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.
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.