The following steps will guide you through sending your Paperless Pipeline documents to your DocuSign account.
Note: to send docs from Paperless Pipeline to DocuSign, you must first connect your DocuSign and Pipeline accounts. Learn how to connect them here >>
Send to DocuSign from the Reference area
- Go to the Reference tab.
- Click the [SEND TO DOCUSIGN] tab.
- Click the yellow box next to the docs you’d like to send.
- Confirm or update the subject.
- Click [SEND TO DOCUSIGN].