Follow these steps to configure DocuSign:
Once your DocuSign account is ready, configure it in the Esign Documents module in Vtiger CRM.
Follow these steps to configure DocuSign with Vtiger Esign Documents:
- Log in to the CRM.
- Click the main Menu.
- Click Essentials.
- Click Collaboration > Esign Documents. The Esign Documents module.
- With this, you have successfully configured DocuSign with the Esign Documents module.
- Click Allow Access to grant Vtiger CRM access to your DocuSign account. You are redirected to the Vtiger Esign modules page. This is a one-time action per account.
- Enter your email ID used to log in to your DocuSign account.
- Enter your DocuSign account Password. The Vtiger CRM requests access to the DocuSign page.
- Click Settings. The Settings page opens.
- Click Configure Service. The Select Service Window opens.
- Select DocuSign. The DocuSign login page opens in a new tab.
To know more about Esign Documents, click
here.