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We are new to SharePoint and would like to allow our users to drag and drop their documents from SharePoint into DocuSign.

The current workaround is to download the document from SharePoint to the desktop and then we are able to drag and drop into DocuSign.

We found the app for SharePoint to integrate DocuSign, and our Administrator gave it permission, but it is not available in SharePoint like the online help said it would.  

 

We are using MicroSoft 365. 

Hello ​@ejohnson619,

Thank you for reaching out to the Docusign Community.

What guide are you referring to? Is it this Docusign for SharePoint.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


I would like to get in contact with our Account Rep.  Would you know how I would go about doing that since no one at my company knows who our account rep is?


Hello ​@ejohnson619,

An Account Admin on your Docusign account will need to open a case with Support to request the contact info. To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


I am not able to open a case.  How do I get a hold of our Account Manager, do I just go through sales?


Hello ​@ejohnson619,

Are you getting an error message?

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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