Connect your TermSheet workspace to a DocuSign account to streamline your document workflows—eliminating the need to download and upload a DocMerge document to send files for signature.
💡Things to Consider
To enable your workspace with a Docusign Account, please provide the following:
Docusign UserID
API Account Id
Account Base URL
⚙️ Steps
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Go to a Deal or any object record in TermSheet.
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Select the ⁝ icon in the upper right hand corner.
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Select "Generate Merged Document".
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Use the dropdown to select a template. DocMerge Templates are uploaded into the workspace files tool. To learn more about how to create a new template check out the DocMerge Help Article.
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Select "Send to DocuSign".
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Docusign will open so you can continue the workflow natively in Docusign. Add the recipients and signatures as needed.
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Click Generate & Send.
📬 The document will be sent through DocuSign for e-signature. You will receive notifications as usual, via Docusign.
