DocuSign integration

Some Kyloe AwesomeDoc templates are configured to send the created document to DocuSign. When these templates are generated, additional DocuSign buttons become available:

1. The Edit DocuSign Config section contains the details of the recipients the document will be sent to, as well as the contents of the envelope email. This information should be checked and/or modified before any envelope is sent.

2. Clicking the Send envelope with DocuSign button will package up the current document and create a DocuSign envelope. This envelope will be immediately sent via the linked DocuSign account.

3. Clicking the Edit envelope in DocuSign button will package up the current document and create a DocuSign envelope. However, the envelope will remain unsealed and a new browser tab will take you to the DocuSign website. After logging-in, you will be presented with the prepared envelope. You can then make any changes directly in DocuSign, before sending the envelope.

In order to edit the prepared envelope, your DocuSign login must have sufficient permissions to access the related account and send envelopes.