Overview
Tropic’s DocuSign integration enables you to send documents for signature as part of a request’s workflow, including both purchase workflows and general workflows. Once connected, you can add DocuSign tasks to your workflows. For instructions on completing those tasks, see Send and void DocuSign documents in Tropic.
Prerequisites
To set up this integration, you must have:
- Tropic: Owner role.
- DocuSign: DS Admin permissions.
- A DocuSign Business Pro account or higher.
- OR a Standard DocuSign account with the API add-on.
For additional context and to familiarize yourself with the broader integration features within Tropic, refer to the Integration Overview.
Steps to Connect
1. Create a DocuSign User
You must create a new DocuSign user, which will be used to connect DocuSign to Tropic.
Required Permission Profiles:
- DS Sender
- DS Admin
- A custom profile with equivalent permissions to DS Sender
Recommendation: Use an email alias (e.g., finance@example.com) to avoid disruptions due to personnel changes.
After creating the user:
- Activate the account in DocuSign.
- Save the email and password—you’ll need these for integration setup.
2. Use an Existing DocuSign User (Optional)
Instead of creating a new user, you can use an existing DocuSign user with the DS Sender permission profile or an equivalent custom profile.
Important: If the assigned user is later removed, the integration’s connection may be disrupted.
3. Turn Off Duplicate DocuSign Notifications
By default, Tropic users who receive documents via DocuSign integration get two notifications: one from Tropic and one from DocuSign. To avoid duplication:
- In DocuSign, go to Settings.
- Click Signing Settings.
- Under Envelope Delivery, check Suppress emails to embedded signers.
- Click SAVE.
Note: If you send a document to a non-Tropic user, they will still receive a notification from DocuSign.
4. Connect DocuSign to Tropic
To access the integration
- Navigate to Integration Page > search for DocuSign > select Requests Management and click View Details.
- OR click the Setup Integration link in the email you received after being assigned this step.
Connecting Steps:
- Click Connect. You’ll be redirected to the Log in to DocuSign modal.
- Enter the Email for the DocuSign user created earlier.
- Click Next.
- Enter the user’s Password.
- Click Log in.
- If prompted, click Allow Access to enable Tropic to integrate with DocuSign.
Required Permissions
Once connected, the integration can access your DocuSign account using the following authentication scopes:
signatureimpersonation
The integration doesn't currently use the impersonation scope. It uses the same sender to send all documents for an organization.
Managing Multiple Signatories
When handling documents requiring multiple signatures, Tropic’s DocuSign integration allows you to efficiently manage multiple signatories:
- Automatic Assignment of Signature Fields: DocuSign automatically assigns separate signature fields for each signatory when sending a document for signature to multiple recipients through the integration. This ensures that each party can sign the document independently without requiring manual task creation.
- Sequential Signing: If a specific signing order is necessary, communicate with all parties to establish the required sequence. DocuSign allows you to specify the signing order when sending the document, ensuring that signatories adhere to the designated sequence.
- Monitoring Signing Progress: Use Tropic and DocuSign's tracking capabilities to monitor signing progress closely. This allows you to stay informed about each signatory's status and ensure timely completion of the signing process.
Additional Steps
Congratulations! You’ve connected the DocuSign integration. As a next step, you can add DocuSign tasks to your workflows.