Initiating DocuSign Requests

Initiating DocuSign Requests

Apr 10, 2023

Egnyte and Docusign work together so you can initiate signature requests and track their progress in one secure location.

  • From the file you’d like to send for signature, select Share, then send with Docusign. The file opens in DocuSign so you can indicate recipients, where you’d like them to sign and any other fields you’d like filled in.
  • Use the ‘More’ button in Egnyte to check the status of any DocuSign you’ve created.
  • When the DocuSign is completed, a PDF copy is automatically saved to the originating folder in Egnyte so you can securely access and share it with stakeholders.
  • Keep your files secure and organized in Egnyte, without sacrificing the convenience of electronic signature.

To find more learning resources for Egnyte users and admins, check out:
https://egnyte-university.egnyte.com/