You set up and activate the DocuSign integration through the Mews Marketplace before you can use it in Mews Operations. You do this to link your property’s DocuSign account with Mews, so contracts, templates, and signature updates sync automatically. You usually complete this setup when your property starts automating long-stay agreements or guest contracts that require signatures. You can access the integration in the Mews Marketplace directly from your Mews dashboard.
To fully set up the integration, you need to:
- Setup integration from marketplace
- Configure your template and attachment libraries
- Start generating contracts
In this article, you can learn about:
- How to setup and activate the Docusign integration via the Mews Marketplace
- Activating the DocuSign integration
- Linking your DocuSign account
- Verifying the connection in Mews Operations
- Troubleshooting setup issues
How to setup and activate the Docusign integration via the Mews Marketplace
To set access the Docusign integration:
- In Mews Operations, go to the Main menu.
- Select Marketplace.
- In the search bar, type DocuSign.
- Select DocuSign integration from the search results to open its Marketplace page.
You can now review details, requirements, and permissions before activation.
Activating the DocuSign integration
- On the DocuSign integration page, click Connect.
- Review the permissions requested by DocuSign.
- Click Authorize to start activation.
Note: Only users with property admin rights can activate Marketplace integrations. If you don’t have access, contact your property administrator.
After authorization, you are redirected to the DocuSign login page to link your account.
Linking your DocuSign account
- Enter your DocuSign account credentials. You can find these in Docusign Settings, under User ID and Account ID. Note: You can add a custom name for the integration.
- Grant Mews permission to access templates and signature updates.
- After successful login, you return to the DocuSign integration page in the Mews Marketplace.
You’ll see a confirmation message showing that the connection between Mews and DocuSign is active.
Note: You only need to log in once. After linking, synchronization between DocuSign and Mews occurs automatically.
You can now configure templates and attachments for contract generation directly in Mews Operations. You can learn how to do so in Generate and manage contracting documents for the DocuSign integration in Mews Operations.
Verifying the connection in Mews Operations
Once the integration is active, confirm that it’s available in Mews Operations:
- Go to Property settings > Sales > Contracting.
- Open the Template library.
- Click Add template.
- In the Linked DocuSign template dropdown, verify that your DocuSign templates appear.
If you see your templates listed, the integration is correctly connected.
Note: If no templates appear, ensure that your DocuSign user has access to the templates in your DocuSign account.
Troubleshooting setup issues
- The Connect button is unavailable: Ensure you have property admin permissions.
- Templates are not visible in Mews: Check that your DocuSign account includes shared templates and that they’re accessible to the connected DocuSign user.
- The connection times out or fails: Disconnect and reconnect the integration through the Mews Marketplace or contact Mews Support for assistance.
You can now use the DocuSign integration to create, send, and track signed documents directly from Mews Operations.
You can learn more about FAQs in the help article FAQs about the DocuSign integration in Mews Operations.