In order to integrate DocuSign to your portal, you’ll need to authenticate using an account that has these minimum user permissions:
“Can send envelope” is enabled
Templates set to "Use"
Allow view and manage envelope rights through API
Allow send on behalf of other users through API
Refer to DocuSign's documentation on how to View or edit permissions for a permission profile. The settings above are all under the "User Permissions" tab when you edit a permissions profile in your DocuSign account.
Note that if you modify permission you may need to re-authenticate.
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Required Docusign NDA Template
You'll also need a Docusign NDA template to be used here. The template should have a single signer (your customer).
You can create a new template or use a use an existing one. In order to use a template in Conveyor, they should be visible on this page
Make sure you have a single signer with the role set to "signer". The name and email needs to be left empty.
If you already have an NDA set up in DocuSign, you can use it with your portal through Conveyor’s DocuSign integration. Select "Designer" on the left nav, then click on the "Manage NDA" button in the Documents tab.
Click on "Install Integration" and a window will open that will take you to DocuSign in order to log into your account.
When you’re finished, you’ll be taken back to your portal to choose which DocuSign template you want to use as your NDA. Select the NDA that we created previously.
After you click "Confirm," users you invite to your gated portal content will be required to read and sign that version of the NDA.
