by techloyce

SugarDocuSign for SugarCRM allows you to send e-sign contracts for electronic signature with DocuSign services and track your documents anytime, anywhere within minutes.

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DocuSign Configuration

Configuration Steps

• After successful validation of license key the next step is to configure your DocuSign account with SugarDocuSign. Go to Admin panel and search for " API Configuration". Click on it.
• A configuration page will open where you have to enter your DocuSign API name (your email), API password and Integration key. Your connection environment will be Production.
• Click on Test connection to check whether the details you entered are connecting your SuiteCRM to Docusign account or not. A successful connection will display “API Connected” message.

Configuration

• Now you are successfully connected to your DocuSign account and ready to send and receive documents for signature with the help of newly installed SugarDocuSign module.

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