Aptible Comply Documentation

Setting up a DocuSign Integration

If you already have an NDA set up in DocuSign, you can use it with Rooms through Aptible Comply’s DocuSign integration. You can set up a DocuSign integration when first setting up your NDA or when managing your NDA at a later date. If you haven’t installed the DocuSign integration yet, you can do so in the "Manage Non-Disclosure Agreement" dialog:

Click on "Install Integration" and a window will open that will take you to DocuSign in order to log into your account.

When you’re finished, you’ll be taken back to Rooms to choose which DocuSign template you want to use as your NDA

After you click "Confirm," users you invite to your Room will be required to read and sign that version of the NDA.

Updated 8 months ago

Setting up a DocuSign Integration

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