DocuSign Administrator Settings
  • 03 Mar 2023
  • 1 Minute to read
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DocuSign Administrator Settings

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Article summary

On the DocuSign side, integration is configured in the Admin settings. To open the Admin settings:

  1. Log in to with your account.
  2. Switch to the Admin settings by clicking Settings on the header.

DocuSign settings are divided into the following categories:

  • ACCOUNT - Here you can configure your DocuSign account.
  • USERS AND GROUPS - Here you set up users of your accounts, users groups, and permission sets.
  • SIGNING AND SENDING - Here you can configure signing settings, sending settings, email notification preferences, and other related settings. For example, you set up whether you want to use a frame in the electronic signature or whether you want to allow recipients to sign on a mobile device.
  • INTEGRATIONS - Here you can set up integration with Lanteria HR.
  • AGREEMENT ACTIONS - Here you configure connection of your DocuSign account with other apps as well as set up agreement rules for these integrations.
  • AUDITING - Provides information about changes made to your account.

For detailed description of settings on the DocuSign side, please refer to the DocuSign help center or click the help button on a specific page with settings to get help for that page.

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