Enable and configure DocuSign
Enable eSign support for your instance
The eSign service is enabled, on request, by HighQ support.
- If you provided your DocuSign account credentials, please wait until HighQ Professional Services configures and authorises your eSign service.
When HighQ support has configured the eSign service you must authorise the service.
Authorise the service across the instance
Authorise the service across the instance
If the service is authorised in
System Settings
, users can send a document for signature on behalf of the system account. If the service is NOT
authorised, a user can still send a document but must have their own eSigning service account.To authorise a service, select
More actions
> Authorise
:
Enter your DocuSign credentials to authorise the service.
Use
More Actions
to Revoke authorisation
or Remove
third-party services:
Change site options
Site-level administration
Once enabled and configured, the service is set as default at the system level, and therefore as default at the site level. This can be overridden by changing the drop-down menu to either
ON
or OFF
in Admin
> Files
> Third Party Services
:
Set the DocuSign landing page in System admin
As of November 2022, you can define which DocuSign screen is opened when a user selects
Send to DocuSign
from the Files module.
Click the
Default landing page
menu to select either DocuSign tagging interface
or File upload page
.
DocuSign tagging interface:
File upload page:
See eSign (Electronic signature with DocuSign) for more information.
Select
Save
to save your changes.