This guide provides information on the new DocuSign integration in C-Link, allowing you to sign contracts digitally, anytime, anywhere.
Estimated Read Time: 1 Minute ⏱
It is recommended to familiarise yourself with the Contract Creator section before proceeding with this guide.
Sections in this Article:
- 🖥️ Accessing Contract Creator
- ✍️ Choosing Signature Options
- 📞 Activating DocuSign Integration
- 🎥 Full Walkthrough Video
🖥️ Accessing Contract Creator
To utilise the DocuSign integration:
- Navigate to Contract Creator:
- Access the Contract Creator from your project dashboard.
✍️ Choosing Signature Options
When creating a contract:
- Select Signature Type:
- You will see options for "Order Signature", "Wet Signature", or "eSignature".
- Choose "eSignature" to digitally sign contract documents.
📞 Activating DocuSign Integration
To activate the DocuSign feature:
- Contact Customer Success Manager:
- If you wish to enable digital signatures, get in touch with your Customer Success Manager.
- They will assist in adding the DocuSign integration to your account.
Summary ✅
This guide has outlined the process for using the new DocuSign integration in C-Link. Following these steps ensures you can efficiently sign contracts digitally, saving time and effort.
🎥 Full Walkthrough Video
For a comprehensive guide, watch the full walkthrough video below: