DocuSign Integration Setup Guide

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DocuSign is an electronic signature technology and service. Docusign provides electronic exchanges of signed documents, and authentication services and user identity management.

This integration enables all DocuSign actions within Catalytic, including our DocuSign: Send an envelope from a template and DocuSign: Upload and send a document for signatures actions.

Integrations can only be set up by Admin users and are enabled per team. See our General Integration Information page for an overview of integrations and some recommendations when configuring new integrations.

Required Setup

Configuring with DocuSign is simple and only requires logging in with the email address and password for your DocuSign Account. Creating the integration is like signing into your DocuSign account, which is a common sign in method for different sites and services.

Create Integration

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Open the overflow menu in the top navigation bar, and select Admin.
  2. Select Integrations at the bottom of the page.
  3. Select the Add an Integration button in the top right corner.
  4. Select the DocuSign integration then select Add this Connection.
  5. Fill in the details. Set the integration permissions if necessary.
  6. Select Connect.
  7. If you are already signed into DocuSign, you鈥檒l be asked to authorize the connection. If you鈥檙e not signed in, you鈥檒l just need to log in with the DocuSign email address and password you wish to connect.
  8. After logging in, DocuSign will ask you to authorize the connection. Catalytic only requires specific DocuSign permissions at this time. These permissions enable Workflows to help automate mundane work in DocuSign.
  9. After authorizing or logging into your DocuSign account, the integration is ready to go and you鈥檒l be returned back to Catalytic.