This blog article outlines how to merge a document and send it for e-signing with DocuSign.
Part I: How to merge a document and send it to DocuSign
Step 1: Open a table in your Dynamics 365, for example, Account, and press Create Document.
Step 2: Select the corresponding template.
Step 3: Please tick the Attach Document and select as DocuSign email. If you want 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.
Step 4: The document has now been merged. If you want to check it before sending it to DocuSign, you can do so here with a click on the [Preview] button.
Click on the [Finish] button to send the document to DocuSign.
Part II: How to sign a document right within DocuSign
When a document has to be signed, DocuSign sends you an e-mail with a link to the document. To sign it, open the link and follow the below steps.
Step 1: Open the link in the e-mail you received from DocuSign to start the signing process.
Step 2: Follow the instructions on the site to sign the corresponding document.
Step 3: Click on the [Finish] button. You have now signed your first document with DocuSign.
You are ready to sign documents electronically!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.