Docusign Trainer Tips: Send for Signature using Docusign CLM
Did you know you can send a document out for signature directly from within Docusign CLM with just a few clicks?
There are multiple ways to accomplish this. You can of course automate this document delivery at any point in your approval process from within your approval workflow with the addition of a workflow step. However, sometimes a CLM user may need to deliver a document for signature manually without the need for an automated approval process and without going through the envelope creation process from within eSignature.
Watch this short video on Send for Signature using Docusign CLM from our Trainer Tip series with Principal Product Trainer Kelly Gatling to find out how!
Complete live training calendar:
https://dsucustomers.docusign.com/cal...
Visit the Docusign Template Library for downloadable templates to help you get started with eSignature:
https://dsucustomers.docusign.com/pag...
Get Docusign Certified:
https://dsucustomers.docusign.com/pag...
Learn more about Docusign: https://www.docusign.com/
Follow us on LinkedIn: / docusign
Follow us on Instagram: / docusign
Follow us on Facebook: / docusign
Follow us on Threads: https://www.threads.net/@docusign
Follow us on X: https://x.com/Docusign