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updates:add-ons-integration-with-docusign [2020/11/20 14:40] rafal [Usage] |
updates:add-ons-integration-with-docusign [2020/11/21 08:25] (current) bartek [Connecting Leon account to DocuSign] |
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< | < | ||
- | DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users send, sign and manage legally binding documents securely in the cloud. | + | DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users s**end, sign and manage** legally binding documents securely in the cloud. |
Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign. | Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign. | ||
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__**How to integrate**__ | __**How to integrate**__ | ||
- | It is mandatory to have an active account with Docusign. | + | It is mandatory to have an **active account with Docusign**. |
First step is to contact [[support@leonsoftware.com]] and we will activate the integration for the operator in the configuration tab. | First step is to contact [[support@leonsoftware.com]] and we will activate the integration for the operator in the configuration tab. | ||
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- In the pop-up window, log in to your DocuSign account | - In the pop-up window, log in to your DocuSign account | ||
- | Once you signed in, you should see the following message: | + | Once you signed in, you should see the following message: **SUCCESS. Your Leon account has been connected to DocuSign. Please wait for connection in Leon view.** |
- | + | ||
- | **SUCCESS. Your Leon account has been connected to DocuSign. Please wait for connection in Leon view.** | + | |
Leon remembers the DocuSign details and this is when you can start using the integration. | Leon remembers the DocuSign details and this is when you can start using the integration. |