If you already have an account with the digital signature provider DocuSign, you can easily connect it to Parallel to send and manage signatures directly from the platform.
Below is a step-by-step guide to configure the integration.
1. Access the Signature Integrations
In the side menu, go to Organization > Integrations. In this section, you’ll see the DocuSign integration card.
2. Select the Signature Provider
Click on the provider to connect.
You will access the Signature Integrations panel.
Click Add provider.
Select DocuSign.
3. Connecting DocuSign
After choosing DocuSign, click Authorize.
A pop-up window will appear asking you to log into your DocuSign account and confirm the authorization for the integration.
¿What happens after connecting the provider?
Once the integration is set up, you can start signature processes directly from Parallel.
Each document will be sent for signature using your connected provider, and you’ll be able to track the status of each signature within the platform.
Click here to learn how to enable the signature flow in each template.