Streamline Document Signing with DocuSign Integration

Integrate DocuSign with Clinked to easily request, review, and manage document signatures. Enhance your workflow by automating the signature process and tracking document status.

Connecting DocuSign to Clinked

A screenshot of Clinked's integration feature, showcasing the process of connecting DocuSign to Clinked for seamless electronic signature management.

Enable DocuSign integration across your account for seamless document signing.

  1. Navigate to Account Settings > Integrations.
  2. Locate DocuSign integration and toggle it on.
  3. Authenticate with DocuSign to grant permission.

How to Request Signatures

A screenshot of Clinked's platform, illustrating the process to request signatures, featuring user-friendly navigation and clear instructions for initiating digital signature requests.

Request signatures on documents directly through Clinked.

  1. Navigate to the file and click the three dots.
  2. Select DocuSign and click “Request Signature.”
  3. Enter recipient details and preview in DocuSign.
  4. Make adjustments and click "Send."

Reviewing and Signing Documents

A screenshot of Clinked's document management feature, showcasing the process of reviewing and signing documents with user-friendly tools and secure digital signatures.

Recipients can easily review and sign documents through email.

  1. Open the email from DocuSign and click “Review Document.”
  2. Review the document, sign, and click “Finish.”

Monitor Signature Status

A screenshot of Clinked's platform, showing the Monitor Signature Status feature with real-time updates on document signing progress and status indicators.

Check the status of your documents within Clinked.

  1. Navigate to the document in Clinked.
  2. Click the three dots and select DocuSign.
  3. View the document status (waiting or signed).

Related Features in Integrations (Native)

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Integrate Google Workspace with Clinked for seamless document sharing, management, and collaboration within your projects.

Adobe Acrobat Sign

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Use Acrobat Sign integration for quick, secure document signing and storage in Clinked, ensuring compliance and efficiency.

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Embed content like YouTube videos, news, and Google Maps in Clinked using iframes, enriching notes for an interactive experience.

Jotform

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Use Jotform integration to create forms, embed them, and store submission data as a CSV in Clinked.

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Integrate Voiceflow with Clinked for chat and voice experiences. Embed Voiceflow agents to streamline communication.

Microsoft OneDrive

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Attach OneDrive files for real-time editing. Enhance productivity by keeping all files in one organized location.

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