DocuSign setup

Before you can use DocuSign to manage your documents in IRIS Cascade, you need to:

  • Amend your IRIS Cascade licence to include the DocuSign module.

  • Enter your DocuSign User ID into IRIS Cascade.

Amend your licence

Your account manager will update your IRIS Cascade licence and either:

  • Send you your new licence number - you can then follow the steps to amend your licence.

  • Amend your licence for you.

    If your account manager amends your licence for you, you don't need to do anything.

Apply DocuSign User ID

You will receive an email from your account manager containing your DocuSign User ID.

  1. In Admin > Application Data, select DocuSign.

  2. Select Edit.

  3. Enter your DocuSign User ID.

  4. Select Save.