This guide will walk you through the process of using the DocuSign integration in Build.

Step 1:

Start by navigating to the Integrations tab.

Step 2:

Click on the DocuSign integration.

Step 3:

You will see options for lean waivers, change orders, and contracts. Select the document you wish to send.

Step 4:

Click the Send button located at the top of the page.

Step 5:

Ensure your account is connected. If it's not, follow the provided workflow to connect it. Once connected, click on the Template option.

Step 6:

Select the template you wish to send.

Step 7:

If you don't have a template, you can upload a .docx file. This should be the same document you have in DocuSign. Click Upload and then select the template again.

Upload the document that you would like to associate as the template

Select that template to be used when sending the DocuSign

Step 8:

Next, you will need to enter the recipient's name and email.

Step 9:

Add a subject for the email, which will be added automatically, and a message if necessary.

Step 10:

If there are any attachments on the invoice, you will see them here. You can add them if needed. The final step is to click Send. You will see that the signatures are being generated to send to DocuSign.

The DocuSign documents will automatically be sent to the email address you provided. That's all there is to it. Please reach out if you have any further questions.