• Go to the AppSource store and navigate to DocuSign for Dynamics
• Sign in with your Admin credentials
• Click on Get it now
• You are now being forwarded to the Admin Center
• Select the right Environment and agree to both options
• Now click on Install
• The installation process may take some time
  • If you want to check the status of the installation, go to the admin center and click on Environments
  • Select the right environment
  • Under Resources click on Dynamics 365 apps
  • Look for DocuSign for Dynamics in the List and check the status
• When the Installation is finished, go to HR HUB
• Click on the Gear Icon in the top right corner
• Select Advanced Settings
• Under DocuSign in the left column select DocuSign Admin
• Login with your DocuSign Account or create a new account
  • If you have to create a new account, click on Sign up and follow the steps as described
• When you are logged in, click on Connect
• When the Setup process is done, you can see the DocuSign Admin Center
• Click on the Settings tab (Screenshot)
• Check if the settings are to your liking
• If any changes are made, remember to save

Part 2: Add additional users

• Start in the Admin Center
• Click on Environments
• Select the right Environment
• Click on Settings in the top-ribbon
• Click on Users + Permissions
• Click on Users
• Select the user you want to be able to use DocuSign
• Under Roles click on Manage roles
• In the List, search for DocuSignUser and check it
• Click on Save
• Repeat this process for all users who you want to be able to use DocuSign
  
• After you are done, go to DocuSign and log in
• In the top ribbon select Admin
• Under User and Groups select Users
• Click on Add User
• Add the new user's Email Address
• Click on Next
• Add the new user's Name and Language
• Click on Next
• Enter an Access Code of your choice for additional security
• Select a Permission Profile according to the Permissions the new user is supposed to get
  • If the new user is supposed to create new DocuSign Envelopes with Employment Terms from your system later on, they need the DS Admin Permission Profile
• Click on Add User
• The new User now gets an invitation via email to activate their account
• Repeat this process for all users who you want to be able to use DocuSign

Part 3: Enable DocuSign for Employment Terms

• Start in HR HUB
• Click on the Gear Icon in the top right corner
• Select Advanced Settings
• Under DocuSign in the left column, select DocuSign Admin
• Select the Entities tab
• Search for the Employment Terms Entity in the List
• Enable the Entity
  • If you want to sign other kinds of documents as well, enable the respective entities
• Check Sign and Send with DocuSign
• Save