<aside> 💡

You can integrate your Ashby account with your company’s Docusign account, allowing you to send e-signature offers and documents via Docusign, rather than using Ashby’s default Dropbox Sign option.

You will need to have a Docusign account on the Standard plan or above to set up this integration.

</aside>

Enabling the integration

<aside> ⚠️

When setting up the integration, we recommend logging in with a shared service account (e.g “[email protected]”) rather than an individual user’s account. Notifications to candidates from Docusign may include references to the account user’s name and email address.

Depending on your Docusign account, you may also be able to further customize the email notifications that go to candidate using the Docusign Brand feature.

</aside>

To enable the Docusign integration:

• Navigate to Admin > Integrations > Integrations.
• Open the Docusign tile and click Authorize with Docusign.
• Log in to Docusign on the following page.
• Review the access Ashby is requesting for the integration and click Allow Access to confirm.

You will then need to create a connect key in Docusign. To do this:

• Head into your Docusign account and scroll to the Integrations section

• Click Connect, then Connect Keys. Note: if you are unable to find the Connect section, see the guidance here.

• Create a new key by clicking Add Secret Key. Copy this key to your clipboard.

• Head back to the Docusign integrations tile in Ashby and paste the key into the Connect Key field and click Update.

Setting Docusign as your default e-signature provider

To set Docusign as your default e-signature provider for offers:

• Navigate to Admin > Offers
• Head to the Settings tab
• Ensure the E-Signature Provider dropdown is set as Docusign.

To set Docusign as your default e-signature provider for e-signature documents:

• Navigate to Admin > Integrations > E-Signature Documents
• Head to the Settings tab