Upload DocuSign document

Before you start, make sure you have created the document template.

  1. In Admin > Application Data, select Document Maintenance.

  2. Select Create New Template at the bottom of the page.

  3. Select Choose File, select your saved document, and select Open.

  4. Select Upload.

  5. Select the DocuSign tab.

    Docusign tab on document manager.

  6. Select Requires Signature.

  7. In On Document Merge, select either:

    • Automatic - Allow DocuSign to create envelopes and send email notifications when document merge is complete.

    • Manual - Use Workflow to manage notifications and tasks. Envelopes will be created when document merge is complete.

      Your Workflow needs to be set up before you select the Manual option. Learn how to use Workflow.

  1. Complete the other tabs as required.

    Learn more about uploading a document.

  2. Select Save.