To enable DocuSign Connect, you will navigate directly to the Integrations section within your DocuSign eSignature account settings. This powerful feature allows you to automate workflows and keep your other business applications in sync with your DocuSign activities.
Understanding DocuSign Connect
DocuSign Connect leverages webhooks (event messages) to notify other applications whenever a specific DocuSign event occurs that you want to track. These notifications are crucial for triggering downstream workflows, automating tasks, and ensuring data consistency across your systems. For instance, after a document is signed, Connect can automatically update a CRM record, archive the completed document, or initiate a billing process.
Connect is always enabled for a specific eSignature account, meaning you configure it independently for each DocuSign account you manage.
Steps to Enable DocuSign Connect
Enabling Connect is a straightforward process within your DocuSign account. Follow these steps to get started:
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Access Your Account: Log in to your DocuSign eSignature account.
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Navigate to Account Settings: From the main Accounts view, locate the sidebar on the left.
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Find Integrations: In the sidebar, look for the INTEGRATIONS section.
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Select Connect: Click on Connect within the INTEGRATIONS section.
Once you select Connect, you will be able to configure specific Connect configurations, add webhooks, and define which events trigger notifications to your integrated applications.
Why Use DocuSign Connect?
Integrating DocuSign with your other business applications via Connect provides significant advantages:
- Automation: Eliminate manual data entry and follow-up tasks by setting up automated triggers based on document events (e.g., document sent, signed, declined).
- Real-time Updates: Receive instant notifications about the status of your documents, ensuring that your CRM, ERP, or other systems always have the most current information.
- Enhanced Workflows: Streamline complex processes that span multiple applications, from sales and legal to HR and finance.
- Improved Compliance: Automatically archive signed documents in designated storage solutions, aiding in compliance and record-keeping efforts.
For more detailed information on configuring and utilizing DocuSign Connect, you can refer to the official DocuSign Support Center.
