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Note: Zilla recommends using the DocuSign API Integration. To switch over to the API integration, first archive the ZUS (Browser Extension) application instance and then create a new DocuSign instance enabling the API Integration. The DocuSign ZUS (Browser Extension) integration syncs DocuSign Integrations data in addition to the information synced via the API integration. |
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Log into Zilla and click
Add Applicationon the top right.
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A window with a search bar appears, type in
docusignin the search bar. An application entry will appear at the top of the list, clickAdd to Applicationsbutton to the right.
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Fill in the form with appropriate details and then click
Add to Applicationsbutton.
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Step 2. Login to DocuSign in a new browser window. Go to the Settings tab at the top of the page. Copy the URL up to the domain (ex. https://admindemo.docusign.com ) and paste it into Zilla DocuSign dialog.
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Step 3. Click Next.
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DocuSignapplication details page will appear. ClickSync nowin the top right
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.
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A popup will appear. click the slider below Zilla Universal Sync (ZUS) to enable it, enter your organization page URL and click on
Next.
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This popup will appear, read the instructions and then click
Launch
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Envoy.
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Click the browser extension icon located in the upper right of the window
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, and click
Sendto synchronize DocuSign Users.
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A preview dialog will appear. Review the list and click
Send.
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Note: Please wait for preview popup to be displayed, this could take some time. |
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Step 8. Click Visit page to navigate to DocuSign Groups.
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Step 9. Follow the NAVIGATION DIRECTIONS. Navigate to an individual group.
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Step 10. Click Send.
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Step 11. Repeat steps 9 and 10 until all groups are sent.
Step 12. Click on Visit page to synchronize DocuSign Integrations.
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To synchronize DocuSign Group members, click
Visit pagenext to “Groups(2 of 3) :Synchronize DocuSign Group Members”.
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Navigate to each Group and click
SendorSend Again.
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This is how your browser extension will look like after you have successfully sent 4 groups.
To synchronize DocuSign Group app integrations, click
Visit pagenext to “Groups(3 of 3) :Synchronize DocuSign Integrations”.
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Click
Sendto synchronize DocuSign Integrations.
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Once sent, ZUS will look like this:
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On Zilla, click
Done.
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Review the sync summary and click
Close.
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