NOTE - DocuSign is only available to users on the Scale plan - click here to upgrade.
NOTE - DocuSign integration must be set up here first, and you must have a DocuSign account.
How to send a document for signing
Add the DocuSign widget.
Upload the document for signing. You can drag and drop the file here or select files. You can also select from your Content Library.
Click on Manage Document.
Add the full name and email address of your recipient. Click Done.
Edit the document title if necessary. Click Save.
After you've done those two, click on Edit in DocuSign.
You can now add signature fields and other fields you want in your document.
Click on Continue in the lower right corner of your screen once done. It will take you back to your Pod.
Click on Manage Document again, and click on Send Document.
Your recipient will be notified by email, and you will also receive an email once they've signed it.
The document will also be automatically uploaded to your DocuSign account.
How to sign a document in DocuSign
Open the email request and click Go to Pod.
Click on Initiate Signing Process to view the document.
Click on Continue, then Start.
Click on the yellow signature box.
You have the option to select a style, draw, or upload your signature.
Click on Adopt And Sign.
You can also choose to finish the signing later or decline to sign.
Click the Finish box.
You can view the document again by refreshing the Pod and clicking Open Document.
You can download a copy of the signed document here.
