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 to DocuSign when multiple users and/or account numbers are associated with one Docusign login.

SOLUTION

Follow these steps to resolve the connectivity issue:

  1. Log into DocuSign.
  2. Click the [Question Mark] in the upper right corner of the DocuSign homepage. This will open a new tab in your browser which takes you to the DocuSign help site.

  1. Log in to support by clicking the [Log Into Support] button. If you are already logged in to support, click the profile button in the upper right corner.
  2. In the flyout menu that appears, select [New Case].
  3. In the Case Subject, type in: “Link my accounts for API purposes”.
  4. In the Description, type in: “Please link my accounts <1st_Account_Num> and <2nd_Account_Num> for API purposes” (replacing <1st_Account_Num> and <2nd_Account_Num> with your own DocuSign account numbers).

  1.  Once DocuSign informs you the accounts have been linked, Log in to Paperless Pipeline and connect to DocuSign →.

If problems persist, email us at help@paperlesspipeline.com