Export to DocuSign

Concord's DocuSign integration allows you to export your Concord documents to DocuSign and sign them from there.

 

Export documents from Concord to DocuSign

  • In Concord, navigate to your Settings > Personal Settings > Integrations page.
  • Select the DocuSign account by clicking 'Connect'.
  • Follow the instructions to grant Concord access to your DocuSign account.
  • The contents of your document will be exported into a new DocuSign draft in your connected account. A new tab will automatically open in your browser to your draft envelopes. 

 


  • Once you have integrated DocuSign with Concord, navigate to the document you wish to export.
  • Click File in the document toolbar and select the 'Export to DocuSign' option.



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Note:

    • You cannot export Concord documents to any DocuSign account other than the account you connected to Concord.
    • Your browser may block the opening of the document in DocuSign. If a new tab doesn't open your DocuSign account automatically, check if you have a warning message/icon about pop-ups (mainly near the website address). 
    • All exported documents will be saved to 'Drafts' envelopes. 

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