DocuSign SugarCRM Installation guide

Navigate to Admin > Module Loader and select the zip file, that you would have received upon the purchase. Follow the installation process.

Once the add-on is installed successfully, you have to provide a valid license. Go to Admin and access “DocuSign Configuration” link shown as below.

portal login screen

Provide the license key that you have received upon purchase and validate it.

portal login screen

Get your DocuSign account from https://docusign.com and get your API keys.

portal login screen portal login screen

Create the “Integrator Key” if doesn’t exist.

portal login screen portal login screen

Navigate to Admin -> “DocuSign Configuration” and Provide the “Credentials” and “Integrator Key”

portal login screen

Navigate to Admin -> “Schedulers” and create 2 Scheduler and set the frequency as per the needs

portal login screen