Securely sign and manage documents online from any device with the most widely used e-signature solution. DocuSign® for Sugar 7 helps sales users close business completely, and quickly, in the cloud.
Installation Guide
Installing DocuSign for Sugar 7
Log in to your Sugar account. On the navigation bar, click the User menu and select Admin to go to the Administration Home Page.
Under Developer Tools click Module Loader.
Click Choose File and navigate to the DocuSign for Sugar 7 zipped module file on your computer. Click Upload, and the module displays in the bottom panel.
Click Install. The license agreement displays on the screen. Select Accept to accept the agreement and then click Commit to install the module.
After the installation completes copy and paste the key found where you downloaded your DocuSign add-on into the License Key text field and click "Validate".
Click Continue to complete the installation.
Note: This installation directs your account to the DocuSign Production environment. You can change the environment settings from the Administration Home Page by clicking DocuSign Settings, selecting the appropriate environment, and saving the changes. See FAQs for more information.
Navigate to an Opportunity, Account, Contact, or Lead and click the Configure DocuSign link on the DocuSign dashlet. Follow the on-screen instructions to enter your credentials or create a free DocuSign account.
After you set up your DocuSign account on behalf of your organization, other Sugar 7 users automatically attach their membership to this account the first time they send a document.
Continue on to the User Guide
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