Requesting an Electronic Signature for One Document

To request a signature for one document:

  1. Find the document.
  2. Click the three-dots icon () for a file, and select Request electronic signature.
    Result:The Request electronic signature dialog is opened.
  3. In the Request electronic signature dialog, in Signed file name, write the name for the file.
  4. 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.
  5. Click Send.
    Result:You are redirected to DocuSign.
  6. In DocuSign, enter your DocuSign username, and click Continue.
  7. Enter your password, and click Continue.
  8. Complete the necessary steps in DocuSign, and send the document.
    For instructions on how to send a DocuSign document, refer to How do I send a DocuSign document?
The document is now sent. The signers will receive an email to read and sign the document. In M-Files Hubshare, an icon that shows the signature request status is added for the file.