---
title: How do I connect my DocuSign account and template to my Opera offering?
description: subscription agreement, docusign template, opera connection
---

[Skip to content](https://support.northcapital.com/knowledge/how-do-i-connect-my-docusign-template-to-my-opera-offering#main-content)

English

Show submenu for translations

![TransactAPI logo (1).png\]](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1).png?height=30&name=TransactAPI%20logo%20(1).png)

- [North Capital Resource Center](https://blog.northcapital.com/resource-center)

Open main navigation

Close main navigation

- [North Capital Resource Center](https://blog.northcapital.com/resource-center)
- English
  
  Show submenu for translations
- [Go to northcapital.com](https://www.northcapital.com/)

[Go to northcapital.com](https://www.northcapital.com/)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.northcapital.com/knowledge?hsLang=en)
2. [Opera](https://support.northcapital.com/knowledge/opera?hsLang=en)
3. [Administrative setup](https://support.northcapital.com/knowledge/opera?hsLang=en#administrative-setup)

# 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. 

- [Getting Started](https://support.northcapital.com/knowledge/getting-started?hsLang=en#main-content)

    - [How do I get my production API keys and go live?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#how-do-i-get-my-production-api-keys-and-go-live)
    - [What are the standard TransactAPI integration workflows?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#what-are-the-standard-transactapi-integration-workflows)
- [Trades & Payments](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#main-content)

    - [General Trade & Payment Management](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#general-trade-payment-management)
    - [Trade documents & uploads](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#trade-documents-uploads)
    - [DocuSign subscription documents](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#docusign-subscription-documents)
    - [Trade statuses explained](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#trade-statuses-explained)
    - [Wire Transfers](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#wire-transfers)
    - [Payment statuses & error codes](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#payment-statuses-error-codes)
    - [Canceling & unwinding trades / Refunds & returns](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#canceling-unwinding-trades-refunds-returns)
    - [ACH transfers](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#ach-transfers)
    - [Credit & debit card payments](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#credit-debit-card-payments)
    - [Plaid integration](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#plaid-integration)
- [Offerings](https://support.northcapital.com/knowledge/offerings?hsLang=en#main-content)

    - [General](https://support.northcapital.com/knowledge/offerings?hsLang=en#general)
    - [Creating an offering](https://support.northcapital.com/knowledge/offerings?hsLang=en#creating-an-offering)
    - [Offering documents](https://support.northcapital.com/knowledge/offerings?hsLang=en#offering-documents)
    - [Post-offering management](https://support.northcapital.com/knowledge/offerings?hsLang=en#post-offering-management)
- [Accounts & Parties](https://support.northcapital.com/knowledge/accounts-parties?hsLang=en#main-content)

    - [Accreditation Verification](https://support.northcapital.com/knowledge/accounts-parties?hsLang=en#accreditation-verification)
    - [Account/Party management](https://support.northcapital.com/knowledge/accounts-parties?hsLang=en#account-party-management)
    - [KYC & AML](https://support.northcapital.com/knowledge/accounts-parties?hsLang=en#kyc-aml)
- [North Capital Escrow Services](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en#main-content)

    - [Connecting escrow to an offering](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en#connecting-escrow-to-an-offering)
    - [Accessing escrow accounts](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en#accessing-escrow-accounts)
    - [Managing an escrow raise](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en#managing-an-escrow-raise)
    - [Closing & disbursing funds](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en#closing-disbursing-funds)
    - [Refunds & failed raises](https://support.northcapital.com/knowledge/north-capital-escrow-services?hsLang=en#refunds-failed-raises)
- [North Capital Custody Services](https://support.northcapital.com/knowledge/north-capital-custody-services?hsLang=en#main-content)

    - [Opening a custody account](https://support.northcapital.com/knowledge/north-capital-custody-services?hsLang=en#opening-a-custody-account)
    - [Updating account information](https://support.northcapital.com/knowledge/north-capital-custody-services?hsLang=en#updating-account-information)
    - [Investor Distributions](https://support.northcapital.com/knowledge/north-capital-custody-services?hsLang=en#investor-distributions)
- [Account & Admin](https://support.northcapital.com/knowledge/account-admin?hsLang=en#main-content)

    - [API keys & rotation](https://support.northcapital.com/knowledge/account-admin?hsLang=en#api-keys-rotation)
    - [User permissions & access](https://support.northcapital.com/knowledge/account-admin?hsLang=en#user-permissions-access)
    - [Two-factor authentication (2FA)](https://support.northcapital.com/knowledge/account-admin?hsLang=en#two-factor-authentication-2fa)
    - [Webhooks & notifications](https://support.northcapital.com/knowledge/account-admin?hsLang=en#webhooks-notifications)
    - [Billing & invoices](https://support.northcapital.com/knowledge/account-admin?hsLang=en#billing-invoices)
    - [Security](https://support.northcapital.com/knowledge/account-admin?hsLang=en#security)
    - [Error codes & system status](https://support.northcapital.com/knowledge/account-admin?hsLang=en#error-codes-system-status)
- [Opera](https://support.northcapital.com/knowledge/opera?hsLang=en#main-content)

    - [Administrative setup](https://support.northcapital.com/knowledge/opera?hsLang=en#administrative-setup)
    - [Login & access](https://support.northcapital.com/knowledge/opera?hsLang=en#login-access)
    - [Webhooks](https://support.northcapital.com/knowledge/opera?hsLang=en#webhooks)
    - [IQ Tutorials](https://support.northcapital.com/knowledge/opera?hsLang=en#iq-tutorials)

- [North Capital Resource Center](https://blog.northcapital.com/resource-center)

[![Chill listening crop-3](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1)-1.png?width=132&height=24&name=TransactAPI%20logo%20(1)-1.png "Chill listening crop-3")](http://northcapital.com)

northcapital.com Help Center

Copyright © 2026, North Capital Private Securities