DocuSign is a popular software used for exchanging documents and contracts online, and is typically used to acquire signatures. Our integration allows users to require external uploaders to sign document(s) via DocuSign, thereby allowing the Vault user to maintain organized records of signatures and legal documentation. Get started using the steps below!


You must have an existing DocuSign account before you can use the integration, and you must be the owner of the Vault account to access the integration panel below. 


Before setting up your integration, make sure that the settings in your DocuSign account allow you to connect to external integrations. 


Connect to DocuSign

  1. Go to Account > Organization Settings > DocuSign
  2. Check the "Enable DocuSign Integration?"
  3. Go to your DocuSign account
  4. Copy your 8-digit account ID number (under Profile)
  5. Paste it into the Account ID box in your Vault account
  6. Upload the documentation
  7. Click Update


Update DocuSign File

  1. Go to Account > Organization Settings > DocuSign
  2. Click "Choose File"
  3. Upload new DocuSign file
  4. Click Update


Note: The file you use must contain a place for signatures. 


Disconnect from DocuSign

  1. Go to Account > Organization Settings > DocuSign
  2. Uncheck "Enable DocuSign Integration?"
  3. Click Update