1. Ask a Skypher team member to activate DocuSign integration option in your company.
  2. Go to

Click on “Connect” on the DocuSign box.

Screenshot 2024-09-02 at 17.51.32.png

  1. Connect the account that will be used to send documents to sign. You might want it to be a service account.

Features

Trust Center NDA Flow

Now that DocuSign is connected, you can use it in your trust center :

  1. Go to Admin -> Trust Center Access

  2. Click on “Access Options”

    Screenshot 2024-09-02 at 17.50.27.png

  3. For “Non-Disclosure Agreement (NDA) options”, select: “Require NDA”

    Screenshot 2024-09-02 at 17.50.45.png

  4. On “NDA Signing Platform” select “Docusign”

  5. Select the template you want to use to sign the NDA. It should have only 1 signer and empty name/email field because it will be populated by Skypher. You can choose any name for the “Role”, here we choose “Signer”

    Screenshot 2024-09-02 at 18.06.23.png

  6. Optionally you can customize the message sent for each NDA.