DocuSign is a platform that allows users to electronically sign documents. With the DocuSign integration, you can send documents to sign from your Glide app.
Adding and Configuring the Integration
To start using the DocuSign integration, you first need to add it to your project.
- In Glide, click the Settings menu.
- Find the Integrations section and then select DocuSign.
- Click the Add to app button.
- You will then need to log into your DocuSign account.
Features
Send a document to sign
The Send a document to sign action is used to send a DocuSign document to sign via email.
| Field | Description | Required field? | Example |
|---|---|---|---|
| API Account ID | Your API ID can be found in your account’s https://admin.docusign.com/apps-and-keys | ✅ | |
| Account Base URI | Your Base URI can be found in your https://admin.docusign.com/apps-and-keys | ✅ | |
| Template ID | This is the ID of the template you would like to send for signature | ✅ | |
| Signer Email | The email of the primary signer | ✅ | alma@example.com |
| Signer Full name | ✅ | ||
| CC Email | If role is not configured, this person will be asked to sign the document | ||
| CC Full name | |||
| CC Role |
The action can be added to a component that supports actions (e.g., a button), added to an action sequence in the Action Editor, or after a form is submitted.
FAQ
Updated 3 days ago