Please note: The following article is seperated into two parts:
The first part shows how to merge a document and send it to DocuSign. The second 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
Open an entity in CRM, for example Account and press Create Document.
Select the corresponding template:
Part II: How to sign a document right within DocuSign
Whenever a document has to be signed, DocuSign sends you an email with a link. To sign a certain document, open the link and follow the below steps.
Open the link in the email you have received from DocuSign in order to start the signing process: