Sign a file with DocuSign

If you have upload capabilities in the workspace of the file that you are sharing, as well as full access permissions on the file, you can share it via DocuSign. This will request an electronic signature from the recipient on the file.

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. Click next to the file and select Sign with DocuSign.
  3. In DocuSign, add recipients and prepare the file as desired.
  4. Send the file.

After you prepare and send files for review with DocuSign, recipients 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 available only after all parties have completed their review.