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Add SmartVault Employees to DocuSign

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Overview

This page will give you a basic overview of how to add employees to your DocuSign Account.  If you need help with a specific DocuSign feature, please login to your DocuSign account or visit their online training center: DocuSign University.  

Steps

  1. Go to https://www.docusign.com and Log In.
  2. Click on your silhouette or the person icon DocuSign Silhouette.png near the top-right corner.
     
  3. Click on Go to Admin in the drop-down menu that appears.
     
  4. Click on Users in the left pane under Users and Groups.
     
  5. Click on the Add User button above your Name in the center pane.

 

Once employees have checked their email and activated their DocuSign account, they should Connect their new DocuSign Account with SmartVault.
 

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