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Question

DocuSign configuration

asked on October 23, 2017

I am working on a DocuSign integration.  We were following the instructions for "Enabling the Request Signature With DocuSign Option in the Laserfiche web client".  We are using version 10.2.1 of the Web Client.  Following the instructions for "Associating your DocuSign account with your the Laserfiche web client/Laserfiche user account" it says "Click the Settings link in the upper right corner of the site" then "In the Settings dialog box, under the DocuSign Account section, click General".  But there is no "Settings" in version 10.2.1 Web Client.  

So the question is, where would we be looking for the DocuSign Account section in the 10.2.1 Web Client.  We didn't find it in Options or Management.  Does the fact that it isn't there mean that we have something else configured wrong.

Thanks!

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Answer

APPROVED ANSWER SELECTED ANSWER
replied on October 23, 2017

Click on your username, then Options. In the Options page, click on Advanced on the left side. You can enter and verify your DocuSign credentials there.

This threw us off as well. I guess the online documentation needs updating. smiley

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replied on October 24, 2017

Thanks for pointing it out. We'll get that fixed.

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replied on October 30, 2017

Thank you so much!   We will try that.

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replied on May 6, 2021

I am trying to set this up as well but there is no DocuSign Credentials option in this location. any reason for this?

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