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GlobalSearch can send documents directly to your DocuSign® electronic signature template.

  1. Run a Search, select a document, and open it in the Document Viewer.

  2. In the DocuSign Login, enter your DocuSign username and password and click Login.

  3. In DocuSign, select the DocuSign template to associate to the current document.
    The DocuSign template controls who can sign, where on the document they should sign, and what other information they need to include, such as a title and a date signed.

  4. Add the contact information for the signee.

  5. Click Send to send the document to DocuSign and to have a notification email sent to the signee.

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