How to Add an App Password to Docupace
You must copy this password and paste it into your user configuration on the Docupace site. Depending on your site's DocuSign configuration, it can go in three different places.
Each User has Their Own Docusign Account
If each user has their own individual DocuSign account, then each user needs to generate their own App Password and add it to their User Profile.
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Log into Docupace |
in a new tab. In the upper left . Click your User Name (1) in the upper-right corner of the page |
, click your username and
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On the Setting page in Docupace, click Docusign.
Locate the eSign Credentials section and click DocuSign (1). Image AddedIn the Details section: If the field is blank, enter
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the Docusign from Step 4 into the corresponding field in Docupace.
Image RemovedIn the Details section, enter the Docusign API Account ID from Step 4 into the corresponding field in Docupace.
Image RemovedIn DocuSign, click the circle in the top right corner and click Manage Profile.
Image RemovedReturn to Docupace, paste the App Password (1) (your email address). Paste the App Password from Step 5 of the previous set of instructions into the DocuSign Password field (2). Enter the DocuSign Account ID (3) in the format XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX .
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Where to find the DocuSign Account ID? DocuSign refers to this ID as the API Account ID. Request the DocuSign API Account ID from your DocuSign Administrator. Only users with access to Admin tools in their DocuSign account can retrieve the ID themselves. To do this, open the Admin menu in DocuSign and go to INTEGRATIONS > Apps and Keys > My Account Information section. |
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Privacy & Security, and locate the Additional Security section. Click GENERATE APP PASSWORD.
Image RemovedAdd Custom Name for the new password and click the GENERATE APP PASSWORD button.
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Copy the password that DocuSign generates.
Image RemovedSave and Close (4) in the top toolbar. You should now be able to use DocuSign as usual. Image Added |
Your Site Has an Enterprise DocuSign Account
If your site uses a single enterprise account for all users, then an Admin needs to add the App Password to the Entities Domain.
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In Docupace navigate to Administration > List Domains > Entities. Locate the entity record you want to edit and either single-click on the pencil icon or double-click on the row. Note |
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Attention: If your site uses a Vendor/Custodian’s DocuSign account (Schwab, Fidelity, etc.), navigate to Administration > List Domains > eSign Credentials instead. All other steps are the same. |
Image AddedPaste the App Password you copied from DocuSign into the DocuSign Password field. |
Image RemovedNote: The name of the entity and the order of the fields may differ on your site. Image AddedClick Save and Close |
on DocuSign page. You should top toolbar. Your users now be able to use DocuSign as |
normal.
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Feature: DocuSign is one of the esign integrations available in Docupace. DocuSign can include your name in the notification email’s subject line