Internal document signing workflow with DocuSign plugin from Sharepoint

Question

Hi, how to sign a document from SharePoint using the DocuSign plugin. Our process involves signing the document internally first before sending it to the customer. We then utilize the ‘Get Signatures with DocuSign’ feature to send to customers. However, i am unsure how to docusign from SharePoint itself internally before sending it out to the customers? I tried using the ‘Sign using DocuSign’ option as shown in the picture but get error message. Please help​

nathaly.monge · Accepted Answer

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Jeff.Daviscourt · Answer

Use “Get Signatures with Docusign”, add yourself as the first recipient then define other downstream recipients. I don’t believe part 11 accounts allow for freeform signing which is what happens when you use the “Sign using Docusign” option.

Internal document signing workflow with DocuSign plugin from Sharepoint

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