Set Up DocuSign in GEMS with a DocuSign Username and Password (Admin Only)
If you have an existing DocuSign license, DocuSign can be integrated with GEMS.
1. Navigate to Admin> GEMS Settings> System Management.
2. Locate Document Signature under the Options section of the Menu.
3. Click Edit.
4. Select your preferred authentication method in the Authentication dropdown.
5. If you selected Username and Password in the Authentication field, complete the Username and Password fields with your DocuSign credentials. If you selected OAuth Access Token in the Authentication field, complete the User ID and API Account ID with your DocuSign properties.
6. Enter the Account Base URI and Account ID for your organization's DocuSign account. These can be retrieved by a DocuSign Administrator from their DocuSign portal.
7. Set the Account Type to Live Account.
8. Click Save. DocuSign is now be enabled for use through GEMS.
For information on how to use DocuSign's features within GEMS, see Video - DocuSign Signature Request.