Connect Docusign
Connect Docusign to CoCounsel so that you and your team can access Docusign files directly from CoCounsel.
Make sure you are signed in to CoCounsel as an administrator.
- Go to your user profile, then .
- SelectNew Integration.
- SelectDocusignas your connector.
- Enter a name to identify the connector, such asDocusign.
- SelectAdd connector.The connector is added with an active state and becomes available for all team members to find in their list of external DMS connections.
Authorize the connector as soon as you add it. This lets you test the connection before your team members begin using it. Each person completes the authorization process the 1st time they sign in.
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