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Integrating With Docusign

Helping users integrate Revver with their existing DocuSign account

C
Written by Christopher W.
Updated over a week ago

In this guide we will cover how you can integrate your existing DocuSign account with Revver to use as your eSignature service.

By default, Revver offers eSignature services through a built-in SIGNiX integration. However, we offer the ability to instead integrate Revver with your existing DocuSign account.


Access & Permissions Requirements

DocuSign is a third party service with its own account and subscription requirements. In order to integrate DocuSign with Revver, you must have an active account with DocuSign.

Integrating DocuSign with Revver requires that your user account have the 'Personal Providers' user permission enabled. Making use of eSignature features within Revver requires your user to have both the 'eSignature' and 'eSignature Management' user permission enabled.


How to Integrate Revver with DocuSign

Please note that if you have purchased envelopes for use with Revvers built-in SIGNiX eSignature integration, you will not be able to make use of those with DocuSign integration. DocuSign is a third party service that offers their own subscription and service plans.

For any questions about purchased envelopes, please reach out to your account manager here at Revver.

Step 1 - Go to your My Settings page

When logged in to Revver, click on the 'All Features' option on the left hand side of the Revver page. Locate and click on the 'My Settings' option.

Step 2 - Locate the Integrated Products page

At the top of the 'My Settings' page, click on the 'Integrated Products' tab.

Step 3 - Click on the DocuSign option

The following page will list the current options for third party integration. Click on the 'DocuSign' button and it will open a new window or tab and ask you to sign in to your DocuSign account.

Once you've signed in, you should be able to make use of the eSignature process by simply right clicking any document and selecting the 'Sign with eSignature' option.

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