This blog article outlines how to merge a document and send it to DocuSign and is seperated in two parts:
Part I: How to merge a document and send it to DocuSign – This part shows how to merge a document and send it to DocuSign.
Part II:How to sign a document right within DocuSign – This part shows how you or your customers can sign a document right within DocuSign.
Part I: How to merge a document and send it to DocuSign
Step 1: Open an entity in your Dynamics 365, for example Account and press Create Document.
Figure 1: Create document
Step 2: Select the corresponding template:
Figure 2: Select a template
Step 3: If you would like to change the email recipient(s) you can do so in the window that appears now. If not, proceed with a click on the [Next]-button:
Figure 3: Change the email recipient(s) if necessary
Step 4: The document has been merged now. In case you want to check it before you send it to DocuSign, you can do this here with a click on the [Preview]-button.
Click on the [Finish]-button to send the document to DocuSign.
Figure 4: Send the document to DocuSign
Part II: How to sign a document right within DocuSign
Whenever a document has to be signed, DocuSign sends you an e-mail with a link. To sign a certain document, open the link and follow the below steps.
Step 1: Open the link in the e-mail you have received from DocuSign in order to start the signing process.
Figure 5: Start the signing process
Step 2: Simply follow the instructions on the site to sign the corresponding document.
Figure 6: Follow the instructions on the site to sign the document
Step 3: Click on the [Finish]-button. Congratulations! You have signed your first document with DocuSign.
Now you are ready to sign documents electronically! 
Back to the DocuSign overview.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.