How to set up the DocuSign integration

DocuSign is a fast reliable way to electronically sign documents and agreements, making it perfect for using in flows that handle documents. Once set up, the DocuSign integration enables the following steptypes:

DocuSign steptypes

• Request Signature from Template

Setting up the Docusign integration

1. If you haven't already, create a DocuSign account.
2. Open FlowEQ > Integrations Lab > DocuSign, or click here
3. Click the Connect to DocuSign button.

4. In the window that appears, log into your Docusign account.

5. Once logged in, click the Allow Access button.

6. Your Docusign account is now integrated with FlowEQ.