DocuSign Integration

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 below.
Steps to perform within Docusign
Step 1: Login to DocuSign and then click on Profile > My Apps & Keys.
Step 2: On the appearing page, click on Add App and Integration Key.
Step 3: Add App Name and click on Create App.
Note: An app name similar to cloudoffis is suggested for ease of identification as and when required.

Cloudoffis Configuration


To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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