Linking a DocuSign account

Note: A DocuSign account is required for this process. If your organization does not have such an account, you must create one.
  1. In DocuSign, select Settings > Apps and Keys.
  2. Under My Account Information, locate the API Account ID and Account’s Base URL.
  3. In IDM, navigate to the Control Center and open the Document Signature page.
  4. Specify the values from DocuSign in the Document Signature Account ID and Document Signature Base URL fields.
  5. Save the changes.
After these steps your DocuSign account is linked to IDM.