DocuSign Integration (Setup)

introduction this article explains how to connect your docusign account with cloudfiles in hubspot this setup is mandatory before you can send documents for esignature or use docusign form fields in templates an active docusign account is necessary to complete the integration successfully how to setup docusign integration open cloudfiles web app(https //hubspot cloudfiles io) and log in to your account go to document generation tab and navigate to integrations sections click on connect and you will redirected to docusign sign in page enter docusign credentials and grant permissions to cloudfiles to complete the setup after successful setup the integrations tab displays docusign connection status connected docusign user details without completing this integration, e sign related actions and fields will not function in document template creation in next section, we will enable recipient based signing, placement of docusign fields within word templates and automated delivery of generated documents for signature