How do I create a new DocuSign envelope from a file in Cloze?

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 Microsoft Word (.docx), Microsoft PowerPoint (.pptx), Microsoft Excel (.xlsx), CSV files and Adobe PDF (.pdf) files found in the Files section of any person. Files found in this section may originate as email attachments or from Google Drive, OneDrive, or Dropbox.

  1. Navigate to the Files section of a person 
  2. Tap on Files 
  3. Tap on the file you wish to send to DocuSign
  4. Select the Send to DocuSign
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 Files section of a person's Cloze profile

In this example, the "Exclusive Buyer Agreement.pdf" file will be sent to DocuSign.

2.) Tap on the file you wish to send to DocuSign and select Send to DocuSign.

Please note the file must be in a .pdf, .pptx, .xlsx, .csv or .docx file format.

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.

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