Follow these steps to integrate your DocuSign account with zipForm, allowing you to send documents for signature directly from your transactions.
Prerequisites
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Active zipForm account credentials.
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Active DocuSign account credentials.
Instructions
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Go to
zipformplus.comin your web browser. -
Log in using your company email address.
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Click Continue to transactions.
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In the top-right corner, click your Profile Picture (or avatar).
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Select Profile & Settings from the dropdown menu.
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Click the Settings tab in the top navigation bar.
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Locate the E-Sign Options section.
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Select the DocuSign radio button.
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Click Link DocuSign Account.
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A pop-up window will appear; enter your DocuSign email and password to authorize the connection.
Note: If the pop-up does not appear, ensure your browser's pop-up blocker is disabled for this site.
