In this article, you will learn the process of how to send documents to a member for their signature from the member profile page. Please verify the member has a primary email and phone number set up before proceeding with these steps.
Navigate to a member
Click on Documents tab
Click on the Send via DocuSign button on the right side
In the Send Document for Member’s Signature via Docusign panel, select any one document, and you will notice the document can be sent via email or text based on the member's primary number and email on their profile.
Select either email or text, and click on the Send button.
Once sent, you will receive a Document is Sent for Signature confirmation on the bottom left. Once the document is successfully sent, you may close the side panel.
While the signature is pending from the member, the top of the document displays the notifications Pending Signatures
Next, on the member's end, the document can be accessed by clicking on the link sent to them via email or text message. Please see samples of what it looks like for the member when the message is received:
Email:
Text Message (received with short code 51458):
Once clicked, the document(s) will open in the DocuSign
The member has to fill in the required details requested in the document, and then click on the Finish button. Below is the confirmation the member sees once the document is finished.
Once the member signs the document, it will display All Signatures Completed in green on the document icon.
