You can deactivate, reactivate your integration with DocuSign and also consult the history of changes made (Audit).
On this page:
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Deactivate DocuSign Integration
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Consult Audit
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Consult Audit filters
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Before you start, you need to…
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Be an administrator or have permission to perform the following actions.
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Have the docusign integration active.
Deactivate DocuSign Integration
You can deactivate the integration with DocuSign if you no longer intend to use this contract platform.
By deactivating this integration, Guru stops sending information about DocuSign signatures/sales.
Steps:
1 - Access Settings > Integrations > Contracts > DocuSign.
2 - Click on Disconnect.
Consult Audit
As a security measure, Guru stores a history of all operations performed in the integration, identifying user, date/time of the operation, and other details.
Steps:
1 - Access Settings > Integrations > Contracts > DocuSign.
2 - Click on the Audit tab.
3 - Activities are displayed in a timeline (from most recent to oldest).
4 - If desired, you can view the activity details by clicking on its title.
5 - Click on one of the available sections to view the data:
Detail
Displays detailed information about the activity in question.
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ID: identification number (ID) of the update;
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Type of change made;
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Created on: activity registration date.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who performed the operation.
Infrastructure
Displays infrastructure information (country, IP, user agent…) related to the activity.
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Country, Region, City, Latitude & Longitude: location of the device that performed the activity.
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IP: device IP address.
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User Agent: identification of the user agent that performed the operation.
Consult Audit filters
You can use the filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the field Period.
Steps:
1 - Access Settings > Integrations > Contracts > DocuSign.
2 - Click on the Audit tab.
3 - In Audit, click on Filters.
4 - Fill in one or more filter options:
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Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view;
5 - Click on Filter.
You can view the number of applied filters, and by using them, you can clear them without accessing the Filters icon again, making it easier to remove the selection.
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