Connecting to DocuSign

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For an overview of the Signatures module, click here.

If you wish to use DocuSign to perform the electronic signature process when using the AppColl Signatures module you will need to connect to your DocuSign account by logging in from the Signatures tab in the Settings page. This can only be done by an Account Administrator.

To connect, click on the Connect to DocuSign button and complete the login process on DocuSign. After connecting, the button name will change to “Disconnect from DocuSign”. All users with the required permissions can now send documents using this DocuSign account.

 

 

Once connected, you remain connected, even if you logout, until you click on the Disconnect from DocuSign button in the Settings page.