Integrating DocuSign with your account allows you to streamline the signing of important documents, such as NDAs and Confidentiality Agreements, directly through our platform. This step-by-step guide will help you connect your DocuSign account to Clearly Acquired, ensuring a smooth and efficient experience.

Step 1: Log into Your Clearly Acquired Account

1. Visit Clearly Acquired: Go to the Clearly Acquired website and click on the "Login" button.
2. Enter Your Credentials: Input your username and password, then click "Submit" to access your account dashboard.

Step 2: Create a Business Listing

1. Navigate to Business Listings: From your dashboard, go to the "Business Listings" section.
2. Start a New Listing: Click on the "Create New Listing" button.
3. Enter Listing Details: Fill out all the required information about your business, including name, industry, description, financial details, and other pertinent data.
4. Save Your Listing: Once all details are entered, click "Save" to create your business listing.

Step 3: Connect Your DocuSign Account

1. Access Data Room Creation: After saving your business listing, navigate to the "Data Room" section associated with your listing. This is where you will manage and share documents related to the business acquisition.
2. Initiate DocuSign Integration: In the Data Room, look for the option to "Connect DocuSign" or "Enable DocuSign Integration."
3. Log into DocuSign: You will be redirected to the DocuSign login page. Enter your DocuSign credentials and log in. If you do not already have a DocuSign account, you will need to create one. Click "Sign Up" on the DocuSign login page and follow the instructions to set up your account.
4. Authorize Clearly Acquired: Once logged in, you will be asked to authorize Clearly Acquired to access your DocuSign account. Click "Allow" to grant the necessary permissions.
5. Confirmation: After authorization, you will be redirected back to Clearly Acquired. A confirmation message will indicate that your DocuSign account is successfully connected.

You can also initiate a connection with DocuSign by navigating to the Integrations page in the Settings Tab of your account.

Step 4: Use DocuSign in the Data Room

1. Upload Documents: In the Data Room, you can now upload documents that need to be signed, such as NDAs and Confidentiality Agreements.
2. Send for Signature: Select the document you wish to send, click on "Send with DocuSign," and specify the recipients and their roles (e.g., signer, reviewer).
3. Customize and Send: Customize the email message if needed, then click "Send." Recipients will receive an email notification with a link to sign the document through DocuSign.

Important Note

If you do not already have a DocuSign account, you will need to create one during the integration process. Setting up a DocuSign account is simple and only takes a few minutes. Ensure you have your personal and business information handy to expedite the registration.

Conclusion

Connecting your DocuSign account to Clearly Acquired enhances your ability to manage and sign critical documents seamlessly. By following these steps, you can ensure a smooth integration and streamline the business acquisition process.

If you have any questions or encounter any issues during the integration process, our support team is here to assist you. Thank you for using Clearly Acquired, and we wish you success in your business endeavors!

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