DocuSign

From your Agreement Workspace, execute the Send For Signatures activity.

The Send For Signatures pop-up window will appear.

Add Internal and/or External Recipients.

Internal Recipients: A pop-up will open for internal recipients. Click the ellipses to select a Recipient. Add only yourself as an internal signer. Click OK. Select a Type. Select OK and Add Another for additional recipients. Click OK when complete.

External Recipients: A pop-up window will open for external recipients. Enter the
Name and Email Address of the recipient. Select Type.Select OK and Add Another for additional recipients. Click OK when complete.

The DocuSign tab will appear in the Workspace

Click Send Envelope to route the document for signatures

Clicking Send Envelope opens the DocuSign web interface, where you can add standard fields such as signatures, and dates. Drag a Signature and Date signed to the appropriate locations on the agreement, then click send. After the signing process is complete, the signed document will be available in both the DocuSign and Attachments tabs.

Check your email until you see an email from DocuSign, which will contain a button to navigate you back to the site to complete the signatures. If a pop-up blocker appears, disable it to proceed.

Once finished, navigate back to your test record and go to the DocuSign tab. Click the button to Update Envelope status, tick the box to indicate you wish to force a status update, and then click OK.