Accounting & HR
Set up DocuSign
Connect DocuSign to bring your agreements in as documents — each envelope's combined PDF with its signing state and parties, so “do we have the signed Acme agreement” answers from the executed paper itself. Read-only.
- Documents → DocuSign, click Connect and sign in — or use your own integration key with the fields below.
- Optionally narrow the statuses (completed only, for executed agreements) or the history window under Advanced.
- Choose access groups, Test, then Sync.
Contracts are sensitive — choose the access groups accordingly. Drafts are never synced; sent, delivered, completed, declined and voided envelopes are.
Your own integration key (no Connect button)
In DocuSign go to Settings → Apps & Keys → Add App and Integration Key, add a secret key, and mint a refresh token once (consent + one token request — the developer docs' authorization-code walkthrough). Paste key, secret and refresh token into the source; access renews itself from then on.
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Last updated 29 Aug 2026