Sending Docs to DocuSign

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

  1. Go to the Reference tab. 
  2. Click the [SEND TO DOCUSIGN] tab.
  3. Click the yellow box next to the docs you’d like to send.
  4. Confirm or update the subject.
  5. Click [SEND TO DOCUSIGN].
Send docs from the Reference page to DocuSign

Send documents from a transaction to a DocuSign envelope

  1. Go to the transaction.
  2. Click the [SEND TO DOCUSIGN] tab.
  3. Click the yellow box next to the docs you’d like to send.
  4. Confirm or update the subject.
  5. Click [SEND TO DOCUSIGN].
Send documents from a transaction to a DocuSign envelope