From your left navigation toolbar click on “My Team” and , scroll down to “Edit Your DocuSign feature configuration” and click on “Authorize Botdoc”.
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NOTE: All DocuSign subscription levels including developer accounts and personal level accounts will work with Botdoc integration. Developer-level subscriptions are more cost-effective for some teams than multi-level stand subscriptions. Please reach out to sales@botdoc.io for more details.
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Next, you will be asked to CONFIRM access -Once confirmed then you will have DocuSign Access within your P2 account/dashboard
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Next, you will receive a “success” banner at the top of your teams team's page inside the Botdoc dashboard
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When all credentials are completed you will now see the DocuSign button within the P2 container (if credentials are not working correctly the DocuSign button will not be grayed outshown)
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NOTE: You must create “templates” inside of your DocuSign account for them to be integrated into our P2 environment.
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