Connect

Prerequisites

Before integrating DocuSign CLM with Zluri, ensure:

• You have Admin access to the DocuSign CLM account.

Steps to Connect

Step 1: Select Scopes

• Choose scopes according to your needs to leverage Zluri's:
  • Discovery
  • Workflows
• For a hassle-free setup, you can also select the Default scopes.

Step 2: Authorize DocuSign

• Authorization must be completed by a DocuSign administrator.
• If you have admin credentials:
  • Sign in and authorize directly.
• If you don’t have admin credentials:
  • Use Zluri’s "Invite Co-worker" option to send an authorization request to someone with admin access.

Step 3: Save Connection

• Once authorization is successful, Zluri will allow you to save this connection instance.
• You can also:
  • Connect Multiple instances of DocuSign CLM.
  • Assign Different scopes to each instance based on your requirements.

✅ Your DocuSign CLM integration with Zluri is now ready.