How do I send a document for e-signature in Vtiger using DocuSign?

 

1. Log in to the CRM.
2. Click the Main Menu.
3. Click Essentials.
4. Click Collaboration > Esign Documents. The Esign Documents module opens.
5. Click +Add Esign Document. The Create Esign Document window opens.
6. Enter or select the following in the Who should sign this Document? Section:
   1. Select the module where Signee 1 (the primary recipient) is available.
   2. Select or create the Signee 1 record from the chosen module. n
   3. Once the Signee 1 record is selected, their email will appear by default.
   4. Use the +Add Signee button to add additional (multiple) signees to the document.
7. Enter or select the following in the What Documents should be signed section. You can choose where to fetch the document from:
   1. Select Upload File if the document you want to send is on your system. You can browse and upload the file or use drag-and-drop.
   2. Select Internal Document if the file is stored in the Documents module.
   3. Select Select Related Module if the file is linked to any specific CRM module.
      1. Select the Module from the drop-down.
      2. Select the Specific record related to the module.
      3. Select the Template for the chosen record. 

Note: 

• You can upload only one document at a time.
• File size must not exceed 50 MB.
• Supported file formats: pdf, text, MS Word, png, jpeg, vnd.openxmlformats-officedocument.spreadsheetml.sheet, vnd.ms-excel.

8. Enter or select the following in the Add Email Details section:
   1. Enter the Email Subject in the Email Subject field.
   2. Enter the Email Note in the Email Note field.
9. Click Save as Draft to send the document for signature later. 
10. Click Save and Send for Signature. You will see two options:
    1. Send Document – Sends the document directly to the recipient. The recipient will place their own signature tag where they want to sign.
    2. Add Tag and Send Document – Lets you place the signature tags yourself, so the recipient can simply review and sign where instructed.

The document will be sent to the recipient’s email for digital signature via DocuSign.