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updates:add-ons-integration-with-docusign

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updates:add-ons-integration-with-docusign [2020/11/20 14:40]
rafal [Usage]
updates:add-ons-integration-with-docusign [2020/11/21 08:25] (current)
bartek [Connecting Leon account to DocuSign]
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 <box>**This integration is currently free of charge however it will change in the future. Leon will charge Clients for this integration and it is due to DocuSign charging policy for using their API. We will notify the Clients using this integration in advance.**</box> <box>**This integration is currently free of charge however it will change in the future. Leon will charge Clients for this integration and it is due to DocuSign charging policy for using their API. We will notify the Clients using this integration in advance.**</box>
  
-DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users send, sign and manage legally binding documents securely in the cloud. +DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users s**end, sign and manage** legally binding documents securely in the cloud. 
  
 Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign. Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign.
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 __**How to integrate**__ __**How to integrate**__
  
-It is mandatory to have an active account with Docusign.+It is mandatory to have an **active account with Docusign**.
  
 First step is to contact [[support@leonsoftware.com]] and we will activate the integration for the operator in the configuration tab. First step is to contact [[support@leonsoftware.com]] and we will activate the integration for the operator in the configuration tab.
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   - In the pop-up window, log in to your DocuSign account   - In the pop-up window, log in to your DocuSign account
  
-Once you signed in, you should see the following message: +Once you signed in, you should see the following message: **SUCCESS. Your Leon account has been connected to DocuSign. Please wait for connection in Leon view.**
- +
-**SUCCESS. Your Leon account has been connected to DocuSign. Please wait for connection in Leon view.**+
  
 Leon remembers the DocuSign details and this is when you can start using the integration. Leon remembers the DocuSign details and this is when you can start using the integration.
updates/add-ons-integration-with-docusign.1605883207.txt.gz · Last modified: 2020/11/20 14:40 by rafal