DocuSign is a platform that allows users to electronically sign documents. With the DocuSign integration, you can send documents to sign from your Glide app.
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In Glide, click the Settings menu.
Find the Integrations section and then select DocuSign.
Click the Add button.
In the new window that opens, sign in to Docusign.
Features
Email document to sign
The Email document to sign action is used to send a DocuSign template document to be signed via email. An API Account ID, Account Base URI, Template ID, Signer email, and Signer Full Name are required. You can choose to CC additional people who will then be copied on the DocuSign emails that are sent.
The action can be added to a Component that supports Actions (e.g., a Button component), added to an action sequence in the Workflow Editor.
To configure the Email document to sign feature, follow the steps below:
To learn more generally about Integrations in Glide, including how they affect your app’s usage, check out our Introduction to Integrations.