How do I use DocuSign with Brightflag Workspace?

You may have files in DocuSign that you want to reference or add to Brightflag Workspace or copy from Brightflag Workspace to Docusign. These may be files in Records or Documents in a Task.


To add a document to a task for others to sign

Create a signing task for each document needing a signature, then create a subtask with the name of each signatory

Download each document from Brightflag Workspace

Upload each document to DocuSign and initiate the signing process with the signatory email address. When notified complete, download the envelopes from DocuSign, and find the destination folder in Records, then upload the DocuSign envelopes

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