Integrating DocSend with Josys enables the IT Admin to view the user accounts.   

Key benefits

When you integrate Josys with DocSend, you can view a list of user accounts, including their status and roles.

Note: Josys supports multiple DocSend integrations.

Prerequisites

Before you begin with the integration, make sure that you have:

• A DocSend admin account
• A Company Name
• An Advanced or Advanced Data Rooms plan

Locating the Company Name

Step 1: Log in to DocSend using an account with admin privileges.

Step 2: Select the User Profile on the top right and select Settings.

Step 3: In the Company tab, locate the Company Name under General and copy it to use later in the integration steps.

Steps to Integrate

Step 1: Select DocSend from the App Catalog in the Apps section.

Step 2: Provide a suitable Label in the respective field. 

Step 3: Enter the Company Name copied in the previous section in the respective field.

Step 4: Enter your DocSend login Email and Password in their respective fields, then click Next to proceed.

Step 5: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.