Step One: Click on the Gear icon in the bottom left corner of the screen.

Step Two: After clicking on the Gear icon, a menu will come up. Click on My Profile on the left side of the menu.

Step Three: On the left side of the screen, click Integrations.

Step Four: In the DocuSign box click, Connect your Account.

Step Five: A box will pop up prompting you to either sign in to DocuSign or to connect your account if you are already signed in. Sign in if needed, or click Accept to connect your account.

Step Six: In the bottom left corner click the Gear icon.

Step Seven: Click on My Profile.

Step Eight: Under Conditions in System Config, click Conditions Library.

Step Nine: Scroll down and find where it says +Create a Condition and click it . If you have a condition you want you use, you can just edit the condition instead of creating a new condition.

Step Ten: A box will pop up when you click +Create a Condition. From the available dropdown menu select Document Signing.

Step Eleven: After selecting Document Signing, a new dropdown menu will appear. From the new dropdown menu, select the template that works best for you.

Step Twelve: Name the condition in the Name box.

Step Thirteen: Click Create.

Step Fourteen: Click on the pencil icon next to your new condition.

Step Fifteen: Inside the box that pops up, check all of the tags that make sense for you.

Step Sixteen: Toggle on or off who you would like to assign the condition to.

Step Seventeen: In the top right corner of the box, click Done