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How do I connect my DocuSign account and template to my Opera offering?

Once your DocuSign template is mapped, you will need to connect both the DocuSign account and template to your Opera offering during a short screen share call with Tech Support.

Before scheduling a screen share call to finalize your DocuSign connection, please have the following ready:

1. DocuSign log in credentials (username and password) for the DocuSign admin whose account will be linked.

  • A live DocuSign account tier that includes "Advanced Fields" must be used
  • Two-Factor Authentication must be disabled when connecting our back end system to your DocuSign account. DocuSign does not support integration for accounts that have two-factor authentication enabled.
  • If you would like to utilize a North Capital DocuSign sub-account, please contact techsupport@northcapital.com for further instructions

2. DocuSign template - fully mapped and under ownership of the selected DocuSign admin. 

  • North Capital offers DocuSign template mapping as a service. Please contact tech support for details.

Once these items are ready, please reach out to techsupport@northcapital.com to schedule your DocuSign connection call.

1. Plan on this call taking 10-15 minutes. You will be given temporary access to the connection site to connect it to your DocuSign account and link the mapped template to your offering.