Setting up a DocuSign integration is easy. You just need a DocuSign account email and password then it's as simple as logging in through Enboarder!
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Note: Once the DocuSign tile is activated it can not be deactivated.
Table of Contents
1. Click on the Settings button and Select Apps & Integration
2. Click the account you'd like to integrate with. The DocuSign Test is only for Developer accounts, otherwise, click on DocuSign Live to set up the integration.
Note: We also integrate with a few other E-Sign providers too!
When you click either DocuSign tile, you'll click 'Add Integration' before being asked to log in. Use the same email address and password that you use when you log in to your DocuSign account.
Once you've logged in, you can access your DocuSign templates by adding an E-Sign Module to any Enboarder Sequence.
Things to know!
You will need to double-check your templates in DocuSign to make sure the recipients and text fields are set up correctly.
Each recipient must have a role such as 'Employee' and the Name and Email fields can be left blank. Enboarder will populate these fields automatically when you map each recipient in the E-Sign Module.
If you've added any Text fields to your templates in DocuSign, be sure to enter a Data Label using the panel on the right side of the screen. These text fields can be pre-populated by Enboarder such as the employee's full name. If you need assistance with this setup, please reach out to the support team!
This video highlights the DocuSign advanced settings: Bundling multiple DocuSign Templates into a single Envelope:
Got questions? Reach out to the support team by clicking the '?' button at the top right of any Enboarder page!