How To Integrate Asana With DocuSign

How To Integrate Asana With DocuSign

1. Create Accounts: Ensure you have active accounts for both Asana and DocuSign.
2. Log In: Sign in to your Asana account.
3. Access Integrations: Go to the Asana integrations page.
4. Find DocuSign: Search for DocuSign in the integrations list.
5. Click on DocuSign: Select the DocuSign integration option.
6. Authorize Access: Follow prompts to connect your DocuSign account.
7. Set Up Preferences: Choose your integration settings and preferences.
8. Test the Integration: Create a test task in Asana and send a document via DocuSign.
9. Monitor Activity: Check for updates and notifications in both platforms.
10. Adjust Settings: Modify any settings as needed for optimal use.