Overview
DocuSign's eSignature for Salesforce application can be directly integrated with Practifi to send documents for eSignature to external parties. The integration appears as one of the Client management tools available to an Advisor when working with Client records from within Practifi, allowing signature workflows to stay connected to the rest of your client activity. All capabilities of the Salesforce AppExchange app are available to Advisors, with additional details on DocuSign's website.
Send With DocuSign
To send a document for eSigning by a member of the Client Household (and anyone else added to the email recipient list), click the Send with DocuSign link.
This opens a new tab within the Client record where you can attach the document and enter the recipient details. The panel is supplied directly by DocuSign as part of their Salesforce integration.
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