Docusign integration will significantly boost efficiency by streamlining the document management process. Administrators can now send signature requests from BoardWorks through your existing Docusign account.
You can track the progress of documents in either system, ensuring transparency and reducing follow-up time. Once a signature request is complete, the signed document and certification are automatically stored in BoardWorks, saving time on manual uploads and ensuring all documents are securely archived in one place.
Requirements
To setup Docusign integration for BoardWorks, you must be a full BoardWorks Administrator and have a paid Docusign account. You will not be able to setup BoardWorks integration with a free (trial) Docusign account.
Please note: Docusign integration is not available on the BoardWorks mobile apps and can only be executed from the web portal.
Integrating DocuSign with BoardWorks - Step by Step
Step 1
Login to BoardWorks as an Admin – how you normally login
Login to your Docusign account with the URL https://apps.Docusign.com/admin/admin-dashboard
We recommend having 2 separate tabs or windows with each application open so that you can copy & paste the values from one to the other.
Once logged in to Docusign, click on the Admin tab and from the main menu on the left panel, navigate to Integrations and select Apps and Keys.
Configure BoardWorks Portal Integration
Step 2:
2a. From Docusign, in the Apps and Keys section, under My Account Information, copy the User ID data
(or click on Copy to clipboard button).
2b. Then, logged in to BoardWorks as an administrator, go to the Admin section, then Settings.
In the Integrations section, click ‘edit’ and under the Docusign heading, paste the text you copied from the previous step into the User ID field.
2c. After pasting the User ID, click the Save button.
Grant Consent for the Application
Step 3:
On the page below, locate and click on the Click Here link to set consent for the application.
3b. After clicking the 'Click Here' link, you will be redirected to a new page of the Docusign in a new tab.
On that page, click the Allow Access button to grant the necessary permissions to integrate with BoardWorks.
After giving the necessary consent, the below page will be displayed.
You may now close this tab, as it is no longer needed for the integration process.
Congratulations! Your integration with Docusign is now complete.
You may now return to BoardWorks and begin using Docusign for your Signature Requests.
For instructions on how to create a signature request in BoardWorks using DocuSign integration, please see our Admin User Guides.