Authenticating DocuSign in CMIS

Guide Steps

Step-by-step instructions

1

Summary of Steps

  1. Click on Nav.
  2. Click on Setups.
  3. Click on Companies
  4. Click on General
  5. Click on Processes
  6. Click on API Integrations
  7. Click on the DocuSign Tab
  8. Enter your DocuSign User ID and then click on authenticate.
  9. After clicking on authenticate the following will happen
    1. A new browser tab will open.
    2. Enter your DocuSign email address, then click next
    3. Enter your DocuSign password, then click log-in
    4. When asked to give permission for CMIS, click on Allow
  10. Return to the CMIS browser tab/window.
2