Connecting DocuSign with Lead Docket allows you to send documents from Lead Docket to your Leads for Electronic Signature without having to leave the software. Learn more about configuring your DocuSign templates correctly.
To connect DocuSign with Lead Docket, follow these steps:
Step 1 - Go to Manage > Settings. The Settings page requires Administrator access. If you do not have Administrator access, please have your Lead Docket Admin configure these settings.
Step 2 - From Settings, select Integrations from the list of sections along the top. Expand the Electronic Signature System section and select "Docusign" from the dropdown. At the bottom of the page, click Save.
Step 3 - After clicking Save, you will be redirected to the DocuSign login page. Enter your DocuSign username and password. After logging in, DocuSign will ask you to allow Lead Docket to access your DocuSign account. To proceed, click Allow Access.
Once you have clicked Allow Access, the integration will be completed, and you will be redirected to your Settings page in Lead Docket.
Now you're ready to send documents to your leads!
Re-authenticate DocuSign Integration
If you are prompted to re-authenticate your DocuSign integration at any time, you can do so in Manage > Settings > Integrations.
In the Electronic Signature System section, click Reset Docusign Tokens. You are then redirected to the DocuSign login page, where you can authenticate the integration using the steps outlined above.