How to setup DocuSign Integration

How to setup DocuSign Integration

How to setup DocuSign Integration


To use DocuSign with Thread the company must have a subscription with DocuSign already in place.
You must be a Thread Administrator to activate integrations in Thread - once activated the integration will be available to all users.
  1. Sign into Thread Legal
  2. Go to User Hub on the left hand menu / Expand and select Admin Settings
  3. Select Integrations from the options on the right hand side as shown below.
  4.  
  5. Turn on the DocuSign integration by clicking on the button shown

The DocuSign Integration is now available for all users - however they must sign into Docusign using the instructions below to activate the menu options.

  1. Click the user icon on the top right hand side of the screen
  2. Select Personal Settings

  4. Once Personal Settings opens click on the Account Integration Tab
  5. Click the DocuSign tab if not already open
  6. Click on the Login button

  8. Enter your DocuSign credentials - if successful you will see a notification indicating login successful and the screen will show like below 

  10. You can now start to use DocuSign within Thread Matters.





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