Can I use Docusign to make editable a document without sending the document via Docusign

Question

Can I use Docusign to make editable a document without sending the document via Docusign. I would then like to save the editable PDF to customers via email. Or do I need a separate software to do this?

Alexandre.Augusto · Accepted Answer

Hello, ​@Mariak12If I understand well your need, Docusign CLM might be the solution.Using Docusign CLM you can create an agreement, send for internal and/or external reviewers, get a final approved version then make it available for internal and external users.Watch this video to learn more about Docusign CLM:I hope that helps, if so, I’d appreciate your Like here.Best,Alexandre

Jenny.Martin · Answer

Hello ​@Mariak12,I hope you are doing well.I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer✅"by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.Best regards,Jenny |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

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