Setting up a DocuSign Integration

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Required Docusign Permissions

In order to integrate DocuSign to Rooms, 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.

If you already have an NDA set up in DocuSign, you can use it with Rooms through Conveyor’s DocuSign integration. First click on the "Manage NDA" button in your Room.

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Click on "Install Integration" and a window will open that will take you to DocuSign in order to log into your account.

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When you’re finished, you’ll be taken back to Rooms to choose which DocuSign template you want to use as your NDA.

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After you click "Confirm," users you invite to your Room will be required to read and sign that version of the NDA.

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