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DocuSign ​

Install DocuSign integration ​

The DocuSign integration can be found here. Please install it in your environments before proceeding with the steps below.

Connecting a DocuSign account ​

  1. Click on Connect AccountClick connect account

  2. Type in a value for the Tenant ID. This can be any ID of your choosing. And then click on Get connection linkGet connection link

  3. A new link will be generated. Clicking on the link will open a new tab with the list of integrations. You can share this link with your customers too, and they will be able to connect their DocuSign account. Share connection link

  4. Select DocuSign Select DocuSign

  5. Click Connect and go through the login flow.

  6. Voila! You should now see a connection successful message. You can now close this tab.

  7. Go to your Truto account, and you should see the new DocuSign integration under Integrated Accounts. Click on the Account ID to view the details and initiate API calls.