How to setup DocuSign Integration
To use DocuSign with Thread, your company must have a subscription with DocuSign already in place. You must have access to Thread admin settings to activate integrations for your firm - once activated the integration will be available to all users. Setting up DocuSign integration
On the left pane of Thread, at the bottom, click the Settings icon.
Click the Integrations tab and then Commons tab.
Look for DocuSign and toggle the button to ON.
The DocuSign Integration is now available for all users - however they must sign into DocuSign using the instructions below to activate the menu options.
Signing into DocuSign in Thread
1. Once the DocuSign integration is complete, click your username in the top left corner of Thread and choose Personal Settings.
2. In the Account Integration tab, select the DocuSign option and Login.
3. On a new tab, you will be prompted to enter your DocuSign credentials. If successful, you will see a notification indicating login was a success.
4. In Thread, to know that you have successfully logged into DocuSign, the Login button should now show as Sign out instead.
5. You can now start to use DocuSign within Thread Matters
Related Articles
Using DocuSign Integration with Thread Matters
Ensure the steps for setting up the DocuSign Integration and the Sign in Process have been completed before following the steps below. DocuSign Menu items in Thread The DocuSign menu items are only visible in the Documents page of the Matters. There ...NCF Billing Integration
In accordance with The Dominican Tax Authorities' (“DGII”) provisions concerning the issuance and use of Tax Fiscal Receipts (NCFs), Thread provides the integration of NCF serial numbers to ensure your compliance. Learn below how to enter the ...Scanner Setup - Admin
To setup a scanner from a configured email address or subject line, you must configure these settings in Settings - General - Scanner Setting: Adding Scanned Items From a Configured Email Address 1. In Scanner Setting, input the email address ...Accounting Software Integration
Accounting Software Integration With Thread, you can easily integrate accounting software such as QuickBooks, Klyant, Quill, or Xero. Thread syncs data with your accounting software such as matter details, contact details and bills (see more details ...Quill Accounting Integration
You can integrate your Quill account with Thread so that your issued bills and client's data in Thread sync with Quill. First, you need to turn the integration on and sign in daily to ensure the sync is successful. Turning on Integration with Quill ...