We have designed an integration with DocuSign, an electronic signature solution, available out of the box and requiring no technical development.
For this integration, Tomorro will request access to two elements:
The ability to create envelopes: simply to allow you to create your envelopes in 1 click from Tomorro.
Extended access: to make your life easier and avoid having to reconnect every 24 hours.
However, you need a DocuSign account, whose subscription is independent of Tomorro.
Who needs to connect DocuSign?
Each user who sends contracts for signature via DocuSign must connect their account.
Simple signatories (internal or external) do not need to connect their DocuSign account to Tomorro.
Connect my DocuSign account to Tomorro
To get started, go to the DocuSign integration page in your workspace: click your name at the bottom left > "My account" > "Integrations" tab.
Click on DocuSign > "Manage integration", then click the "Use integration" button
You will then be redirected to the DocuSign connexion page to identify yourself:
Enter your DocuSign connexion email then your password,
Authorise Tomorro to create DocuSign envelopes and to remain connected to your account.
And that's it, you will then be redirected to Tomorro, the integration is connected ✅
Choose the redirect page in DocuSign
Once the DocuSign integration between Tomorro and DocuSign is set up, it is possible to choose the redirect page in DocuSign.
Two options are available for this redirect:
To the envelope configuration page
→ choose to configure recipients, signature order, subject and personalised message.
To the document configuration page
→ choose to position signature zones and add custom DocuSign fields.
This configuration must be performed by each user who sends contracts for signature via the DocuSign integration.
Redirect to the envelope configuration page
From Tomorro, you arrive directly on the page allowing you to:
Configure recipients: add recipients in copy for example
Choose a signature order among the signatories indicated in Tomorro,
Choose the content of the subject and a personalised message if needed.
Redirect to the document configuration page
From Tomorro, you arrive directly on the page allowing you to:
Position signature zones
Add custom DocuSign fields for signatories if necessary
It is of course possible to go back to the previous step from DocuSign if needed, before sending the envelope.
Disconnect my DocuSign account from Tomorro
To revoke Tomorro's access to your DocuSign account, go to Integrations from your personal settings.
Open the DocuSign integration by clicking "Manage integration", then click the red "Revoke access" button.
