DocuSign Integration

Articles

Connecting and Disconnecting from DocuSign
SUMMARY Paperless Pipeline integrates with Docusign. This means you can exchange documents between the two systems directly from Pipeline. . IN THIS ARTICLE Connecting to DocuSign Disconnecting or Changing a Connected DocuSign Account ...
How to Send and Receive DocuSign Docs in Pipeline
SUMMARY The following steps will guide you through transferring your documents between your Paperless Pipeline and DocuSign accounts. To send or receive docs from DocuSign, you must first connect your DocuSign and Pipeline accounts. Learn how to...
Issues Connecting to DocuSign Account with Multiple Users
SUMMARY This article will help troubleshoot issues connecting Docusign to Paperless Pipeline when multiple DocuSign accounts are associated with one email address. PROBLEM A user is having difficulty connecting their Paperless Pipeline account t...