Add a new and/or another DocuSign account for TAP
How to add a new and/or another DocuSign account for TAP You will be able to add a new and / or another account to your DocuSign Esignature account for TAP
How to add a new and/or another DocuSign account for TAP
You will be able to add a new and / or another account to your DocuSign Esignature account for TAP
Login to TAP (Super Admin access required)
Click on the Administration tab
Click on eSignature Keys
- Click on New DocuSign Connection
A new window appears in order to obtain next you will need to login to your DocuSign account
Login to your DocuSign account (Full Admin access required)
- https://account-d.docusign.com/
- Click continue
- Enter your password
- Click Login
Go to the Profile in your DocuSign account and copy the email address
Open up the TAP page
- Paste in the DocuSign Email Address section the DocuSign account email address
- Next enter the DocuSign Password that is used for this account
Go to the DocuSign account – Go to Admin
- Click on Go to Admin underneath your profile icon
Click on API and Keys
- Copy the API Account ID
Open up the TAP page – DocuSign AccountId
- Paste in the DocuSign AccountID into TAP
- Click Connect
You will now see the account is active
Troubleshooting
Problem Description:
If you run into an error 'Invalid Credentials' or the account does not save and remains on the configuration screen:
Navigate back to the DocuSign account>Admin>API and Keys
If the Account's Base URI is not 'https://docusign.net/api/3.0
Create a support ticket with the new URL for a change on the TAP side.