Skip to main content
Mitratech Success Center

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)

Add a new and or another DocuSign account for TAP 04.png

Click on the Administration tab

Add a new and or another DocuSign account for TAP 16.png

Click on eSignature Keys
  • Click on New DocuSign Connection

Add a new and or another DocuSign account for TAP 17.png

A new window appears in order to obtain next you will need to login to your DocuSign account

Add a new and or another DocuSign account for TAP 18.png

Login to your DocuSign account (Full Admin access required)

Add a new and or another DocuSign account for TAP 19.png

  • Enter your password
  • Click Login

Add a new and or another DocuSign account for TAP 20.png

Go to the Profile in your DocuSign account and copy the email address

Add a new and or another DocuSign account for TAP 21.png

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

Add a new and or another DocuSign account for TAP 22.png

Go to the DocuSign account – Go to Admin
  • Click on Go to Admin underneath your profile icon

Add a new and or another DocuSign account for TAP 23.png

Click on API and Keys
  • Copy the API Account ID

Add a new and or another DocuSign account for TAP 24.png

Open up the TAP page – DocuSign AccountId
  • Paste in the DocuSign AccountID into TAP
  • Click Connect

Add a new and or another DocuSign account for TAP 25.png

You will now see the account is active

Add a new and or another DocuSign account for TAP 26.png

 

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

DocuSign URI Settings.PNG

 

Create a support ticket with the new URL for a change on the TAP side. 

 

 

  • Was this article helpful?