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Integrate with DocuSign
Updated over a year ago

DocuSign empowers your teams’ work, and Swif empowers you – accelerating your productivity regarding onboarding, offboarding, and day-to-day management of employees and their devices. The purpose of DocuSign integration is to

  • Automatically create new accounts.

  • Suspend accounts and restrict access.

To connect, you can follow these steps to set up the integration with DocuSign:

  1. Click the DocuSign logo to view the detailed integration

  2. Click "Connect" to start the integration

  3. Enter your DocuSign account with account permission on the DocuSign auth page

  4. After the authentication, you will be redirected to Swif to finish the connection.

  5. Once the integration is connected, we will be able to manage Slack account access for your employees

To disconnect, you can follow these steps to disconnect the DocuSign app:

  1. Find the DocuSign integration

  2. Click "Disconnect" to disable the integration.

Now you are ready to manage employee access, you can click Manage employee access on an employee record.

Or manage it at the onboarding flow.

You can also generate the access report. For more details on generating access reports, please see https://help.swif.ai/en/articles/8038940-how-to-get-reports-on-employee-application-access.

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