Our DocuSign integration allows builders to automatically pass on generated documents to DocuSign for signing.
This way, builders don’t have to upload documents to DocuSign envelopes manually. This reduces human error and is a great time saver!
Connect to DocuSign
Connect your DocuSign account via the DocuSign connect button found on the integration page under My account.
Similarly, disconnect the integration via the disconnect button and follow the prompts to revoke account access.
Send documents to DocuSign
Once you've connected your preferred DocuSign account, you can start using the integration with all live bots. Indicate which documents to pass on to DocuSign by selecting the DocuSign tickbox in the document message sidebar. If one or more documents have been ticked in a bot, Josef creates a new draft envelope and passes on all selected documents at the completion of each bot interaction.
The draft envelopes can be found in your DocuSign account under the Manage tab and Drafts.
You will be able to finalise the draft in DocuSign to send the documents out for signing.
Tip: set up a Notification in your bot to receive an email to finalise your DocuSign envelope when your bot creates a new draft.
Should you have any questions, please contact us at firstname.lastname@example.org