DocuSign

Admin users can use DocuSign (e-signature solution) through their ConvergeHub account itself. They are just required to download the DocuSign App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click on the Buy button to integrate the app in your ConvergeHub user account.
• Click on settings to complete the integration of the DocuSign app in the user account.
  Note: Clicking on settings will pop up a new section where you need to provide your DocuSign account credentials.
  
• Post the successful integration of the DocuSign app into the user account, you will get the DocuSign option for all documents stored in the CRM system.
  
  Clicking on option, a pop up window will appear from where you can send the respective document for signature.
  
• Type in the recipient’s name or select the recipient from the dropdown option.
• Type the person’s email to be notified once the recipient has signed the document sent for signature.
• You can change the default subject as per your requirement.
• You can change the default message as per your requirement.
• Click on Send to complete sending the document. Or else, click on Cancel to stop proceeding further.