CLM - DocuSign Integration Guide

This guide will help you connect your DiliTrust CLM platform with DocuSign to enable seamless eSignature workflows directly from your contract lifecycle management system.

Overview

The CLM - DocuSign integration allows users to trigger electronic signature requests from within the CLM interface using their own DocuSign account.

Recommended Setup:

• We highly recommend using a generic or technical DocuSign account (e.g., no-reply@client.com or legal@client.com).
• ⚠️ Avoid using personal accounts, as this could interrupt the service if the account owner leaves the company.

How to Set Up the Integration

Step 1: Enable the Feature

Contact the DiliTrust Support Team and request activation of the feature flag: “eSignature managed by the client”.

Step 2: Navigate to the Configuration

In your CLM interface:

• Go to Configuration > eSignature.

Step 3: Fill in Your DocuSign API Credentials

Enter the following values, which can be found in your DocuSign admin portal:

• User ID
• API Account ID
• Account Base URI

You can find these in DocuSign under: Admin menu > Integrations > Apps & Keys.

Step 4: Complete Additional Fields

Fill in any remaining required fields in the CLM setup form. Your system administrator or CLM support can assist if needed.

Step 5: Save

Click the Save button to apply your configuration.

Step 6: Authorize

Click the Authorize button to initiate the connection.

• You’ll be redirected to the DocuSign login screen.
• Log in using the same account from which you retrieved the credentials.
• After successful authentication, you’ll be redirected to the DiliTrust homepage.

Step 7: Test the Integration

You can now test the signature feature to ensure the setup is working correctly.

? Tips & Best Practices

• ✅ Use a shared DocuSign account to ensure service continuity.
• ✅ Always double-check your API credentials for typos or missing data.
• ? Avoid making changes in DocuSign directly without first syncing with your CLM settings.

❓ Troubleshooting & Support

If you encounter issues during setup or signing, contact the DiliTrust Support Team for help. Be sure to provide:

• Your CLM environment URL
• The error message or issue details
• The time and date of the issue

? Summary

The CLM - DocuSign integration makes managing signatures simple and secure. With just a few setup steps, you can empower your legal and business teams to send, track, and manage eSignatures directly from CLM.

Need help? Don’t hesitate to contact support