Connect My Account to DocuSign


The Integrations settings allow for you to set up a variety of the integrations that are available with Floify.


Among these settings, you'll have access to connect your account to DocuSign.


The DocuSign integration allows you to create one-off e-signature requests or e-signature template documents via DocuSign.


How to Set Up

From your team pipeline, navigate to Settings and select the Integrations tab:






Scroll down to the DocuSign Integration and then select the option to Edit DocuSign Integration:






Select Connect and enter your DocuSign credentials to finish setting up the integration:






Success! The DocuSign integration is ready to go. For more information regarding using DocuSign, you can find a tutorial here: DocuSign Tutorial.

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