Sign with DocuSign

If you have upload capabilities in the workspace of the file you are sharing, and full access file permissions, you can share files via DocuSign to request an electronic signature.

Note: The ability to sign with DocuSign is enabled by organizational policy; contact your organization administrator for more information.
  1. Locate the file that you want to send for review with DocuSign.
  2. Right-click the file and select Workspaces > Sign with Docusign.
  3. In DocuSign, add recipients and prepare the file as desired.
  4. When you are ready, send the file.

After you prepare and send files for review with DocuSign, your recipient(s) receive an email notification inviting them to review the file in DocuSign. Once they have completed their review, a PDF version of the reviewed document is automatically uploaded to the workspace, and you are notified by email. If multiple recipients need to review the file, the reviewed version is only available after all parties have completed their review.