You can use Carta's DocuSign account to execute the grant signatures or you can link your own DocuSign account.
By default, online signing features use Carta's DocuSign account to collect signature on documents. Before associating your DocuSign account to Carta, make sure that:
- There are no ongoing issuances with pending signatures;
- You are connecting an account with a paid DocuSign subscription;
Ongoing online issuances will fail if you replace the DocuSign account in the middle of the process of signature collection. New online issuances will fail if an account with a free subscription is added to Carta. |
1. Navigate to Settings > Settings and Add-ons.
2. Click Use your own account > Link Carta to DocuSign.
3. If there are pending signatures that will fail, you will see a warning. Click Okay to proceed and force the failure or Cancel if you prefer to wait.
4. Log into your DocuSign account.
5. To replace the your current DocuSign by a new one, remove the existing account and add the new one, under Signing Settings.
6. Removing your DocuSign account will default Carta to using Carta's DocuSign account.