Sending Documents Using DocuSign

In this article:

• Enabling the DocuSign Integration (Admin)
• Connecting Your DocuSign Account to Your Actionstep Profile
• Sending a Document to DocuSign
• How-To Videos

Actionstep's integration with DocuSign makes it easy to get letters and other documents signed by clients, directly from a matter. 

Enabling the DocuSign Integration (Admin)

An admin user can enable DocuSign in your Actionstep system.

To do this:

1. In Actionstep, go to Admin > Integrations. The Integrations page appears.
2. In the DocuSign section, click Connect with DocuSign.
   
3. On the DocuSign page that appears, toggle Enable to on.
4. Click Save to save your changes. 
5. Proceed to the next section where you will link your DocuSign account with your Actionstep profile.

Connecting Your DocuSign Account to Your Actionstep Profile

Once you have enabled the integration you then need to connect your own Actionstep profile to DocuSign. 

To do this:

1. In Actionstep, click your profile link to view your profile settings.
   
2. In the DocuSign section, click Connect.
   
3. Follow the on-screen prompts to provide your sign-in credentials and allow access to DocuSign.
4. Click Save on your profile page when you are finished. 

Sending a Document to DocuSign

You can send documents to DocuSign for signing. DocuSign has a maximum file size of 25 MB and 2,000 pages. You can send documents from either the matter's Documents page or the Matter View page. 

To send documents from the matter's Documents page:

1. In Actionstep, view the matter with the document you want to send. (See Editing a Matter for help.)
2. Click the Documents menu icon. The Documents page appears.
3. Select the document or documents you want to send and click Send for Signing.
   The Choose Recipients window appears.
4. Select the client who should receive the document and click Continue. The document is sent to DocuSign where you can take further action with it, like add fields, etc. to it.

To send documents from the matter's View page:

1. In Actionstep, view the matter with the document you want to send. (See Editing a Matter for help.)
2. Click the View menu icon. The Matter View page appears.
3. Select the document you want to send.
4. In the Preview pane, click Send for Signing.
   You can also right-click on a document and choose Send for Signing from the shortcut menu.
   The Choose Recipients window appears.
5. Select the clients who should receive the document and click Continue. The document is sent to DocuSign where you can take further action with it, like add fields, etc. to it.

Once the document has been sent, you are returned to the matter's Home page in Actionstep. All documents sent from DocuSign will be stored within DocuSign. When the document has been signed, you will receive an email with the signed document attached. You can then either add this to the matter using the Actionstep Outlook Add-in or by uploading the attachment to a matter’s documents directly.

How-To Videos