How to Send and Receive DocuSign Docs in Pipeline

SUMMARY
The following steps will guide you through transferring your documents between your Paperless Pipeline and DocuSign accounts.

To send or receive docs from DocuSign, you must first connect your DocuSign and Pipeline accounts. Learn how to connect your accounts here→

Sending Docs to DocuSign

Send docs to DocuSign from the Reference area. From the Reference page:

  1. Click [Send to DocuSign]. 
  2. Select the docs you’d like to send by clicking their checkboxes. 
  3. Confirm or update the subject.
  4. Click [Send to DocuSign].  

Send docs to DocuSign from a transaction

Send docs to DocuSign from any transaction. From the transaction:

  1. Click [Send to DocuSign]. 
  2. Select the docs you’d like to send by clicking their checkboxes. 
  3. Confirm or update the subject. 
  4. Click [Send to DocuSign]. 

Send docs to DocuSign from Unassigned Docs

Send docs to DocuSign from Unassigned Docs. From the Unassigned page:

  1. Click Send docs to DocuSign.
  2. Go to the desired doc and click its Gear. 
  3. Select “Send to DocuSign” from the dropdown list. 
  4. Click the [Send] button when asked to confirm. You'll then see a message at the top of the page indicating the doc was successfully sent to DocuSign. 

Check your DocuSign account for docs 

  1. Select the "Manage" tab at the top of the Docusign account.
  2. Click [Drafts] from the Envelopes on the left menu.

Receiving Docs from DocuSign

Import docs from DocuSign from the Unassigned page. From the Unassigned page:

  1. Click [Import from DocuSign]. Your completed DocuSign envelopes will appear on the page. 
  2. Click the plus [+] sign to view the contents of any envelope. 
  3. Check the box next to the envelope(s) you’d like to import into Pipeline or click the checkbox at the top of the list to select all documents. 
  4. Click [Import Docs] to bring the docs over from DocuSign.  Docs transferred from DocuSign can be viewed in Unassigned Docs. From there, you can assign them to the appropriate transaction.

Depending on the size of the selected docs, it may take up to a minute for the documents to appear in Unassigned Docs.