STEP 1: CREATE YOUR NEW DOCUSIGN ACCOUNT FROM ACTIVATION EMAIL
You will receive a new email from DocuSign to activate your new account. To find this email, copy/paste this search term into Outlook Email Search: subject:(Account Activation)
Use the DocuSign Activate link
Since you already have an account with your Xerox email address, you may be asked to login.
STEP 2: SET XEROX BUSINESS SOLUTIONS AS YOUR DEFAULT ACCOUNT
Log out of Docusign, and log back in. When presented with the option to log in to an account, select "Xerox Business Solutions"
You know you are in the right account when the Account Number and Account Name look like this:
Go to "My Preferences" and change set your default account.
This is correct
This is incorrect (Note: If this says anything other than the account name above, it is wrong.)
STEP 3: CONNECT PREO TO DOCUSIGN
Now that your default account is set up as "Xerox Business Solutions", log into PREO and use the "Connect to Docusign" button.
If you do not have this option, please ask PREOBot to reset your DocuSign connection.