ConnectorsLegacy platform 0:31 video
How to sign a document using a DocuSign connector
Learn how to sign a document using a DocuSign connector with SpreadsheetWeb. Follow focused steps, practical examples, and implementation guidance to…
To Sign a document using DocuSign Connector:
- Open Designer interface,
- Go to ‘Connectors’ page,
- Click on ‘Add Connector’.
- Choose ‘DocuSign’.
- Enter a name to identify this event.
- Fill the integration and secret key fields. Check Sandbox Credentials.
- Finally, choose email subject type.
After a record is saved, the document will be sent to recipients email address with a sign requests.