1. Help Center

In order to use the Drive Connect DocuSign Integration you must first enable the feature in your org. When enabling the integration there will be necessary remote site settings added to your org and you will see an additional option in the Drive Connect components. Disabling the integration will remove these remote sites and hide the DocuSign feature from the app.

Enabling DocuSign

To enable the DocuSign integration you will need to do the following:

1. Go to the Setup tab in the Drive Connect app
2. Then select Preferences
3. In Preferences, select Integrations
4. To enable the integration, toggle the button for a modal to pop up in which you must confirm that the listed remote site settings will be added to your org
5. Once you select the Enable button the modal will close, you will see that the button has been toggled and you will get a confirmation toast
6. To confirm that the integration is enabled, you can check either the New button on the Drive Links componentor the drop down list of options for a linked file or the drop down list for a linked file on the Drive Files component or the file previewer

Disabling DocuSign

To disable the DocuSign integration you will need to do the following:

1. Go to the Setup tab in the Drive Connect app
2. Then select Preferences
3. In Preferences, select Integrations
4. To disable the integration, toggle the button for a modal to pop up in which you are informed that you will lose access to the DocuSign integration and that all the added remote site settings will be deleted
5. Once you select the Disable button the modal will close, you will see that the button has been toggled and you will get a confirmation toast
6. To confirm that the integration is disabled you can check either the New button on the Drive Links component, the drop down list of options for a linked file, the drop down list for a linked file on the Drive Files component or the file previewer