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How do I integrate DocuSign with Individual Consent?

This article is for IT admins to understand how to connect DocuSign to DealCloser through individual consent (recommended).

  • Navigate to the Firm link in the upper right hand corner of the screen.
    Screenshot 2026-09-02 at 2.27.27 PM
  • Click on Integrations
  • Select "DocuSign" & "Individual Consent"
    Screenshot 2026-09-02 at 2.27.47 PM

This will allow users to connect their own DocuSign login to DealCloser so they can send signature packets out to signers.