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DocuSign Setup

Brian S. (Enquire Support) -

Follow this article to get the DocuSign integration up and running for your team!

Get your DocuSign API information

  1. Create a Developer DocuSign account HERE.
  2. Log in to your DocuSign developer account
  3. On the left menu of the DocuSign Admin section, click API and Keys in the INTEGRATIONS section
    docusign_api_key.png
  4. You will find your Integrator Key in the My Integrator Keys section
    docusign_api_key_actual.png

Add your DocuSign API information to Enquire

  1. Click Admin on the left menu of Enquire
    Admin_Button.png
  2. Click Plug-ins on the left menu
    Plug-ins.png
  3. Navigate to the DocuSign plug-in and click the blue +Add button
    docusign-add-button.png
  4. Click Settings
    docusign-settings-button.png
  5. A Plugin Settings window will appear, enter your Integrator Key into the API Key field, your DocuSign Username and Password (the username and password you use to sign in to DocuSign), and your DocuSign End Point.Docusign-plug-in-settings.png
  6. Click Save changes

Once you have your DocuSign account added and integration set up, head over to our Help Center article HERE to begin using DocuSign!

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