Connect DocuSign
Connecting DocuSign lets your agents send documents for electronic signature and track their status. This is useful for agreements, proposals, and any paperwork that needs a signature.
What your agents can do
- Send documents out for signature.
- Track the status of each document, such as sent, viewed, and completed.
- Follow up when a signature is still pending.
Before you start
- Have your DocuSign account ready to sign in to.
Connect DocuSign
1
Open Integrations
In your dashboard, go to Integrations in the left sidebar.
2
Click Connect on DocuSign
Find the DocuSign card and select Connect.
3
Sign in to DocuSign and approve
Sign in to your DocuSign account, review the access requested, and approve it.
4
Confirm it is connected
You return to Raileon and the DocuSign card shows Connected.
Disconnect DocuSign
Open Integrations, find the DocuSign card, and select Disconnect. Access is revoked immediately.