How to sign a document using a DocuSign connector

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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.