How To Integrate Slack With DocuSign

How To Integrate Slack With DocuSign

  1. Log in to Slack: Open your Slack workspace.
  2. Access Slack App Directory: Click on "Apps" in the left sidebar.
  3. Search for DocuSign: Use the search bar to find the DocuSign app.
  4. Install DocuSign: Click on "Add to Slack" and follow the prompts.
  5. Authorize DocuSign: Sign in to your DocuSign account to grant permissions.
  6. Configure Settings: Set up notifications and preferences for DocuSign in Slack.
  7. Test the Integration: Send a test document to ensure everything works smoothly.
  8. Use DocuSign in Slack: Start sending and signing documents directly from Slack.