Once you complete one or more documents you can then send them out for e-signature right through your Rechat app. Rechat is deeply integrated with Docusign.
- 1.Once you save your updates on a form, you will then be presented with a DocuSign button in front of the form.
- 2.In the DocuSign compose view (as shown in the image below), you can select who should receive the documents, in which order if that matters, and also whether they are required to sign or are just being CC’d to get a copy of the files.
- 3.You can select Add More Attachments, to have multiple files sent to be signed together as part of one DocuSign envelope.
- 4.Once you are done selecting your documents, you will then see them opening up automatically within the DocuSign experience where you have all the usual DocuSign features to further make updates to the documents.