With our DocuSign integration you are able to send out documents for digital signature with your preferred signature level. The process is easy and seamless and connecting takes less than 5 minutes.
Connect DocuSign account and select signature level
Go to the admin page and choose “Integrations”:
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Press the "Connect" button to connect your account to the Optio portal:
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You will then be sent to the "sign in" page - please log in with your DocuSign Account:
You are now connected!
You can choose signature level in the drop down:
The options are based on your DocuSign subscription, please contact DocuSign if you are lacking options you need in the drop down.
You are now able to upload documents one by one to be signed with DocuSign. If you want to send out in bulk or create documents from a template, please contact your account manager.
