These steps are the improveit 360 best practice for sending documents out for signature via your DocuSign/i360 integration.
- Verify users are activated in the DocuSign Admin Tab. See also: Integration: How to Add Users to DocuSign
- Go to a Quote, Sale, or Project
- Generate a PDF of one of the documents in the system by clicking the "Print/Email" button and then clicking the document icon next to the file you would like to render as a PDF.
- After the page generates the PDF, click the "Attach to [Sale, Quote, or Project]" button.
- Return to the Quote/Sale/Project and verify the file is in the "Attachments" section near the bottom.
- Scroll to the "DocuSign Status" section and click the "Send [Quote, Sale, or Project] with DocuSign" button.
- A new page will open with DocuSign within improveit 360. From this page, you can assign signing roles for the document, set the "Subject" line of the email and the "Custom Message".
- Click the "Next" button.
- This page will preview the document and allow you to drag any Signature, Initial, Date Fields, and more into the document.
- Once you are done adding, click the "Send" button.