Connecting DocuSign

Overview

Connect your DocuSign account to securely send, sign and manage employment documents and agreements directly from LEO HR.

Before you begin

You'll need:

  • A DocuSign account
  • Owner or Senior access in LEO HR

Step 1 – Open Integrations

From the LEO HR dashboard, navigate to Foundations > Connections.

Select DocuSign.

Step 2 – Connect your account

Select Connect.

You'll be redirected to DocuSign to sign in and authorise the connection.

Step 3 – Complete authorisation

Review the requested permissions and approve the connection.

You'll then be returned to LEO HR automatically.

Step 4 – Confirm the connection

Once connected, the integration status will display as Connected and Healthy.

Troubleshooting

My connection failed

  • Ensure you're signing in with the correct DocuSign account.
  • Confirm you've approved the requested permissions.
  • Disconnect and reconnect the integration if required.

Need Support?

If you need further assistance, please contact LEO HR Support through the Help Centre or email

support@leohr.co.uk

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