Sending Unassigned Docs to DocuSign

Short version: 1) Go to the desired doc and click the [GEAR ICON]. 2) Select [SEND TO DOCUSIGN]. 3) Click the [SEND] button when asked to confirm.

Note: To send docs to DocuSign from Pipeline, you must first connect your DocuSign and Pipeline accounts. Learn how to connect them here >>

Sending Unassigned Docs to DocuSign

1. Go to the desired doc then click on [THE GEAR ICON].

2. Select [SEND TO DOCUSIGN] from the drop down list.

Sending Unassigned Docs to DocuSign


3. 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.

Confirm Send to DocuSign

Check DocuSign Drafts for Docs

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

Check DocuSign Drafts for Docs