Docsign Integration – Documentation
Overview
Docsign is a digital document signing platform that can be integrated with CRM (FabBuilder) to manage document signing processes.
Once integrated, it allows businesses to send, track, and manage documents for e-signature directly from CRM.
Purpose of Integration
Docsign integration with CRM enables:
- Send documents for digital signature
- Manage document workflows
- Track signing status
- Reduce manual paperwork
- Improve document handling efficiency
Prerequisites
Before starting the integration, ensure the following prerequisites are met:
- Active CRM (FabBuilder) account
- Admin access to CRM
- Active Docsign account
- Access to API credentials
- API access enabled
Required Credentials
The following credentials are required for successful integration:
- Auth ID – Provided by Docsign
- Auth Token – Used for authentication
- Client Secret – Provided for secure access
Note: All credentials are available in the Docsign account/dashboard.
Configuration Steps
After successful login, navigate to the App module from the left-side navigation panel.
- Click on App module
- Navigate to App & Integration → App
- Search and select Docsign
- Click on Configure
Screen- Access to Docsign
- Enter the following details:
- Enter Name
- Auth ID
- Auth Token
- Client Secret
- (Optional) Enable Pin in Left Menu
Screen- Docsign Configuration
- Click Save
Validation
- Configuration saved successfully
- No error message appears
- Integration status becomes active
- Connection with Docsign is established
Working / Use Case
- CRM connects to Docsign using API credentials
- Documents can be sent for signature
- Users receive signing requests
- Status of document (signed/pending) is tracked in CRM
Example:
Send agreement → Customer signs digitally → Status updated in CRM
Output
- Docsign connected to CRM
- Digital signing enabled
- Document tracking available
- Faster and paperless workflow