SUMMARY
Paperless Pipeline integrates with Docusign. This means you can exchange documents between the two systems directly from Pipeline. .
Connecting to DocuSign
- Identify your DocuSign account number. Have your DocuSign account number and email address handy.
- 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.
- Click your name in the upper right corner then [Personal Profile].
- From the Integrations menu on the left, click Connect to DocuSign.
- Enter your DocuSign account log in information. This includes your DocuSign account number, email address, and password.
- Click [Connect to DocuSign].

Disconnecting or Changing a Connected DocuSign Account
To change or disconnect a DocuSign account:
- Click your name in the upper right corner then [Personal Profile].
- From the Integrations menu on the left, click Disconnect DocuSign.
- Check [Disconnect your DocuSign account from Paperless Pipeline].
- Click [Disconnect from DocuSign].

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