Welcome to the Anthill Guide on how to integrate DocuSign with Anthill!
Integrating Anthill with DocuSign allows you to create signed documents directly from Anthill. This allows you to keep the whole customer paper trail in one convenient location.
You will require a DocuSign account and your Anthill details to complete the process.
Log in to your DocuSign account.
Navigate to your “Settings” in DocuSign top menu.
Once in “Settings”, from the menu on the left select “Apps & Keys”. This is located beneath the Integrations header.
From here you can locate your User ID and Integrator Key, both of these will be required for configuration along with your DocuSign password.
Now, log in to your Anthill account.
Navigate to the Integrations section, available via the top right hand corner.
Click on “Settings” under the DocuSign logo and enter your credentials.
Select “Update Configuration” to confirm the link.
Once you see the confirmation message, your accounts will be linked.
Using The Integration
Now your accounts are linked, you are able to created signed documentation within Anthill.
This can either be achieved by creating the document within Anthill itself, or uploading a document and leaving placeholders where you require the signature to be completed.
April 4th, 2021-