You can send documents to DocuSign for signature directly from your Lupl matter.
You will Need:
- A DocuSign Account.
- A Lupl Account.
- Lupl Azure Cloud storage connected to you Matter.
Sending for Signature:
Navigate to the Matter Documents tab of your Matter.
Click the 3 pin menu to the right of the document that you want to send for signature.
Click Send for Signature
Confirm the document you want to send for signature and click "Send to Docusign".
Follow the on-screen prompts to sign into Docusign, select recipients, and send.
Click here if you would like to learn how to send a document for comments.