Send documents through DocuSign to customers from within SubscriptionFlow by following these steps:
- Go to the Customers module and click on the customer you want to send a document for signing through DocuSign. Scroll down and click ‘Configure’.
- Move Documents from the unselect to the select list. Click ‘Save’.
- Then click ‘+Document’.
- In the pop up select the document template from DocuSign.
- You can add recipients through the ‘+’ button.
- Also select the role for each recipient which may be Signer or CC.
- Use the cross icon next to recipients to remove them. Then click ‘Submit’. If you configure a sequence of signers the document is sent to the top most recipient for signature first and sent to the next one in the sequence and so on.
- Your customer from SubscriptionFlow receives the document for signature through DocuSign.
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