To connect to docusign, please read the below instructions or follow along in our video.
- Open Docusign in your browser https://admin.docusign.com
- Click on the Settings Tab
- Scroll down to Integrations > Select "Apps & Keys"
- Copy the "API Account ID"
- Open up Tracker and click on your Name > My Settings
- Toggle on Docusign
- Paste in the API Account ID
- Complete the connection by inputting your Docusign Email and Password, and allowing access
- Save your settings at the top right of your screen, Docusign has now been activated