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Configure the DocuSign eSignature Integration

Follow this walkthrough guide to get your Gatekeeper tenant ready to send files for signature via DocuSign.

   Restore Visibility

   Estimated Read Time: 4 minutes

Sections in this article:


Introduction

This integration allows you to securely send contracts and other documents stored in Gatekeeper to DocuSign for electronic signature. You can manage document storage and metadata in Gatekeeper, while using DocuSign to execute signatures, without needing to switch between platforms.

The key benefits are:

  • The safety and reliability of a fully integrated solution - no need to manually download or transfer files between systems.
  • All information in one platform - audit trails and file versions are stored in Gatekeeper, giving you full visibility.
  • Flexibility in eSignature options - use Gatekeeper’s native eSign for unlimited senders and signatories, or choose DocuSign if you have specific needs such as Qualified Electronic Signatures.

See the video below for a demonstration:


Permissions Required for Setup

Make sure the following permissions are in place before configuring the DocuSign integration.

DocuSign

  1. You must have an active DocuSign subscription.
  2. The user configuring the integration must have permissions to send envelopes for signature in DocuSign.

Gatekeeper

  1. The DocuSign integration must first be enabled for your Gatekeeper tenant. Please reach out to your Customer Success Manager, or contact the Customer Success team if you need further information, or would like to add this to your plan.
  2. The user setting up the integration must have the Configuration additional permission in Gatekeeper.

Configuration in Gatekeeper 🛠

  1. From the navigation menu, expand Settings then click Configuration.
  2. Click DocuSign.
  3. Click Connect.

connect docusign

If you're not already logged into DocuSign in your browser, you’ll be prompted to sign in to complete the connection.

Note: It's recommended to use a team account or one with a generic company account name. This ensures any documents sent for signature display the correct sender name.

Setup is now complete. To begin using the integration, see Using DocuSign.

Additional Configuration 🛠

Configure Senders

From the DocuSign Configuration page, you can add users who are authorised to initiate and manage document signature processes using DocuSign. These users will also be able to use Gatekeeper’s native eSign. Sender permissions apply across both methods, allowing documents to be sent for signature directly from the vendor or contract repository.

To do this, click Add eSign Sender, then select the relevant user and click Save.

docusign senders

Note: Alternatively, you can set DocuSign/eSign Senders in bulk using a CSV file. See Bulk Import and Export Users for guidance.

Disable Gatekeeper eSign

Gatekeeper’s fully integrated eSign is included with all plans and can remain enabled even when DocuSign is connected.

If both signature options are enabled, users will be able to choose which method to use when initiating an eSign request:

To remove the choice for users, you can disable Gatekeeper’s native eSign:

  1. From the navigation menu, expand Settings then click Configuration.
  2. Click eSign.
  3. Switch off the Enabled toggle.

FAQ  💬

Q: We’ve changed our DocuSign password. How do we update this in Gatekeeper?

A: If the password for your DocuSign service account has been changed, you’ll need to re-authenticate in Gatekeeper to restore the connection. To do this:

  1. Log into Gatekeeper.
  2. From the navigation menu, expand Settings then click Configuration.
  3. Click DocuSign.
  4. Disconnect the existing DocuSign connection.
  5. Click Connect, then sign in using the updated DocuSign credentials.

Q: How do we configure DocuSign within workflows?

A: Once you’ve completed the setup steps in this article, you can configure and use DocuSign within your workflow processes. See 📖 Using DocuSign from a Workflow.

Q: Will agreements signed via DocuSign appear in my eSign Dashboard?

A: No, the eSign Dashboard only displays agreements signed using Gatekeeper’s native eSign feature. For guidance on tracking DocuSign requests, see Using DocuSign - Tracking.

Q: How do we send out multi-document envelopes?

A: Gatekeeper’s DocuSign integration currently supports sending one document at a time. If you need to send multiple documents for signature, you have two options:

  • Combine the documents into a single file before sending

  • Send multiple envelopes, one for each document

Q: Do we need to pre-configure DocuSign Signatories?

A: No, this step is not needed for DocuSign.

Q: How can we remove our DocuSign integration connection?

A: From the DocuSign configuration page, click Disconnect.

Note: Disconnecting the DocuSign integration does not affect any previously sent envelopes. Their audit trails and file versions will remain stored in Gatekeeper as usual.

However, once the integration is disconnected:

  • New envelopes can no longer be sent via DocuSign from Gatekeeper

  • In-progress envelope statuses will no longer update in Gatekeeper

  • In-progress envelopes can’t be managed within Gatekeeper; actions such as Resend, Correct, or Void will be unavailable.

Additional Reading 📖