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Use the DocuSign integration to send a document to sign

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Written by Huzayfah Patel
Updated over 2 months ago

Send a Document for eSigning

  1. In the file history, locate the document you want the recipient to sign.

  2. Right-click the document.

    • πŸ’‘ The typed content of this file history item will be used as the email subject line in the DocuSign email.

  3. Click Send for eSigning.

  4. In the contact selection window, select the contact you want to send the document to.

  5. Click OK to confirm the recipient.

  6. On the message pop-up, review the details if needed, then click OK.

The document is now sent to the selected contact via DocuSign for electronic signing.

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