Export to DocuSign

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

 

To export documents from Concord to DocuSign: 

  1. In Concord, navigate to your Settings > Personal Settings > Integrations page.

  2. Select the DocuSign account by clicking Connect.

  3. Follow the instructions to grant Concord access to your DocuSign account.

  4. Navigate to the document you wish to export.

  5. Click File in the document toolbar and select the 'Export to DocuSign' option.

    export_to_docusign_.png

  6. Click Connect

  7. 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. 

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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