DocuSign

Authentication

Credentials provide secure access to the integrated app that you use in a MESA workflow. Your DocuSign credential securely links your workflows with your DocuSign account.

When setting up your first workflow with DocuSign, you will need to connect DocuSign with MESA. Click on the Connect with DocuSign button.

You may be asked to login into your DocuSign account if not already logged in. Afterwards, you will be brought back to your current workflow and you are all set! MESA is now connected with your DocuSign account.

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Implementation

Selecting Account

You are required to select your DocuSign Account ID if your workflow contains a DocuSign Trigger or Action.

You can verify your Account by locating the profile image in the upper-right corner of the DocuSign dashboard.

Click on it and your account name will be at the bottom of the pop-up.