Send a document for signature from your board

Using DocuGen Sign is easy. This article assumes that you configured a DocuGen Sign item view and added the DocuGen Sign integration recipe. 

1. Make sure that the signer columns are filled out. Signer columns are Email columns that DocuGen Sign uses to decide where to send the document for signature. Signer columns are defined in the "Signers" section of the configuration.
2. Make sure there is a document to sign. If you set up DocuGen Sign to use an uploaded file, you don't need to worry about this step. However, if you set up DocuGen Sign to use a Files columns as the source of the document, make sure the Files column contains a .docx or PDF document.  DocuGen Sign will send the last uploaded file for signature.
3. Send the document for signature. Update the status column used in the integration recipe. This will send the document for signature to the signers. 

Facing any issues? Reach out to us by email (support@docugen.io) or through the chat button at the bottom of the DocuGen item view.