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DocuSign

DocuSign

Overview

This article provides instructions on how to use Zilla Universal Sync (ZUS) to import data (accounts, integrations and settings) from this application into your instance of Zilla. You will launch your application from Zilla, activate the ZUS browser extension while logged into your application as an admin, and send your data securely to Zilla.

Don’t have the ZUS Browser Extension? Download and install here.

 

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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When you have finished with all the steps above, review the information in Zilla that was synced.

Having trouble? Try our https://zilla.atlassian.net/wiki/spaces/ZILLASUP/pages/2293203017 click Submit a request in the upper right corner of the page in the Help Center and submit a ticket.

Our support team will assist you in resolving the problem as quickly as possible.