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Reference / Integrations

DocuSign

Send a document to sign with DocuSign.

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.

  1. In Glide, click the Settings menu.
  2. Find the Integrations section and then select DocuSign.
  3. Click the Add to app button.
  4. 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.

FieldDescriptionRequired field?Example
API Account IDYour API ID can be found in your account’s https://admin.docusign.com/apps-and-keys
Account Base URIYour Base URI can be found in your https://admin.docusign.com/apps-and-keys
Template IDThis is the ID of the template you would like to send for signature
Signer EmailThe email of the primary signeralma@example.com
Signer Full name
CC EmailIf 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
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