Note: Zilla recommends using the 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.
Step 1. Navigate to your DocuSign instance in your library. Click Sync now in the top right corner. This pop-up should appear, click on the slider below Browser Extension to enable it.
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.
Step 3. Click Next.
Step 4. This popup will appear, read the instructions and then click Launch DocuSign.
Step 5. Click the browser extension icon located in the upper right of the window. Click Visit page in the browser extension dialog to synchronize DocuSign Users.
Step 6: Click Send to synchronize DocuSign Users.
Step 7. This preview popup will be shown. Check all data and click Send.
Note: Please wait for preview popup to be displayed, this could take some time.
Step 8. Click Visit page to navigate to DocuSign Groups.
Step 9. Follow the NAVIGATION DIRECTIONS. Navigate to an individual group.
Step 10. Click Send.
Step 11. Repeat steps 9 and 10 until all groups are sent.
Step 12. Click on Visit page to synchronize DocuSign Integrations.
Step 13. Click Send to synchronize DocuSign Integrations.
Step 14. On Zilla, click Done.