1/17/25, 11:23 AM Simplified DocuSign Configuration | Coupa
EN
What can we help you find? Products Coupa Product Documentation CLM Standard Product Documentation Simplified DocuSign Configuration
Simplified DocuSign Configuration
CLM Standard integration with DocuSign has been simplified
Introduction
Note
At this time, we recommend using the configuration method documented in Configuration of DocuSign.
The CLM Standard integration with DocuSign has been simplified. To enable DocuSign you now only need to provide the DocuSign service account email
address and Authorize the service user account.
Previously, it was necessary to:
Acquire an integration key
Acquire encryption keys
Create a separate DocuSign account for each user.
Authorize the DocuSign account for each Coupa user.
The user experience for those sending contracts for signature and for signatories has not changed except in the case where your organization has opted to require those
sending contracts for signature to sign into DocuSign with a dedicated account. See How it Works.
Note
All new installations will use the new integration method (Single DocuSign service account).
The DocuSign microservice URL must be registered within DocuSign (e.g. If Coupa Core communicates to DocuSign via
microservice https://esign.hostname.com), register the following URL inside DocuSign: https://esign.hostname.com/provider_response/docusign
Questions about how to register the microservice within DocuSign should be directed to your DocuSign contact.
How it works
The DocuSign integration now connects to a microservice to provide eSignature functionality. Create a microservice user and assign admin rights to that user in
DocuSign.
The existing CLM Standard permissions for eSignature apply. Refer to CLM Standard User Roles and Permissions for further details.
Note
Starting with Coupa Release 30, there is a new process for managing all DocuSign and Adobe Sign E-signature accounts in one place. DocuSign E-signature
accounts configured between Releases 29.6 and 30.0 will be moved to the new interface automatically. The Simplified DocuSign Configuration described below
is still accessible for now, but will be phased out later in 2021.
Note
https://compass.coupa.com/en-us/products/product-documentation/clm-standard/simplified-docusign-configuration 1/4
1/17/25, 11:23 AM Simplified DocuSign Configuration | Coupa
The microservice user must belong to a single DocuSign account
To use DocuSign features, enter the Email for DocuSign admin account in Setup > Integrations > DocuSign.
Note
If the Require users to sign-in to DocuSign to view/edit envelopes check box is selected:
The users sending documents for signature must have sender rights in DocuSign
The DocuSign application email must be entered
Coupa users sending documents for electronic signature must be registered to the same DocuSign account microservice user
If you are upgrading from a previous release, you will see your existing configuration and you do not have to make the change to use the method of
integration immediately. However, we encourage you to make the switch as soon as you can as the historical method will be deprecated in an upcoming release.
https://compass.coupa.com/en-us/products/product-documentation/clm-standard/simplified-docusign-configuration 2/4
1/17/25, 11:23 AM Simplified DocuSign Configuration | Coupa
There may be cases where an email notification cannot be delivered to the recipient.
It is also advised to check the service user's email inbox for any error notifications, e.g. delivery failure notifications.
DocuSign configuration settings
The following Envelope Delivery Settings are recommended:
DocuSign Setting Description Enabled/Disabled
Attach documents to When enabled all the completed documents are included in the completed email sent to senders and signers as PDF file Enabled
completion email attachments.
Attach certificate of When enabled a certificate of completion is included with the documents sent in the completion email Enabled
completion to envelope
https://compass.coupa.com/en-us/products/product-documentation/clm-standard/simplified-docusign-configuration 3/4
1/17/25, 11:23 AM Simplified DocuSign Configuration | Coupa
DocuSign Setting Description Enabled/Disabled
Suppress emails to When selected, an email completion notice is not sent to embedded signers when envelope signing is completed. This option is Disabled
embedded signers only used with the embedded signing function and cannot be selected if the Send completion emails to embedded signers option
is selected.
Send completion emails to When selected, this enables the email notifications to be sent on behalf of the CLM Standard users from within the CLM Standard Enabled
embedded signers UI and must therefore be enabled.
Upgrade impact
Roles and permissions
None.
Integrations
None.
Availability
This feature is included with CLM Standard. If you want to get CLM Standard, contact your Coupa representative.
Related Items
Configuration of DocuSign Delete Content from Contract Template Fields in Word
09 November 2021 28 January 2022
Description of how to configure DocuSign for completion of your contract by Delete content from contract templates during redlining by removing content
esigning. controls.
Learn More Learn More
Multiheader CSV Bulk Loader Our Party on CLM Standard Contracts
12 April 2022 10 August 2022
The multiheader CSV format captures Counterparty information in the bulk The Our Party field lets you capture which of your legal entities are involved in
loader. contracts.
Learn More Learn More
© 2024 Coupa Software Inc. All Rights Reserved. | Privacy Policy | Cookie Policy | | Coupa Home
https://compass.coupa.com/en-us/products/product-documentation/clm-standard/simplified-docusign-configuration 4/4
