Open settings for the relevant area. Depending on enablement, connections include mailboxes, calendars, calling, document providers, API tokens, and webhooks.Connect the intended account and check its displayed status. A signed-in personal account is not necessarily the intended organization connection.
With the document module enabled, connect the offered document provider and configure templates. Review variable mappings, recipients, roles, and signing order. Prepare the document and inspect it before sending.Track document status in the related process. Use available refresh and download actions to check progress. Recipients can access documents addressed to them in the signature area.
Check provider status and connection errors. Reconnect using the offered sign-in flow when authorization has expired. After disconnecting, review automated processes that depend on that connection.Start custom integrations with the API quickstart; event notifications are covered under webhooks.
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Assistant
Responses are generated using AI and may contain mistakes.
