Using the DocuSign integration is easy.

While chatting with your WhatsApp contacts, the Tuvis panel uses the powerful DocuSign tools with only one click of a button.


Send document

  1. In the Tuvis panel, click the Actions button (𓃑) > 'Send DocuSign'

  2. Select the document template you would like to send and click on 'Send Document'.

  3. Fill in the information needed to send the document and then click on 'Send

    document'.

Check the envelope status

  1. In the Tuvis panel, click the Action button (𓃑) > 'DocuSign envelopes'

  2. After you will be able to see the status of the document you sent, who is still missing to sign, who received the document, etc

Did this answer your question?