DocuSign allows you to request digital signatures on documents for your clients for increased efficiency and an overall transition to a paperless office.
How do I create an account with DocuSign?
An account can be created directly with DocuSign - you will need to select the appropriate plan for your business needs here.
You will then activate your account and log in.
How do I configure DocuSign in Client Manager?
Initially, you will need to log into DocuSign.
Click on the Profile Icon on the top right-hand corner
Copy your Account Number #:
You will now need to log in to Client Manager...
Access Settings > Integrations
Select the radio bubble for 'User'
- Select on Configure:
You will then paste your Account Number # into the pop up that appears:
Select Save
Then select on Enable:
Select Test once enabled to ensure the integration is working:
Accept permissions (if it pops up) for CCUBE Financial Software:
DocuSign is now configured and ready to use!
If you have any questions, please email our support team at cmsupport@openmarkets.com.au