DocuSign
Connecting DocuSign lets Loyva mirror your DocuSign envelopes into the Documents page, link signers to customers, and vault completed agreements into your UCC §9-105 e-vault.
Connect from Settings → Integrations → DocuSign. Loyva uses DocuSign's OAuth sign-in — a one-click flow with nothing to paste. Once authorized, Loyva reads your account's envelopes and downloads completed PDFs.
Don't have a DocuSign account yet? Use Start Free Trial on the connection panel to create one, then connect it below.
Connecting
- Open Settings → Integrations → DocuSign.
- Click Connect DocuSign.
- Sign in to DocuSign and approve access.
- You're returned to Loyva with the account linked.
DocuSign recommends this flow whenever a person is present to sign in. Loyva stores a refresh token and keeps the connection alive automatically — there's nothing to rotate.
DocuSign runs two entirely separate systems: demo (account-d.docusign.com) for testing and production (account.docusign.com) for live signing. Loyva picks the right one for you: Loyva production (app.loyva.io) connects to DocuSign production, and Loyva staging/sandbox connects to DocuSign demo. Sign in with the account that belongs to that system.
What gets synced
Once connected, Loyva periodically:
- Mirrors your envelopes into the Documents page (read-only — the authoritative copy stays in DocuSign until you vault it).
- Optionally queues unrecognized signers for review so you can link them to customers.
- Lets you vault a completed agreement, which downloads the signed PDF and runs the UCC §9-105 compliance pipeline.
Use the Sync documents toggle on the connection card to turn the Documents mirror on or off.
Disconnecting
Click Disconnect on the connection card. This deactivates the connection and stops syncing. Re-connecting reactivates it.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| "DocuSign is not configured on this environment" | Loyva has no platform DocuSign app credentials on this deploy | Contact Loyva support to have the DocuSign app provisioned |
| Sign-in succeeds but the wrong account is linked | You were already signed in to another DocuSign account in the browser | Disconnect, sign out of DocuSign (or use a private window), and connect again |