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DocuSign Integration - Setup


cbusbey Box

Hello Box Community - I have recently been apart of a team testing a Docusign integration into Box and we ran into a roadblock. When attempting to configure the integration, we wanted to connect the two platforms with a CoAdmin service account vs our Admin account. We noticed that even with the CoAdmin & Admin account had the same level of access/permissions, Box’s folder structure would not populate when attempting to make the connection on the Docusign side. 

We ended up manually entering the desired landing spot (ex. “Folder Name/Subfolder Name/Executed Document”) and the executed document routed to the correct folder. 

Has anyone else successfully integrated DocuSign & Box with a CoAdmin account, and if so, were you able to get Box’s folder structure to populate when creating an automated “action” on the Docusign side?

 

Thank you!

Chris 

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