DocuSign E-Signatures — legal signing in TMSDASH
DocuSign as an optional legal e-signature provider. When the DocuSign connector is authorized for your workspace, the Send for Signature modal lets you choose between in-app signing (the default) and DocuSign for legal e-signatures — the existing in-app flow stays the default until you connect.
Overview
DocuSign as an optional legal e-signature provider. When the DocuSign connector is authorized for your workspace, the Send for Signature modal lets you choose between in-app signing (the default) and DocuSign for legal e-signatures — the existing in-app flow stays the default until you connect.
How to get there
Key features
- Choose In-app signing or DocuSign in the Send for Signature modal
- DocuSign appears disabled until the workspace connector is authorized
- In-app signing remains the default — no change to existing flows
- Gated on an authorized DocuSign connector in Settings → Integrations
Step-by-step
- 1Authorize the DocuSign connector from Settings → Integrations (Wave 3).
- 2Open Operations → Documents and click Send for Signature.
- 3Upload your document and add recipients as usual.
- 4In Step 1, select DocuSign as the signature provider.
- 5Send — recipients receive a DocuSign envelope to review and sign legally.
Page preview
Representative screenshot of the DocuSign E-Signatures page.
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