To request a signature for many documents:
-
Find and select the documents that you want to have signed.
-
Click the three-dots icon () in the top right corner, and select
Request electronic signature.
Result:The
Request electronic signature dialog is
opened.
Note: If you have selected files with a file type that is not
accepted in DocuSign, these files are shown
first.
- Optional:
In the Request electronic signature dialog,
clickNext, and then Yes to
accept that the shown files are not sent for signing.
-
In the Request electronic signature dialog, write the name
for the files in Signed file name.
-
Find and select the signers.
Note: In the Request electronic signature
dialog, only the hub users are shown. You can add signers outside of the hub later in
DocuSign.
-
Click Send.
Result:You are redirected to DocuSign.
-
In DocuSign, enter your DocuSign username, and click
Continue.
-
Enter your password, and click Continue.
-
Complete the necessary steps in DocuSign, and send the
documents.
The documents are now sent. The signers will receive an email to read and sign the
documents. In M-Files Hubshare, an icon that shows the signature request
status is added for the file.