Start establishing a connection to DocuSign in either of the following ways:
- From the Resources menu, select Connections. Then, click + Create connection at the top right.
– or –
- While working in a new or existing integration, you can add an application to a flow by clicking Add source or Add destination/lookup.
In the resulting Application list, select DocuSign.
- Name (required): Name the connection.
- Connection type (required): The form will automatically select DocuSign.
- Environment (required): Select either Production or Demo.
- Click Save & authorize. The following page displays:
- Enter your registered email address.
- Enter your password and click LOG IN to establish the connection.
Read more about this connector: