DXC Solutions for DocuSign and Dynamics 365

Setup Dropdown lists

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List

The DocuSign List page is used to set up all dropdown lists. The applicable dropdown list can then be selected when the Template’s Signatory details Tag is set to List .

The List form can be reached by navigating to Organization administration > Setup > Docusign > List

To create a new list:

  1. Click on New to create a new List.
  2. Enter the List name field (Maximum 10 characters).
  3. In the Values fast tab, select Add to begin adding your list values
Field Description
Default Select the applicable value that should be set as default.
Value Enter the dropdown list value. (Maximum 10 characters)


List

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