• 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.
• 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.
Other add-ons of interest
SugarRightSignature for SugarCRM allows you to send e-sign contracts for electronic signature with RightSignature services and track your documents anytime, anywhere within minutes.
SugarAdobeSign for all editions of SugarCRM and Suite CRM allows you to send e-sign contracts for electronic signature with AdobeSign services and track your documents anytime, anywhere within minutes. SugarAdobeSign also allows you to send templates that were created in AdobeSign from SugarCRM.