of** to allow individual care team members to appear as the sender using their own name (requires DocuSign seats for each user)
3. Save changes

### Email notification settings

Configure what patients and signers receive:

* **Reminder frequency** – how often DocuSign sends reminder emails to unsigned documents (e.g., every 2 days)
* **Expiration** – the number of days before an unsigned document expires (recommended: 30 days for consent forms)
* **Custom email subject and message** – personalize the email patients receive with a signature request

## Configure document storage

Specify where completed (signed) documents are stored in Welkin:

1. Under **Document Storage**, select the Welkin document category for signed documents (e.g., "Signed Consents", "Patient Agreements")
2. Enable **Auto-attach to patient record** to automatically link signed documents to the patient's record upon completion
3. Optionally, enable **Notify care team on completion** – choose a role or specific users to receive a notification when each document is signed

## User access settings

Control which Welkin users can send DocuSign documents:

1. Navigate to **User Roles** in the Admin portal
2. Edit the relevant roles (e.g., Care Coordinator, Clinician)
3. Under **Permissions → Integrations**, enable **DocuSign: Send Documents**
4. Save the role

Only users with this permission will see the DocuSign send option in the Care portal.

## Audit and compliance settings

* **Signature audit trail** – DocuSign automatically generates a Certificate of Completion for every signed document. This is stored alongside the signed document in Welkin.
* **Retention** – configure how long completed envelopes are retained in DocuSign (separate from Welkin storage)
* **Wet signature fallback** – if a patient cannot sign electronically, staff can upload a scanned signed document and attach it to the patient record manually

## Testing after setup

Before going live, send a test document to yourself or a test patient to confirm:

* The email arrives with correct sender name and branding
* The signature fields are correctly positioned
* The completed document appears in the test patient's record in Welkin


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