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DocuSign

DocuSign

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.

  • Log into Zilla and click Add Application on the top right.

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  • A window with a search bar appears, type in docusign in the search bar. An application entry will appear at the top of the list, click Add to Applications button to the right.

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  • Fill in the form with appropriate details and then click Add to Applications button.

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  • DocuSign application details page will appear. Click Sync now in the top right.

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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 Envoy.

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  • Click the browser extension icon located in the upper right of the window, and click Send to synchronize DocuSign Users.

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  • A preview dialog will appear. Review the list and click Send.

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  • To synchronize DocuSign Group members, click Visit page next to “Groups(2 of 3) :Synchronize DocuSign Group Members”.

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  • Navigate to each Group and click Send or Send Again.

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  • This is how your browser extension will look like after you have successfully sent 4 groups.

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  • To synchronize DocuSign Group app integrations, click Visit page next to “Groups(3 of 3) :Synchronize DocuSign Integrations”.

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  • Click Send to 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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