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How do I use DocuSign with Joinder - Knowledgebase / Other Applications - Joinder Support

How do I use DocuSign with Joinder

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You may have files in DocuSign that you want to reference or add to Joinder or copy from Joinder to Docusign. These may be files in Records or Documents in a Task.

To add a document to a task for others to sign

Create a signing task for each document needing a signature, then create a subtask with the name of each signatory

Download each document from Joinder

Upload each document to DocuSign and initiate the signing process with the signatory email address. When notified complete, download the envelopes from DocuSign, and find the destination folder in Records, then upload the DocuSign envelopes

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