Revised 02/23/2026
Docusign Integration for akoyaGO
An existing DocuSign subscription and organization credentials are required for this integration. Billing requirements may change for this integration—refer to DocuSign documentation for current details (DocuSign Billing and Subscription).
DocuSign Integration for akoyaGO (Dynamics 365)
DocuSign integrates with akoyaGO so you can work directly within akoyaGO to send Documents or Agreements for signature.
Functionality of DocuSign within Dynamics 365
Send Envelopes for E-Signature: Envelopes act as digital containers for your agreements, allowing you to send one or multiple documents for signature in a single transaction.
Use Simple Electronic Signatures: Ideal for everyday transactions, such as sales agreements, procurement documents, and simple forms that require signatures.
Send to Multiple Recipients: Distribute the same document for signature to a large group.
Enhance the Signing Experience: Incorporate interactive elements like drop-down menus, radio buttons, approval buttons, clickable links, and read-only fields. Validate signatory fields in real time based on your defined criteria.
Create Reusable Templates: Save time by building templates for frequently used documents and signature workflows.
Enable Delegated Sign-In: Assign a delegate to sign on your behalf under their own name for a specified period, ensuring flexibility and continuity in your processes.
Important: akoyaGO Inc. can provide General Support for errors experienced with akoyaGO Products related to out-of-the-box functionality. However, questions related to billing, DocuSign product support, or integration errors are handled by DocuSign Support. akoyaGO can only assist with DocuSign during initial setup as New Work or during uninstallation as New Work.
Links to DocuSign Documentation
Use the following DocuSign resources for billing and product support. For authentication or configuration assistance between Dynamics 365 and your DocuSign account, submit a support ticket to DocuSign Support.
For additional information on managing DocuSign functionality in Dynamics 365, reference DocuSign Documentation or contact DocuSign Support.
Frequently Asked Questions (FAQ)
Q: What level of subscription is needed for integration?
A: akoyaGO is unable to make recommendations on Subscription requirements for DocuSign and Dynamics 365 integrations. Please reference the "DocuSign Billing and Subscription" link for more information.
Q: When I attempt to utilize the DocuSign Integration from a Table, I receive an on-screen error - what can akoyaGO do to assist with this error?
A: akoyaGO can validate that out-of-the-box functionality is working as expected for that table.
However, for errors that occur only when using the DocuSign Button in the Command Bar, Foundation Staff should review the "Troubleshooting Common DocuSign Integration Errors" DocuSign Documentation and, if the error cannot be resolved, submit a support case with DocuSign Support.
Q: When I attempt to utilize the DocuSign Integration, I observe "Error Getting Documents from SharePoint" - what can akoyaGO do to assist with this error?
A: akoyaGO can validate that SharePoint is enabled for the tables being utilized in your DocuSign Integration, and that the User who is attempting to utilize DocuSign has adequate permissions to the SharePoint Site as General Support.
For additional assistance, Foundation Staff may follow the Troubleshooting Documentation outlined by DocuSign or submit a support case with DocuSign Support.
The Foundation Staff can attempt to go to Advanced Settings – DocuSign Admin – Connect:
From there, Foundation Staff can log in with their DocuSign credentials and enable SharePoint using the DocuSign documentation as a reference.