How to send a document that needs to be electronically signed with DocuSign to a customer

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Modified on: Tue, 1 May, 2018 at 9:20 AM

At the moment Electronic Signature can be triggered only from the Document Request details screen, using the "Send Documents" function.

It is NOT available from the Create/Edit Document Request flows.

Follow this video to send a document that needs to be electronically signed with DocuSign to a customer

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