How to integrate with Docusign

Introduction

An e-signature provider is required for AutoNDA. Any member of the administrators group can setup this integration, which is then shared across all AutoNDA users for your company. This means that any agreement sent out by anyone in your company will get created in the connected Docusign integration.

Connecting with Docusign

To configure the e-signature integration, visit the integrations page:

The "Provided by SimpleDocs" flag means that this account has not configured it's own company integration. To add a company Docusign integration, click on the pencil icon inside the DocuSign card. The following modal should appear:

Simply click "Add new account" and then "Connect" in the new screen.

You will now be prompted to login to DocuSign using your company account. Once the connection is established, you should see a green message indicating success.

An administrator Docusign account is needed for the connection

One important detail: The connection must be made with an account that has Docusign administrator permissions. If your account does not have these permissions, you will receive the following error when trying to integrate.

In this case, please find someone in your company that has these permissions and invite them to the platform to continue with this guide.

Set the new connection as your new default

Now change the company default to use the new connection you have set up. Your integration will not be used for your company until it is set as the new default.