What the DocuSign integration does
Send any file on a record out for signature and get the signed copy back on the same record.
Setting it up
| DocuSign | Click Connect DocuSign and sign in. Pick Demo under Own app only if you use a DocuSign developer account. |
On DokLocker you run yourself, DocuSign and Adobe need an app of your own: create one in the DocuSign or Adobe developer console, add the redirect address shown on the card, and enter its ID and secret under Own app before you click Connect.
The signers get the service's usual email. No signature boxes are placed for them: DocuSign lets them sign where they like, and Adobe and Dropbox Sign add a signature block.
Included in every plan
Every integration is included at no extra cost, on the hosted service and self-hosted. Connect it under Admin › Integrations, click Test, and the first sync starts straight away.