Configure Egnyte for DocuSign

Admins will learn the steps to enable and configure the DocuSign app in Egnyte, connect the DocuSign app to Egnyte, and change the configuration in the future. Learn more about DocuSign here. 

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Enable DocuSign in Egnyte

Connect the Integration

Change Configuration

Enable DocuSign in Egnyte

Administrators will need to enable Egnyte for DocuSign for the appropriate users on their account.

1. Navigate to Apps & Integrations -> DocuSign. Use the Esignature category filter on the left side to quickly narrow your search
   
   
   
   
2. Hover over the tile and click Enable Integration  
   
   
   
   
3. Administrators can choose to add the app for all users, certain groups (up to 5), or allow users to add the app themselves.  Click Save after selection
   
   
   
   

   Once the app's enabled, users will be able to add it from the Apps & Integrations page or will automatically have it installed (depending on the option selected).

Connect the Integration

To connect Egnyte and DocuSign, each user will need to allow the integration service to connect to both the Egnyte account and DocuSign account.

Connect

1. Navigate to the Apps & Integrations page
   
   

   Power Users can skip this step.

   
   
   
2. Hover over the app's tile and click the gear icon.
   
   
   
   
3. The user may need to turn off the admin mode to get to the Configure DocuSign window                                                                                                                                                                               
   
   
   
4. Click Continue
   
   
   
   
5. A window will appear to connect the DocuSign account to the Egnyte account. Click Allow Access so Egnyte for DocuSign can access the Egnyte account.
   
   
   
   
6. The user will be asked to be redirected to DocuSign to authenticate your account. They must have a DocuSign account to use this feature. Click Continue
   
   

   If the user doesn’t already have a DocuSign account, they can sign up for one via https:/www.docusign.com.

7. Log in with DocuSign credentials and click Continue
   
   
   
   
8. The Egnyte for DocuSign App is now enabled
   
   

   If the user closes the browser tab/window before logging in or clicking the Cancel button, the app will still show as Added. In this case, they can either change their account to log in or log in when prompted in the next attempt to send a document with DocuSign.
   
   The maximum allowed size from DocuSign is 25MB.

Verify the Installation

After entering an email address and password, the DocuSign app will be added on the Apps & Integrations page.

Next Steps

Use Egnyte for DocuSign