The DocuSign plugin for Laserfiche, does not provide the full Docusign experience to allow you to markup a document, it is template based.

In the WebClient (required) the user can select the Document and chose the Request a Docusign signature feature. From there they can select a template (Based on DocuSign permissions it will show you templates that you have been assigned to, it will not dynamically pick the correct template.

Once the template is chosen, the user enters the persons to sign based on what was preconfigured in the template, not tokens available here.

We found this worked best with static forms, as forms where the fields need to flow dynamically to the correct position had shown some mixed results, so you would need to test to ensure it will work for you.

Once the envelope is completed, if configured, DocuSign will return the signed document to the Repository. The signature will appear on the PDF layer of the document. If you have "Pages" the signature will not appear there unless you regenerate pages once the document is received.

It is possible to configure some metadata fields to be updated by Docusign when the document is returned