How to set up your provider - CLM

In CLM, e-signature providers are configured at the tenant level. There is always a default provider defined for each tenant — this is the provider used when no specific provider is assigned to a user. Setup requirements differ depending on the provider you want to connect.

✅ Option 1 — DocuSign

A feature flag must be activated on your tenant before you can use DocuSign in CLM.

DocuSign Integration Guide →

⚡ Option 2 — Adobe Sign

Adobe Sign requires a feature flag activation on your tenant (handled by the DiliTrust team), followed by a user consent step: each user must grant access via Settings → Signature Configuration before they can send documents for signature.

Adobe Sign Integration Guide →

⭐ Option 3 — Other pre-built providers

For all other supported providers (YouSign, Universign, Connective, Signaturit, DropBox Sign, Box Sign), retrieve your API key from your provider account and share it with the DiliTrust team to proceed with the configuration.

Where to find your API key depends on the provider — check your account settings or contact their support team. An example with YouSign is given here →

✨ Option 4 — Custom provider (Generic API)

If your provider is not in the list above, you can connect any compatible provider using our Generic API Connector.

Generic API documentation →

✌ Running two providers simultaneously

CLM supports up to two or more active providers at the same time (e.g. DocuSign + Adobe Sign). This is useful when different users in your team work with different providers, or when you want to transition smoothly between two providers without interrupting ongoing workflows.

Key rules when using two providers:

• One account per provider only — you cannot connect two DocuSign accounts, but you can combine two different providers (e.g. DocuSign + YouSign)
• A default provider is always defined at the tenant level — this is the provider used for any user who has not been assigned a specific one
• Assigning a provider to a user is optional — only do this if a specific user needs to use a different provider than the tenant default (e.g. Alex uses DocuSign, all other users use Adobe Sign)
• The assignment cannot be changed once a signature workflow has been launched — make sure user assignments are correct before any workflow starts
• The system always uses the provider of the person who initiates the signature request