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Connect or disconnect DocuSign for signatures

You can integrate DocuSign with Anvil to request signatures at the end of a Workflow. In this article, we’ll go over how to connect and disconnect your DocuSign and Anvil accounts.

Please note that DocuSign integration is only available on Custom plans.

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You must have an active DocuSign subscription to integrate eSignatures. Anvil provides a similar and more competitively priced e-signature service called Etch. Read more about Etch here.

Connect DocuSign

Integrating your DocuSign account with Anvil will allow you collect Workflow signatures with DocuSign.

To connect DocuSign:

  1. Navigate to the organization settings page
  2. Click on the Integrations tab in the organization settings panel to the left
  3. Click Connect to DocuSign
  4. You’ll be redirected to DocuSign where you can authenticate your DocuSign credentials

After successful connection, you’ll be redirected to your Integrations page where you’ll see your newly connected DocuSign account.

Disconnect DocuSign

You can disconnect your DocuSign connection at any time.

To disconnect DocuSign:

  1. Navigate to the organization settings page
  2. Click on the Integrations tab in the organization settings panel to the left
  3. Click Disconnect DocuSign

You’ll automatically be redirected to your integrations page. Your DocuSign account will no longer appear in the DocuSign Integration area.

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