DocuSign

Connect DocuSign with MESA

When you're 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.  


Configuration

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.

👋 Still have questions? If you need any help with configuring your workflow, email us at contact@getmesa.com. Our Customer Success team will be happy to help!