Setting up the DocuSign integration

Introduction

The DocuSign integration with Cintra People HR will allow you to request electronic signatures on your Employee Records in Cintra People HR. 

You will benefit from the following: 

   
•        

  Request e-signatures from employees on existing Employee Records

     
   
•        

  Request e-signatures from employees when uploading new Employee Records

     
   
•        

  Store these documents on the Employee Profile

     

   

Your DocuSign account must be "Business Pro" or higher. Alternatively, you can purchase a "DocuSign Connect" bolt-on.

Setup

   
1.        

   To set up the DocuSign integration, go to System Config > System Integrations > DocuSign.

      

   
2.        

   Read through the information on the first page and then click Integrate. 

      

   
3.        

   Log into DocuSign using your business account and follow any additional prompts. 

      
   
4.        

   You'll then be redirected back to Cintra People HR. 

      
   
5.        

   If you have more than one DocuSign account, choose from the dropdown, otherwise click next. 

      
   
6.        

   Follow the instructions on screen to create a Connect Key in Docusign. 

      
   
7.        

   In DocuSign, go to Settings > Integrations > Connect > Connect Keys.

      
   
8.        
          

   

      
   
9.        

   Click on Add Secret Key

          

   

      
   
10.        

    Copy the new Secret Key

       
   
11.        

    Back in Cintra People HR, paste the Secret Key and click Complete Integration.

           

    

           
       
   
12.        

    The integration is now successfully complete.