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Home > Integrations > DocuSign > Getting Started - DocuSign > Create a new DocuSign account and integrate it with SmartVault

Create a new DocuSign account and integrate it with SmartVault

New Applies To Box.png


This page will show you how to sign-up for a DocuSign account and then integrate your new DocuSign account with SmartVault.  If you already have a DocuSign account, you can view a shorter guide by clicking here.  

Please note: If you previously integrated SmartVault with RightSignature, you may need to disconnect your RightSignature integration before using another e-signature solution (click here for instructions).


  1. If you DO NOT have a DocuSign account: (if you already do, click here)
  2. Search your email account for the Activation Email from DocuSign and click the yellow ACTIVATE button.
    DocuSign Activation Email (cropped).png
  3. Complete activation by creating a password, selecting a security question, and clicking the yellow ACTIVATE button at the bottom of the form.
    DocuSign Account Activation Screen.png
  4. Log in to your SmartVault account through the SmartVault Portal.
  5. In the Portal Dashboard View: (If your view looks different, click here)Client Portal - Dashboard View - Masthead.png
    • click on the Dashboard - Account Settings or Gear Icon (22x23).png icon near the top right corner of the webpage to get to your Account Settings
  6.  Click on Configure Integrations in the left column under Manage Account.
    DS - Dashboard - Account Settings - Configure Integrations.png
  7. Click on the blue DocuSign text and then click the Connect an existing DocuSign account button.
    Dashboard - Account Settings - Configure Integrations - DocuSign.png
  8. Enter your DocuSign Email Address and click the yellow Continue button.
  9. Enter your DocuSign Password and click the yellow Log In button.


That's it - you have successfully integrated your DocuSign account with SmartVault!





Each SmartVault user that needs the ability to send documents out for e-signature should have their own DocuSign login and password - otherwise the Administrator of the DocuSign account will get email notifications and updates on every document that every SmartVault user on their account sends out for e-signature.



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