DocuSign delivery

The DocuSign delivery sends the resulting document to DocuSign for signing.

First of all, you need to connect to your DocuSign account from the Plumsail account.

connect to DocuSign

At this step, you can select an environment - either Sandbox or Production. Sandbox environment allows you to test sending documents for signature without being charged, but documents won’t be valid. Make sure you have a DocuSign demo account (it’s also called a developer account) to be able to connect to DocuSign Sandbox. Otherwise, select Production.

After you connected, you can customize the DocuSign delivery settings.

Fill in email subject and body:

fill in email subject and body

Add recipients - as many as you need. Assign roles to them:

roles of recipients in DocuSign delivery

Advanced settings

Expand Advanced to customize more settings:

advanced DocuSign delivery settings

Here you can switch on Sequential signing, then just drag and drop recipients to define an order in which they should sign the document.

drag and drop recipients to change the sequence of signing

And you can set the expiration period and sending reminders.

Use tokens inside email subject and body

You can insert values from your data using tokens. Let us assume, your data has property “invoiceNumber”. In this case, you can include it using token {{invoiceNumber}}.

Those tokens work the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

  • {{@date}} - full current date with time.

  • {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.