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Last Updated: 2025-09-19
Set Up Docusign for Document Synchronization

Set Up Docusign for Document Synchronization

  • Ensure you have Docusign administrator access.
  • Enable
    Connect
     and
    Publish
     in the Docusign account.
You can synchronize new documents executed in Docusign with Contract Management and Document Intelligence. This integration ensures that your team has access to the most recent versions of documents. Once you complete the configuration, all new documents executed in Docusign automatically appear in a dedicated sync folder in Contract Management and Document Intelligence. This helps maintain a centralized and up-to-date repository of all executed agreements.
  1. Click
    Documents
     in Contract Management and Document Intelligence.
  2. Click
    New Folder
    .
  3. Create a folder in your connected cloud storage account (example: OneDrive, Box).
    This folder serves as the destination for signed Docusign documents.
  4. Click
    Settings
     in Docusign.
  5. Click
    Connect
     in the
    Integrations
     section.
  6. Publish all completed envelopes to Contract Management and Document Intelligence to sync previously completed documents.
  7. From the
    Connect
     page, click
    Add Configuration.
  8. Complete the configuration:
    Option
    Description
    Add Configuration
    Select
    Box
     or
    OneDrive
    .
    Enable Log (maximum 100)
    Select this check box.
    Require Acknowledgement
    Clear this check box.
    Certificate of Completion
    Clear this check box.
    Envelope Voided Reason
    Clear this check box.
    Folder to Publish
    Select the folder you created in step 2.
After you configure your connection between Docusign and your cloud storage, set up a sync pair between the designated Docusign folder in your cloud storage and the folder you created in Contract Management and Document Intelligence. See Set Up Document Synchronization with EviSync