Streamline repeatable onboarding and compliance workflows
Use the Docusign® integration to reduce manual document setup for repeatable Talent Management workflows. Template-Based Document Automation helps you generate document packages, assign signatories automatically, and streamline onboarding, compliance, and assignment-related processes.
Why it matters
- Reduce the time spent preparing documents for signature.
- Improve consistency across onboarding and compliance processes.
- Reduce the risk of assigning documents to the wrong signatory.
- Accelerate document delivery for repeatable workflows.
- Scale document-related activities more efficiently as program volume grows.
- Support a more streamlined signing experience for candidates and contingent workers.
Who it's for
Program office users
How it helps
- Generate document packages automatically from configured templates.
- Apply template-based signatory assignments.
- Enable package review before approving.
- Allow updates to documents, signatories, and signing order when needed.
- Accommodate workflows that use multiple document packages.
- Combine automated processing with manual intervention when exceptions occur.
Availability and setup
- Available after your organization enables the Docusign integration.
- Requires a Service Request and configuration of workflows, approval steps, and template signatory roles.
- Applies to Talent Management workflows that use Docusign.
Before you begin
- Ensure that Template-Based Document Automation has been enabled for the workflow.
- Confirm that the workflow includes the required eSignature approval steps.
- Identify the templates that should participate in automated processing.
- Configure Default Signatory Information for applicable templates.
- Identify which signatories should be assigned automatically.
- Validate template and workflow configuration in a non-production environment before deployment.
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
Understand document packages
A document package contains the documents, signatories, and signing order used in a single eSignature transaction. Use document packages to organize related documents and signatories. You can use one or more document packages depending on template configuration and business requirements.
| Component | Purpose |
|---|---|
| Documents | Define what requires review or signature. |
| Signatories | Identify who receives the documents. |
| Signing order | Determines the sequence in which signatories take action. |
Understand Default Signatory Information
Use Default Signatory Information to associate signatory roles with a template. These assignments can automatically populate signatories during document package generation.
The Default Signatory Information section includes role selections and signing-order fields.
Available signatory roles
| Role | Use when |
|---|---|
| Client | A client representative should review or sign the document. |
| MSP | An MSP representative should review or sign the document. |
| Resource | A candidate or contingent worker should review or sign the document. |
Understand signing order
Use the Signing Order field to define the sequence in which signatories complete their actions. Lower-numbered values are completed before higher-numbered values.
Important
When Auto Dispatch eSignature Handling is turned on, only templates set up with signatory roles display during eSignature initiation or document package generation.
Understand template behavior
The eSignature experience varies based on template configuration.
| Template configuration | Result | Recommended use |
|---|---|---|
| Includes Default Signatory Information | You can use template-based signatory assignment. | Use when signatory responsibilities are predictable and repeatable. |
| Does not include Default Signatory Information | You must assign signatories manually. | Use when signatory requirements vary by situation. |
| Includes ad hoc or standalone documents | You must assign signatories manually. | Use when documents or recipients differ from the standard process. |
Important
Configure Default Signatory Information only when signatory responsibilities are predictable and repeatable. When signatory requirements vary, use manual signatory assignment.
To accomplish your task, complete these steps from your Enterprise dashboard.
Review a document package
Use this process when a workflow reaches a configured eSignature step.
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Open the Manage eSignature task.
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Open the approval record.
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Select Complete eSignature Setup. A Manage eSignature Documents dialog displays.
What this does: Opens the document package review experience.
Why this matters: This is where you review documents, signatories, and signing order before completing the approval.
In simple terms: You're reviewing the package before moving the workflow forward.
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Review the documents included in each document package.
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Review the assigned signatories.
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Review the signing order.
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Select Confirm if no changes are required.
What this does: Saves the document package and completes the approval step.
Why this matters: The workflow can't continue until the package is confirmed.
Modify a document package
Use edit mode when documents or signatories require updates.
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Select Manage Documents. The dialog switches to edit mode.
What this does: Allows you to update package contents and signatories.
Why this matters: Some workflows require adjustments before documents are processed.
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Review the package configuration.
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Add, remove, or update documents as needed.
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Add, remove, or update signatories as needed.
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Update the signing order if necessary.
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Select Save Changes. The dialog returns to read-only mode.
What this does: Saves your updates and returns the package to review mode.
Why this matters: Reviewing changes before confirming helps ensure the correct documents and signatories are included.
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Review the updated document package.
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Select Confirm.
Add a document package
Use multiple document packages when different groups of documents require different signatories or signing sequences.
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Open the Manage eSignature Documents dialog.
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Select Add Document Package. A new document package displays.
What this does: Creates an additional grouping of documents and signatories.
Why this matters: Different documents may require separate signatories or signing sequences.
In simple terms: You're creating another package of documents and signatories.
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Add the required documents.
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Configure the required signatories.
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Select Save Changes.
Understand signatory selection behavior
Available signatory options depend on your role.
| User type | Available signatory organizations |
|---|---|
| Program office user | Client, MSP, Resource, Supplier, External |
| Supplier user | Resource, Supplier, External |
Additional signatory rules
- Duplicate signatories aren't allowed.
- A resource can be added to a document package only once.
- External signatories require manual entry.
- Signatory names and email addresses are required before changes can be saved.
Understand validation rules
| Rule | Description |
|---|---|
| Document requirement | At least one document is required. |
| Signatory requirement | At least one signatory is required. |
| Document limit | Maximum of 10 documents per package. |
| Signatory limit | Maximum of 10 signatories per package. |
| Package size limit | Maximum package size is 20 MB. |
| Duplicate prevention | Duplicate signatories and duplicate signing orders aren't allowed. |
| Template eligibility | Warning messages display when no eligible template contains configured signatory information and manual signatory setup is required. |
Learn more
- About Docusign integrations
- Docusign integration: Managing your integration via self-service
- Docusign: Administering talent management templates via self-service
- Docusign: Overseeing talent management documents
- Docusign: Understanding Talent Management integration errors
| Persona Program office users | Modules eSignature | Documentation release Beeline Enterprise | Q3 2026 | Feedback? Email us: |