Articles on: DocuSign integration

How to upload a document to be sign specific to a request?

How to Upload a Document to Be Signed Specific to a Request



When adding an e-signature to the campaign (or a specific request), you can choose not to use a template and instead upload your own documents to sign.



In the advanced settings, you will find a "Documents" section. Here, you can upload your documents (1). After uploading, you can add auto-place tabs (2).

Updated on: 26/11/2024

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