DocuSign Action

The DocuSign action can be used to send a DocuSign document for signature directly inside a Moxo workspace. 

The signers can open and sign the DocuSign document from directly inside Moxo. If the signers have any questions, they can reach out from the workspace chat section - without ever leaving the workspace. 

Once the signers of the Docusign action provide their signatures, the action will automatically be marked as complete in the Flow section of your Moxo workspace.

 

Create a DocuSign Action

To add a new DocuSign action in a workspace:

  1. Click the ‘+’ icon in the Flow section of the workspace. If you do not not see the menu of icons, scroll down to the bottom of your Flow actions. 
  2. Select DocuSign from the pop up box. 
  3. If this is your first time using the DocuSign action, click Connect and follow the prompts to connect to your DocuSign account. This step will only be required the first time that you are using the DocuSign action.



  4. Once your Docusign account has been authenticated, you will see an option to select Use a Template or Create an Envelope. Select Use a Template if you want to use an existing signature template from Docusign, or select Create an Envelope to set up a new DocuSign envelope from scratch.

  

Create an Envelope 

If you select Create an Envelope when creating the DocuSign action:

  1. You will be prompted to upload a file. Please upload the document that you would like signed, and enter an action title and description. 
  2. Add the signers who you would like to sign the document. Click Next to continue. 
  3. DocuSign will now load inside your Moxo portal. Once Docusign has loaded inside of the your Moxo window, drag and drop the necessary fields into your DocuSign, and click Send.  
  4. A new action will appear inside of the Moxo workspace and be assigned to the signers you specified. 

The Create an Envelope option is only available when creating a DocuSign action in an existing workspace. If you are creating the DocuSign action in a template, you must Use a Template

 

Use a Template

If you select Use a Template when creating the DocuSign action:

  1. You will be prompted to select from one of your existing DocuSign templates. Select the template that you would like to use, and enter an action title and description. 
  2. Add the signers who you would like to sign and receive a copy of the document. Click Next to continue. 
  3. You will then be taken to a page where you can preview the DocuSign document. Ensure all of the information is correct and click Send
  4. A new action will appear inside of the Moxo workspace and be assigned to the signers you specified. 

 

Assignee Experience

When a user is assigned a DocuSign action, they will find it in the Flow section of the workspace. Additionally, users will receive notifications whenever an action is assigned to them, and these notifications will appear in the interaction panel. 

To complete the DocuSign:

  1. Click on the DocuSign action and click Review & Sign.
  2. The DocuSign signer experience will load directly inside Moxo. Complete the signing steps and click Finish
  3. The DocuSign action in Moxo will automatically be marked as completed.