In your Roster account, you can manage your accounts for your DocuSign and e-Signature accounts. Here you can log into and out of your accounts for the tools that are integrated into your Moxi Suite! Check out the process below to manage your accounts for the integrated tools in Moxi!
Connect Account to Integrated Tools
- From your Roster Select Integrated Tools. (See below)
- Select Connect Account on either DocuSign Tool (Transaction Room or E-Signature)
- Enter your email address associated with your DocuSign account. Select continue
- Enter your password associated with your DocuSign account. Select Login (See Below).
- Allow MoxiWorks to interact with your DocuSign account by selecting Accept (See Below)
6. Once DocuSign and MoxiWorks are connected, it will display in your Roster Account. (See Below)