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Setting up your integration with DocuSign
Setting up your integration with DocuSign

How to seamlessly connect your templates and documents on DocuSign with TeamBridge

Arjun avatar
Written by Arjun
Updated over 2 years ago

Configuring DocuSign

With an integration with DocuSign, managing documents and credentialing on TeamBridge becomes simple, organized, and automatic. Refer to the steps below to find out how to connect your DocuSign account to your TeamBridge account.

First, you will need to set up a Docusign Connect webhook on your DocuSign admin portal.

  1. Navigate to the settings page of your admin portal on the DocuSign webpage

  2. Scroll down on the left navigation bar and click on Connect

  3. Click the "Add Configuration" button and select "Custom" from the dropdown

  4. Give your webhook a name (something like "TeamBridge Webhook" will do)

  5. In the "URL to publish" field, enter in the following link:

    https://api.teambridge.com/ip/docusign/webhook/

  6. Select Envelope Signed/Completed under the "Envelopes and Recipients" dropdown.

  7. Click "Save"

Refer to the video below to see how to do these steps in your admin portal

Connecting TeamBridge to DocuSign

Now you can link your DocuSign account to TeamBridge!

To do this, navigate to your Account Settings (found in the bottom left corner), go to the Integrations page, and scroll down to the DocuSign card. After clicking that card, click the "Connect" button to log in to your DocuSign account. Once you have inputted your credentials, your TeamBridge account should now be successfully connected to your DocuSign account. The video below demonstrates theses steps.

You will now have access to your Docusign Templates when creating documents for users. Please refer to this article to learn more about using Documents on TeamBridge.

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