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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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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 be grayed out)

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NOTE: You must create “templates” inside of your DocuSign account for them to be integrated into our P2 environment.

FULL VIEW CLICK HERE