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How to Manage DocuSign Settings

To view/update your DocuSign settings

  1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, click Company Settings.
  3. Scroll down to the Integrations section.
  4. In the Integrations section, click DocuSing Settings.
  5. Make all needed changes.
    Note: All required fields will be pre-populated.
  6. Click Save and Test.
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