How to Configure the DocuSign Integration
Getting Started
Connection Setup:
- You must have a DocuSign license. Once the license is available, the Extend > DocuSign menu will appear.
- Navigate to the DocuSign Settings tab.
- From the Target DocuSign Environment dropdown, select the intended DocuSign environment and then click Save & Continue.
- You will be redirected to the Consent page (/docusignagreement/consent).
- Click on the Give Consent button where you will be redirected to DocuSign to login/authorize Magentrix.
Branding Setup
Branding DocuSign Setup
- Login to your DocuSign account.
- Click Brands under the Account heading on the left menu.
- Click the Add Brand button on the top right.
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- Add a Brand Name and click Save.
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- Configure Brand Settings, once complete, click Save.
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Template Setup
Template Magentrix Setup
- Under the Magentrix Setup menu, click Extend, and then DocuSign.
- Navigate to the DocuSign Templates tab and then click New.
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- Fill out the required fields including Name, Agreement Title, and DocuSign Template picklist (these values will be templates from DocuSign Account).
- Give a Brand ID if applicable (follow Branding Setup steps).
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Disconnection
Disconnecting DocuSign from Magentrix
- Navigate to your DocuSign account and click Connected Apps.
- Next to the Magentrix app, click Revoke.
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