---
template: "page.peb"
title: "Docusign Connection"
displayName: "Docusign"
description: "Install the Docusign Salesforce Apex Toolkit and check its installation from iDialogue Connections."
category: "connection"
contentType: "guide"
audience: "admin"
tags: "connections,docusign,esignature,salesforce,apex-toolkit"
section: "connection"
seoTitle: "Docusign Connection for Salesforce"
seoDescription: "Check the Docusign Apex Toolkit installation in iDialogue and find Salesforce package setup guidance."
---

<!-- Implementation context: stories/connections/Docusign_Connection.md -->

## Docusign

<p><img src="/assets/img/connections/docusign.png" alt="Docusign app icon" style="width:72px;max-height:72px;object-fit:contain;" /></p>

The Docusign connection checks whether the Docusign eSignature for Salesforce Apex Toolkit is installed
in your Salesforce org. The Toolkit uses the `dfsle` Apex namespace.

## Connection status

- **Connected:** iDialogue detected the installed Apex Toolkit.
- **Needs setup:** iDialogue did not detect the Toolkit. A Salesforce administrator must install the package.

Connected confirms package presence only. It does not check your Docusign account connection, sender
permissions, subscription, or ability to send an envelope. Opening Connections or selecting **Refresh All**
does not create or send an envelope.

## Install and check the package

1. Open the **iDialogue Admin** app in Salesforce and select **Connections**.
2. If Docusign shows **Needs setup**, select **Configure** to open the
   [Docusign eSignature for Salesforce listing on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001taX4EAI).
3. Have a Salesforce administrator install the package in the same org and complete the
   [Docusign Salesforce setup instructions](https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=sic1686596075058.html&_LANG=enus).
4. Return to **Connections** and select **Refresh All**. The card shows **Connected** when iDialogue detects the Toolkit.

If the card still shows **Needs setup**, check **Setup > Installed Packages** in the current org. Confirm that
the installed package includes the Docusign eSignature Apex Toolkit, then refresh again. Contact your
Salesforce administrator if the status does not change.

## Document Builder integration

The planned integration will invoke Apex to create Docusign envelopes from Salesforce `ContentVersion`
documents generated by Document Builder. This connection update supplies the installation check and setup
guidance. It does not add envelope creation, sending, or delivery tracking.

Return to the [Connections catalog](/connections/index.html).