How do I create a new DocuSign envelope from an email attachment?

Note: The DocuSign integration is currently in beta and included as part of the Cloze Business Gold and Platinum Plans.

With your DocuSign account connected to Cloze, you can create a new DocuSign envelope from an email attachment. Microsoft Word (.docx), Microsoft PowerPoint (.pptx), Microsoft Excel (.xlsx), CSV files and Adobe PDF (.pdf) files attached to emails can be sent directly to DocuSign to create a new envelope.

For example, it is common to exchange several drafts of a contract during negotiations. Once everyone agrees, you can simply send the final draft from your email to DocuSign to start the signing process.

Cloze will create an envelope in DocuSign with the subject “Please DocuSign: <filename>” for a single file, or just "Please DocuSign" when there are multiple files.

1.) Navigate to the email message with the attachment you wish to send to DocuSign

In this example, the "Mutual NDA.pdf" file will be sent to DocuSign. The most common file types are .pdf or .docx file formats, but DocuSign supports several other types including images and spreadsheets. A full list is available here.

Navigate to the email that has the attachment you wish to send to DocuSign. You can access the message in the person's Cloze profile or in the Cloze Sent folder or Cloze Inbox.

From a person's profile

From the Sent folder

2.) Tap on the "Send To" icon (box with the up arrow) and select DocuSign.

3.) In DocuSign, you can complete the remaining steps to prepare and send your document for signing.

In DocuSign, you can add recipients, add signing elements to the document, modify the subject and email blurb if desired, and send it. Once sent, you can return to Cloze, and sync to see the newly sent envelope. All signing activity will then be automatically synced to Cloze.

Once everyone has signed you'll receive an alert on the Cloze Agenda.