Sending Reference Docs & Transaction Docs to DocuSign

You can send Transaction docs, Reference docs, and Unassigned docs to your DocuSign account. Send multiple transaction docs and reference docs to DocuSign by following the steps outlined below.

Send Multiple Docs to DocuSign

You can send multiple docs to the same DocuSign envelope. 

1. Go to the transaction and scroll down and click the [SEND TO DOCUSIGN] tab on the mini toolbar just above the list of documents.

2.  The menu will expand. Check the checkboxes to the left of the docs you would like to send to DocuSign. 

3. Click [SEND TO DOCUSIGN] to complete the process. 

Send Docs to DocuSign

Check DocuSign Drafts for Docs

You can check the "Drafts" envelope menu under the "Manage" tab in your DocuSign account to view the sent doc.

Check DocuSign Drafts for Docs