How to connect a custom Docusign account

For more information, please refer to the instructions below:

Documents on Corporate Messenger can be signed electronically via DocuSign. A default NowInfinity DocuSign account is available free of charge for platform subscribers.

mceclip0.png

To connect your DocuSign account you must enter your DocuSign credentials (email address and password) and click on the 'Connect' button.

With your own account, you can choose to enable the 'Access code' option.

Adding an access code for your recipients adds an extra level of security to your documents. You can add a code to a recipient on the document, and then communicate the code to the recipient.

The recipient must enter the code correctly to view and sign the document.

Limits: The code can be up to 50 characters long, and contain alphanumeric and special characters, except for "<", ">", and "&#". You can use upper-and lower-case letters, but the code is not case-sensitive.

Your DocuSign administrator can set access code rules to specify the requirements for valid codes. 

When a document is sent for electronic signing the access code will be shown against each signatory:

 2.jpg

You can disconnect your own account at any time by clicking on the 'Disconnect' button. The NowInfinity default account will then apply. 

Note :  If you would like to connect your DocuSign account to NowInfinity so that all signed documents will be stored in your current DocuSign mailbox please enter in your credentials.

You will then need notify DocuSign to disable the session certificate on your account by following the steps below:

    1. Log into the DocuSign support center via this link : https://support.docusign.com/
    2. Once you’re are logged in, click on “Open”
    3. A new window will appear and then click “Add New Case”
    4. Enter the following details in the ticket before submitting the request to DocuSign:

Title: ‘Don’t enforce in session certificate’

Description: Please, enable 'Don't Enforce In Session Certificate' option in my account settings

               5. Once DocuSign Support confirms that the setting has been added to your account, please notify the NowInfinity support team via info@nowinfinity.com.au

This is required to use NowInfinity email templates rather than the Docusign standard email template.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request