When you add a DocuSign card to a flow for the first time, you'll be prompted to configure the connection. This will enable you to connect your DocuSign account, save your account information, and reuse the connection in new flows that include DocuSign.



You can create multiple connections and manage them from your Connections page.

Create a new connection from an Action card

  1. Click New Connection.

  2. Enter a Connection Nickname. This is useful if you plan to create multiple DocuSign connections to share with your team.

  3. Click Create.

  4. In the DocuSign log in dialog, enter the email address for your DocuSign account.

  5. Enter a password and click LOG IN.

  6. If prompted, click Allow.

Related topics

DocuSign connector

Workflow elements

DocuSign Developer documentation