Connecting and Disconnecting from DocuSign

SUMMARY
Paperless Pipeline integrates with Docusign. This means you can exchange documents between the two systems directly from Pipeline. .

Connecting to DocuSign

  1. Identify your DocuSign account number. Have your DocuSign account number and email address handy. 
  2. Click your user icon on the top right corner of your DocuSign home page. You account information including your DocuSign account number will pop up automatically.
  3. Click your name in the upper right corner then "Personal Profile".
  4. From the Integrations menu on the left, click Connect to DocuSign.
  5. Enter your DocuSign account log in information. This includes your DocuSign account number, email address, and password.
  6. Click [Connect to DocuSign].

Disconnecting or Changing a Connected DocuSign Account

To change or disconnect a DocuSign account: 

  1. Click your name in the upper right corner then "Personal Profile".
  2. From the Integrations menu on the left, click Disconnect DocuSign. 
  3. Check [Disconnect your DocuSign account from Paperless Pipeline].
  4. Click [Disconnect from DocuSign].

Once the account has been disconnected, you will no longer see DocuSign-related options throughout Pipeline.