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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To be able to connect to DocuSign you need to be an Admin in DocuSign.
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.
