How to select multiple signatories for DocuSign integration?

You can request signatures to multiple contacts by selecting more than one Recipient when sending your document. The following steps will illustrate the process in detail.

Note: You need to have DocuSign account with DocuSign Integration Enabled in CRM.

If there is an account in your CRM which has multiple contacts record in it. Now you can use DocuSign option to select more than one contact records of that account for sending a request to those recipients for multiple signatories.

1) Open an Account record and go to Contacts tab.

2) Click on More icon to select DocuSign option from the list.

3) It will show you 2 more options:

Select a Document: You can select a DocuSign document that you want to send
Select Contacts: You can select multiple Contacts for sending DocuSign document to

4) Once you are done with Document & Contact selection, then click on the Send.

Note: If you want to specify signer’s order and assign DocuSign signer’s roles then you have to login into your DocuSign account separately and set it up manually for your contacts. Follow these articles to Add Recipients and Set a Signing Order in DocuSign.

 

 

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