Setting up your DocuSign Integration

You can learn how in our DocuSign Configuration guide if you haven’t already set up your DocuSign integration in Settings. Click the button below to learn more.

Sending a Document for Electronic Signature

After setting up your integration, you can navigate to the project you want to send for electronic signature. When clicking the Generate Document button, you will notice a delivery method option titled Electronic Signature. After selecting this option and selecting the proper document template, you can click the Generate button.

On this screen: The Generate Document modal shows a Document Type selector and a list of delivery method radio buttons: Download, Email, Save To Cloud Storage, and Electronic Signature (visible when an e-signature integration is configured). Select Electronic Signature and choose a document template, then click Generate.

After generating for a few seconds, the panel should disappear, confirming the request has been sent to DocuSign.

Checking the Status of a Document Sent for Electronic Signature

To check on the status of any of your documents delivered through DocuSign, navigate to the Document Deliveries tab at the top of the page.

On this screen: The Document Deliveries tab shows a table with columns for Project, Document, Delivered By, Delivered To, and Status. Each row represents a document delivery attempt. The Status column shows the current state (e.g., Pending, Delivered, Failed) along with a timestamp once delivery is complete.