Migrating emailed Documents in PDF that have Docusign capability

Written by Luciano Marquez Category: Office Management 4 years ago

I regularly send my clients a pre-inspection agreement from 3D Management as a pdf generated in the word document tab.  How can we get this pdf to go out as a Docusign format? I want then to be able to sign the pdf when they receive the email from me. I can do this directly from my email account but not from the 3D email system. The work around now is to send it to myself and then resend it from my email to the client, and additional set of steps I would like to cut out.

• Re: Migrating emailed Documents in PDF that have Docusign capability

  by Donna » 4 years ago

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  Donna

  8 183 0

  I don't use Docusign, but it looks like you could either preview your document in 3D and Save > PDF and then use the Docusign cloud uploader to sign and email that PDF through Docusign- https://support.docusign.com/en/articles/How-do-I-get-signatures-on-a-document-New-DocuSign-Experience

  Or possibly instead print directly to a Docusign driver they supply: https://www.docusign.com/features-and-benefits/features/print-driver 

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