Guide Steps
First set up your own DocuSign account and go to your Settings
1
Click on the Users section
2
Click on the user that your want your DocuSign documents to come from using Fund Control
3
Copy the User ID of that user:
4
Go to Setups > Companies > Services tab > Access To Them tab > DocuSign tab
Paste that User ID in the User ID field and click the Authenticate button
5
Then you will enter your DocuSign Username and Password
6
You will see the following message once you enter your DocuSign credentials and you can close that browser tab and go back to Fund Control
7
Then click the Request Access button to do the initial test and ensure there are no errors
8