On the DocuSign side, integration is configured in the Admin settings. To open the Admin settings:
- Log in to https://account-d.docusign.com with your account.
- 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.
