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Articles on:DocuSign integration
Everything you need to know to embed DocuSign e-signature on the client portal.

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  • What type of plan do I need to use the DocuSign <> Collect integration?
    On Collect side, you need a pro plan and above to have access to the DocuSign integration.Featured
  • How to connect your DocuSign account to Collect?
    To connect DocuSign to Collect, go to the settings / integrationsFeatured
  • How to request a Docusign e-signature in Collect?
    To request an e-signature in Collect, you need to include an e-signature element in your request. There are two ways to do this.Featured
  • How to use Docusign templates in Collect?
    If you want your recipients to use the same document, you can use DocuSign templates in Collect.Featured
  • How to upload a document to be sign specific to a request?
    How to add manually documents to be signed.Featured
  • How to use “Auto-place” tabs with the Docusign integration?
    When uploading documents to sign directly from Collect, you can insert text and signature zones using "auto-place" tabs.Featured
  • What are the different envelope statuses available in Collect?
    Your envelopes can have 4 different statuses in Collect.Featured

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