DocuSign Integration

Overview

This article explains how to configure SMSF Sorted with DocuSign as well as how to share documents for digital signing with trustees using DocuSign and sharing these back to the auditor.

This integration does require the firm to already have a paid DocuSign account

Docusign Configuration

In order to use the DocuSign integration with SMSF Sorted, you must first complete the configuration steps outline in the below attached document, starting with DocuSign.

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