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DocuSign integration
DocuSign
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.
How to connect your DocuSign account to Collect?
To connect DocuSign to Collect, go to the settings / integrations
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.
How to use Docusign templates in Collect?
If you want your recipients to use the same document, you can use DocuSign templates in Collect.
How to upload a document to be sign specific to a request?
How to add manually documents to be signed.
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.
What are the different envelope statuses available in Collect?
Your envelopes can have 4 different statuses in Collect.
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