This guide walks you through creating a new DocuSign account directly within SmartVault and integrating it for e-signature use. Creating your account this way is the most common path for firms, since it lets a SmartVault admin add your firm's employees as part of your SmartVault subscription. If your firm already has an existing DocuSign account you'd rather use, see Integrating an Existing DocuSign Account with SmartVault instead.

Before You Begin

Before you begin, make sure of the following:

• You must be a SmartVault account administrator to create a DocuSign account or purchase e-signature envelopes. Regular SmartVault users (employees) can only send documents out for e-signature.
• You can only create one DocuSign account per SmartVault account.
• Multiple SmartVault accounts cannot use the same DocuSign account.
• Each SmartVault user who sends documents for e-signature should have their own individual DocuSign login. If a user doesn't have their own, your SmartVault account administrator, who also serves as the DocuSign account administrator, will receive all email notifications and updates instead of that user.

To create and integrate DocuSign with SmartVault:

1. Sign in to the SmartVault Portal.
2. Click on your initials, and then click Settings.
   
    
3. In the Manage Account section, click Configure Integrations.
   
4. Under Configure integrations, click DocuSign.
   
5. Click the Create DocuSign account button. Do not close the SmartVault window.
   
6. Next, open the activation message you should have received in your Inbox, and then click the Activate button. Do not close the SmartVault tab in your browser.
7. When prompted, enter and confirm your password, select a security question, and click the ACTIVATE button. You will automatically be logged into your DocuSign account.
8. Go to the open SmartVault tab in your browser, and then click Connect an existing DocuSign account.
   
9. Enter your DocuSign email address, and then click Continue.
10. Enter your DocuSign password, and then click Log In.
11. Click Accept to give SmartVault permission to integrate with your existing DocuSign account.

After your purchase is complete, the Integration Complete page displays, and you can start sending files for e-signature from the Connected Desktop or through View Files and Folders in the Portal.