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Integrate an existing DocuSign account with SmartVault

Overview

This page will show you how to integrate an existing DocuSign account with SmartVault.  If you DO NOT have a DocuSign account, you can view a more in-depth 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).

Steps

  1. Log in to your SmartVault account through the SmartVault Portal.
  2. 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
       
  3.  Click on Configure Integrations in the left column under Manage Account.
    DS - Dashboard - Account Settings - Configure Integrations.png
     
  4. Click on the blue DocuSign text and then click the Connect an existing DocuSign account button.
    Dashboard - Account Settings - Configure Integrations - DocuSign.png

    Dashboard - Connect an existing DocuSign Account 02.png
     
  5. Enter your DocuSign Email Address and click the yellow Continue button.
     
  6. Enter your DocuSign Password and click the yellow Log In button.
     
  7. Click Allow to give SmartVault permission to integrate with your existing DocuSign account.

     

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

Considerations

 

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.