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Use the DocuSign integration to send a document to sign

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Written by Huzayfah Patel
Updated over a month ago

To send documents to a recipient for them to sign through the DocuSign integration, follow the steps below:

  1. Right-click the document you want to send within the file history.
    ​Note: The email subject line shows the typed content of the file history.

  2. Click Send for eSigning.

  3. Select the contact you want to send it to, then click OK.

  4. On the message pop up, click OK.

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