Initially, you need to have a document ready in Client Manager to send/generated to send to a client for signing.
From within the Client Record, select Files > Documents
Tick the box next to the document you want to send via DocuSign
Actions > Send to DocuSign
From here, you will be launched into DocuSign to indicate where the client should sign on the document.
A link will be sent to the client for signing through DocuSign, once this has been complete it will automatically be sent back to you in Client Manager and you will be able to download a copy of the signed document if needed.
Not working? Please check your integration is configured correctly.
If you have any questions, please email our support team at email@example.com