How do you send a DocuSign envelope?

How do you send a DocuSign envelope?

First, log in to your account if you have not already done so.

1. Step 1 Upload your document. From your DocuSign Account, click START, then click Send an Envelope.
2. Step 2 Add the recipient.
3. Step 3 Add the email subject and message.
4. Step 4 Add signing fields.
5. Step 5 Preview and send your document.

How do I send Salesforce to DocuSign?

The selected users are now able to send DocuSign documents via Salesforce….From the DocuSign Admin tab in Salesforce:

1. Log into your Salesforce account.
2. Select the DocuSign Admin tab.
3. Click the Users sub tab.
4. Select the checkbox next to the appropriate user(s) Full Name.

What does it mean to send an envelope in DocuSign?

Key elements to DocuSign: Envelopes are the packages that documents are sent in. To set up your recipients, delivery settings, including messages, you will edit an envelope. Envelopes are containers that can be sent to multiple recipients for viewing or signing.

What is the DocuSign envelope ID?

DocuSign assigns a unique Envelope ID for each envelope created. This unique identifier is a key piece of data DocuSign Support needs to provide the best level of service and quickest resolution to an issue you may be facing. The Envelope ID from the contents of the link itself are all that is required.

What are integrations on DocuSign?

The integration supports the electronic signature process by automatically packaging OnBase documents and relevant signer information, sending this information securely to DocuSign, and collecting the completed documents.

What is Apex toolkit?

The Apex Toolkit is a set of predefined Apex methods, classes, and utilities that encapsulate a set of the DocuSign eSignature API functionality similar to an SDK, enabling you to integrate DocuSign and Salesforce functionality into your Apex code.