How do I connect DocuSign to Cloze?
Note: The DocuSign integration is currently in beta and included as part of the Cloze Business Gold and Platinum Plans.
With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. Cloze will even alert you automatically when you need to sign a document or the status has changed.
To connect your DocuSign account to Cloze please follow the instructions below.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Tap on Connected Accounts to expand the section. Then tap on the Add button and Select Productivity and Messaging.
4.) Tap on the Connect button next to DocuSign.
5.) Follow the instructions to authorize Cloze.
If you are not already signed in, you will be prompted to sign in to your DocuSign account. Sign in and then approve the connection to Cloze.
When prompted, tap on the Accept button to approve access.
DocuSign is now connected to your Cloze account.