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Changing connected DocuSign account
Changing connected DocuSign account
Updated over 8 months ago

Every user account in DocuSign might have access to a different set of documents. If you've connected Humaans to an account that does not have access to the documents you want to sync, you can change the connected account.

This is also useful if the owner of the previously connected account leaves your organisation. When we cannot authenticate the user that connected the integration, a "Authentication issue" pill will appear. Clicking on configure when this is the case will open the connect flow to reconnect the integration.

To change the connected account:

  1. Open Admin area

  2. Scroll to Integrations

  3. Find the DocuSign integration and click "Configure"

  4. Click "Change" next to the "Connected DocuSign account"

  5. Log into DocuSign if prompted

  6. Allow Humaans access to your DocuSign account

  7. Humaans and DocuSign should now be connected

You can only connect Humaans to your own DocuSign account. If there's a specific person in your organisation that has access to all relevant documents in DocuSign, you should ask them to perform the steps above.

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