Process looks like this: I prepare document, sign it to prove that I've prepared it and I need it to send it to the client who doesn't use docusign. How can I send it as an downloadable file in attachment to the mail - visible as every other attachment in outlook?
Well I have several comments, questions around the process.
1) Even if the customer doesn't have a DocuSign account, they can still use DocuSign to sign.
2) If the customer only needs to see a copy of the document with the signature and doesn't actually need to sign, then just send to the customer as a Carbon Copy or Needs to View. Either way they get a completed document in their specified email address inbox (Outlook, Gmail etc). Basically it would be two Recipients, you (Needs to Sign) and the customer (CC or Needs to View), I would recommend using Signing Order which would set the customer as the second Recipient.
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
