Back to Docusign.com
Do you use Docusign Workspaces to bring your agreement participants together in a central, collaborative hub? Sometimes, we aren’t sure if we have the most updated document to provide to our recipients, so we need to invite the person in charge of maintaining the document into our workflow.
In this video, a Docusign Trainer will show you how to create an upload request in Docusign Workspaces, which allows you to easily collect documents from others and track their status as they travel through the agreement process.
Key Take-aways:
-
Create an upload request within a Docusign Workspace.
-
Add details to the request, such as a description and a due date.
-
See how the recipient can upload the requested document to the workspace.
Additional Resources:
Continue the Conversation How do you think you might use this tip in your workflow?