Configure DocuSign for E-Signature

In addition to HawkSoft E-Signature (Powered by Formstack Sign), HawkSoft also offers integration with the third-party E-Signature provider DocuSign to make it easier to send documents directly from HawkSoft to your customers for electronic signature.

For information about HawkSoft E-Signature (Powered by Formstack Sign), see E-Signature Overview.

This article provides instructions to set up integration between DocuSign and your HawkSoft user profile.

For support with your DocuSign account, contact DocuSign Support at 800-379-9973.

To set up DocuSign integration

Each user in your agency who is integrating with DocuSign for E-Signatures must complete this setup on their own user preferences. No admin permissions are necessary to complete the integration.

Additionally, any users who are currently configured to use HawkSoft E-Signature (provided by Formstack Sign) cannot also integrate with DocuSign.

1. Click the  Profile icon, or your username/initials, in the top-right corner of HawkSoft.

2. Select User Preferences.

   The User Preferences dialog opens.

3. Select the E-Signature side-tab.

4. Select DocuSign from the drop-down list, and then click Connect.

   The Sign In screen for your e-Signature vendor opens.

5. Enter your DocuSign account credentials, and then follow on-screen prompts to enable HawkSoft to access your DocuSign account.
6. Click OK to close the User Preferences dialog.

Your HawkSoft user profile is now configured to use DocuSign for E-Signature. To learn how to send documents for E-Signature, see Using DocuSign for E-Signature.

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