Mail2Sign with DocuSign
How to configure Mail2Sign to work with DocuSign
Table of Contents
Attention
All instructions regarding the service are subject to changes that may not yet be updated here.
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