The DocuGen Sign integration recipe will allow you to automatically send a document for signature once you update a status column:
- In the DocuGen Sign item view, go to the "Automation" accordion and note down the view ID:
- On your board, click the "Integrate" button at the top right:
- In the integration center, search for "DocuGen Sign"
- In the integration recipe's "View ID", fill out the view ID you noted in the first step:
Don't forget to click "Add to Board" once you've completed the integration recipe.
That's it! You are now ready to use DocuGen Sign!
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