View Changelog

Date	Change
January 2025	Clarified configuration steps.
September 2024	Initial Version

Overview

This guide explains how to add your DocuSign credentials to Docupace. To configure the integration, you must generate an app password in DocuSign. Then, you need to add it to Docupace. Once you complete this task, your name will appear in the subject line of notification emails sent by DocuSign to signees.

Until recently, applications such as Docupace could connect to your DocuSign account using your DocuSign username and password or the DocuSign username belonging to an elevated admin account. This was called the “Send on Behalf of” (SOBO) configuration. DocuSign is retiring and replacing both these methods with an App Password.

What is an “App Password?”

An App Password is a key for allowing you to access your DocuSign account, which is used exclusively for integrations with other systems. It is separate from the login information you enter into the DocuSign web portal.

Note: Users cannot log into the DocuSign web portal using an App Password. This key can only be used by integrated systems.

How to Generate Your App Password

First, you must log into DocuSign and generate an App Password to continue using your DocuSign-Docupace integration.

Audience: Advisors or Site Admins

Feature: DocuSign is one of the eSign integrations available in Docupace. DocuSign can include your name in the notification email’s subject line.

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.

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.

Configuring DocuSign App Password for an Advisor Account