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How to merge a document and send it to DocuSign

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

Step 1:
Open an entity in CRM, 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 email with a link. To sign a certain document, open the link and follow the below steps. 

Step A: 
Open the link in the email you have received from DocuSign in order to start the signing process: 


Figure 5: Start the signing process

Step B:
Simply follow the instructions on the site to sign the corresponding document: 

image
Figure 6: Follow the instructions on the site to sign the document

Step C:
Click on the [Finish]-button. Congratulations! You have signed your first document with DocuSign. 

You are ready to sign documents electronically! Smile 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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