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Using Mail2Sign with DocuSign Templates

How to use DocuSign Templates with Mail2Sign

Updated at December 13th, 2022

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To use DocuSign Templates with Mail2Sign, follow these steps…

Mail2Sign integrates with your DocuSign templates allowing you to use a simple email to initiate the most complex eSigning scenarios. With Mail2Sign, you map email recipients to DocuSign template roles. You no longer need to log into DocuSign to send your templates.

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Easy System Integrations! :)

This configuration is particularly useful for system integrations like CRMs. Anything that can send an email can now be configured to initiate an eSigning process. No additional software installation or development is required.


Video Demonstration of configuring and using Mail2Sign with DocuSign Templates




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