Mail2Sign allows users to send emails to use DocuSign for digital signing. The configuration below describes how this is done without using DocuSign templates.

To use DocuSign accounts with Mail2Sign, follow these steps…

Access the Mail2Sign dashboard at https://lab.mxhero.com/sign

Step-by-Step Instructions

Enter “Settings”  to set your eSignature service to DocuSign and Save…

On the Rules page click the button to add a new rule...

Select which type of rule you want to create ...

DocuSign email attachments rule

This rule type is used to process email attachments (files) with DocuSign. With this type of rule, users simply send files through email to start a DocuSign signature process. 

For details on this option Using DocuSign without DocuSign Templates‍

Sign using DocuSign Templates rule

This rule type leverages your DocuSign templates. With this type of rule, users can send an email with or without attachments. The DocuSign template will be used to map recipients to the template's predefined roles.

For details on this option Using Mail2Sign with DocuSign Templates‍