If you’re planning to use DocuSign with zipForm Plus, you’ll need to link the two accounts from within zipForm. After the accounts are linked, you can use the DocuSign features with zipForm Plus.
Note: If you ever change or reset your DocuSign password, you’ll need to follow these same steps to update your password in zipForm.
To link your DocuSign and zipForm accounts, follow these steps:
- Log into zipForm Plus and click your name in the upper-right corner.
- Click Profile.
- Click Settings.
- Under E-Signatures Options, ensure DocuSign® is selected, enter your DocuSign credentials, then click Save.
Your DocuSign credentials are now linked to zipForm. For more information on using zipForm with DocuSign, check out our zipForm guides.