Connect DocuSign
Last updated
Connecting DocuSign lets your agents send documents out for electronic signature. This is useful for agreements, proposals, and any paperwork that needs a signature.
What your agents can do
- Draft a document and send it to someone for signature, given the text, the signer's email and name, and an email message.
Tracking signature status and following up on a pending signature are not available yet — check status in DocuSign directly.
Before you start
Raileon connects to DocuSign through your own DocuSign app, so your credentials stay yours. You'll need:
- A DocuSign developer account to create a free integration key (one time, a few minutes).
- The DocuSign account you want your agents to use.
Connect DocuSign
Open Integrations
In your dashboard, go to Integrations in the left sidebar and select Connect on the DocuSign card.
Create your own DocuSign integration
In your DocuSign developer account, create an integration key and add the redirect URI Raileon shows you.
Paste your app credentials
Copy your app's Integration key and Secret key into Raileon and save.
Sign in to DocuSign and approve
Sign in to your DocuSign account, review the access requested, and approve it.
Confirm it is connected
You return to Raileon and the DocuSign card shows Connected.
Disconnect DocuSign
Open Integrations, find the DocuSign card, and select Disconnect. Access is revoked immediately.