Concept: DocuSign Integration

DocuSign enables you to obtain digital signatures securely and efficiently.

You can enable DocuSign for:

Your company on
Integrations
from
Settings
.
An individual account from the
User Profile
.

You can only enable DocuSign for an individual account after you enable it for your company.

You can use DocuSign while working in a contract. As you prepare your files to send to DocuSign, you can:

Select which files to include in your envelope.
Prioritize your files by dragging them using the gray triangle.
Flag important documents by clicking the gray triangle.
Check Out
documents to lock them for edit.
Check In
documents to enable other team members to check them out for edit.

If you can't click

Send to DocuSign

, ensure you have the proper DocuSign account authorization. Only company administrators and sourcing managers can send documents for signatures. Once you send files to DocuSign, you can select recipients for your envelope.

Stakeholders with access to the contract can click

Download

to view the signed contract even if you don't select them as envelope recipients.