If your project uses the digital contract feature, it must be linked to a DocuSign account in order to send contracts for signatures. Navigate to Settings → Contracts and view the DocuSign tab.
Click Authorize DocuSign and follow the prompts to link a DocuSign account to your project.
Note: To ensure all signatories are notified when documents are completed and receive the fully-signed version, be sure that your DocuSign account settings are configured to send completion emails to embedded signers. See DocuSign’s help portal for more information.
If necessary, you can remove one DocuSign account and replace it with another by clicking the Revoke Access button, then authorizing the new account. It is important to note that you should not revoke access to a DocuSign account if there are any documents that have been sent for signatures using that account that have not been signed by all signatories and fully completed.
Reauthorizing DocuSign
Note: From time to time, you will need to reauthorize your DocuSign account - typically after 30 days with no signature requests.
You may see a message that your DocuSign account needs to be reauthorized in your notifications centre or when attempting to send a contract for signatures. To reauthorize your account, Navigate to Settings → Contracts and view the DocuSign tab.
Click Reauthorize DocuSign and follow the prompts to enter your DocuSign credentials and reauthorize the account.