Paperless Pipeline integrates with Docusign. This means you can exchange documents between the two systems directly from Pipeline. To use this features, you need to first connect your Docusign and Pipeline accounts using the directions below.
Short Version: 1) Click [PERSONAL PROFILE] from the upper right corner of your Paperless Pipeline account. 2) Enter your DocuSign account number, DocuSign login email, and DocuSign password. 3) Click [SAVE SETTINGS].
Identify your DocuSign Account Number
Have your DocuSign account number handy (it's located in the top right corner of your DocuSign admin page).
Enter your DocuSign credentials into Paperless Pipeline
1. Click [PERSONAL PROFILE] from the upper right corner of your Paperless Pipeline account.
3. Click [SAVE SETTINGS]. You will see a green confirmation message indicating a successful connection between your DocuSign and Paperless Pipeline accounts. The 'DocuSign connected' checkbox at the bottom of the page will also appear checked.