Easily send contracts from Xakia to DocuSign for signing, track the signing process, and store signed documents—all in one place. This integration keeps your contract documents up to date with the latest signed versions, making contract management seamless.
The Docusign integration is available on the Enterprise subscription level!
Before you can use Xakia's Docusign integration, you need to connect your Docusign account to your Xakia location. This article explains:
Who can connect the Docusign integration
Information you will need to successfully connect the Docusign integration
Set up options and step-by-step instructions for each option
How to set up a "System User" if you would like to do that (this is optional)
Who Can Connect the Docusign Integration?
The Docusign integration can been set up by someone who is:
A Xakia location admin AND
An admin of the Docusign account you want to connect
The email address of this user must be identical in both Xakia and Docusign.
Information you will need before you start
To successfully connect the Docusign integration you will need to know the following information about your Docusign account:
Whether your Docusign account is configured as an 'Organization' or not. The simplest way to check this is to go to the Admin tab in Docusign and see whether an "Organization" icon appears on the left-hand navigation bar. If it does, then your account is configured as an Organization - otherwise it is not.
The following information, all of which can be found by going to the Admin tab in Docusign and clicking the "Apps and Keys" option in the left-hand navigation bar:
User ID
API Account ID
Account Base URI
Set Up Options
The Docusign integration has 2 set up options - Individual Consent and Organization Consent.
Option | When to use | Description |
Individual Consent | If your Docusign account is NOT configured as an Organization | A Xakia and Docusign admin can connect the Docusign integration, but each Docusign user who then uses the integration will need to give consent to use the integration. Individual consent is only required once per person. |
Organization Consent | If your Docusign account IS configured as an Organization | A Xakia and Docusign admin can connect the Docusign integration and can then consent to its use on behalf of all Docusign users within the Organization. This means that Docusign users will not be required to provide consent individually. |
Option 1: Individual Consent - Step-by-step guide
Navigate to Admin > Integrations > Docusign
Fill in your Docusign account information:
Docusign Admin User ID
Docusign Account ID
Docusign Base URI
You can find this information in Docusign by going to Admin > Apps & Keys
The information will be under the heading 'Account Information'
Copy the details into Xakia
Save
You will then see a new section called Docusign Consent appear in Xakia - select Individual and click Connect to Docusign
You will then be taken to a Docusign page and asked to log in to provide consent for yourself
Once this is completed successfully, you will see a green banner saying Connected in Xakia.
Remember! Each Docusign user who uses the Docusign integration will be asked to provide their consent on first use.
Option 2: Organization Consent - Step-by-step guide
Navigate to Admin > Integrations > Docusign
Fill in your Docusign account information:
Docusign Admin User ID
Docusign Account ID
Docusign Base URI
You can find this information in Docusign by going to Admin > Apps & Keys
The information will be under the heading 'Account Information'
Copy the details into Xakia
Save
You will then see a new section called Docusign Consent appear in Xakia - select Organization and click Connect to Docusign
You will then be taken to a Docusign page and asked to log in to provide consent on behalf of your organization
Once this is completed successfully, you will see a green banner saying Connected in Xakia.
Docusign System User Configuration (Optional)
If you have a shared account and you want everything within your organization to utilize that shared account when sending documents via Docusign you can designate a single Docusign user for Xakia to use when when creating all envelopes in Docusign. The User ID can be found in Admin > Users > View User > User ID.
Docusign System User
What is a 'System User'?
Commonly, Docusign users wish to send envelopes from a single, common 'System User' rather than named user accounts. For example, a System User may be 'Legal Team' with the email address 'legal@company.com'.
Legal teams often manage this via a shared mailbox or similar.
Xakia's Docusign integration allows you to connect to a System User you have created in Docusign and if you do so, all signing workflows created in Xakia will use that System User account in Docusign rather than named user accounts.
Important! If a System User is connected you must ensure that all Xakia Users have the ability to log in as that System User in Docusign as access to Docusign is essential to undertake a signing workflow.
Who can set up a System User?
A System User can be set up by someone who:
Is a Xakia location admin AND
Is an admin of the Docusign account you want to connect AND
Can log in to Docusign using the System User's credentials
Setting up a System User - Step-by-step guide
To set up a System User, you must first set up your Docusign integration using the steps above. Once that is done, you will see a new section called System User appear in Xakia. You should then take the following steps:
Navigate to your Admin area in Docusign. Open the 'Users' option in the left-hand navigation bar
Find the System User you want to use and click Actions > Edit
Copy the User ID field
In Xakia, populate the Docusign System User ID field with the value you have just copied from Docusign
Populate the Docusign System User Email field with the System User's email address
Click Save
Once saved, click Consent
You will then be taken to a Docusign page and asked to log in to provide consent
IMPORTANT! You must use the System User's email address and credentials to consent.
Once this is completed successfully, you will see a green banner saying Connected in Xakia.