DocuSign - SaaSConsole

Freely Manage DocuSign with SaaSConsole

SaaSConsole lets you manage your DocuSign groups and tickets all within one platform. Automate creating your users, update your groups and much more-no code required

Conntect Docusign to SaaSConsole

Connect to SaasConsole

Connect your DocuSign Account to SaaSConsole

Manage Workspaces within SaaSConsole

Connect DocuSign Group to SaaSConsole Group

Requirements:

Salesforce Account.

Steps:

1. Find DocuSign integration at https://app.saasconsole.com/integrations.

2. Click on the Connect button.

3. Sign in to your DocuSign account.

Create DocuSign Groups through the SaaSConsole Group

Requirements: Steps:

1. Under DocuSign Integration, click on DocuSign Groups. This feature allows you to manage the DocuSign Groups and its members.

2. Click on the add icon to create a DocuSign Group. This will open up the Create Group Modal.

3. To create a DocuSign group, the user is required to provide a Name. The user is also provided with an option to automatically connect the created DocuSign Group to the SaaSConsole group by simply checking the option on the create modal.

4. Once satisfied with the Group information, click the Create button. This action will create a new DocuSign Group in your DocuSign Account.

Edit DocuSign Groups through the SaaSConsole Group

Requirements:

Connected DocuSign Group

Steps:

1. Under DocuSign Integration, click Groups. This feature allows you to manage DocuSign groups and their members.

2. To edit a DocuSign Group, navigate to the connected DocuSign Group name. Click on the edit icon to modify the group. This will open the Edit DocuSign Group Modal.

3. Users can edit a DocuSign group by updating the Group Name. 4. Once satisfied with the DocuSign Group information, click the Update button. This action will update the DocuSign group in your DocuSign Account.

Disconnect DocuSign Groups in the SaaSConsole Group

Requirements:

Connected DocuSign Groups

Steps:

1. Under DocuSign Integration, click DocuSign Groups. This feature allows you to manage DocuSign groups.

2. To disconnect a DocuSign Group, navigate to the rightmost part of the connected DocuSign Group name. Click on the circle with the "x" icon to disconnect the Group. This will open the Disconnect Confirmation modal.

3. Once you are sure you want to disconnect the Group, click the Remove button. This action will remove the DocuSign Group members from the SaaSConsole Group and disconnect it.

Manage Unregistered Users within SaaSConsole

Requirements:

Steps:

1. Under DocuSign Integration, click Manage Unregistered Users. This will open the Register Users to DocuSign modal.

2. To register users, you must provide the Full Name and select a Permission Profile. For added security, you may also set an Access Code, which will be required for activating the account membership.

3. Once satisfied with the user information, click the Create button. This action will create and register the users in your DocuSign Account.

Disconnect from SaaSConsole

Disconnect your DocuSign Integration

Requirements:

DocuSign Integration Connection

Steps:

1. Login to SaaSConsole.

2. Go to the Integration section.

3. Locate the connected integration.

Locate Integration

4. Click on the Disconnect button.

Disconnect Button

5. A modal will appear showing the connected groups, if any.

6. Confirm the disconnection by clicking the Disconnect button.