Overview
BoldTrail BackOffice allows you to integrate DocuSign to eliminate double entry and streamline your document management:
Connect your DocuSign account and access e-signature packages
Navigate through e-signature packages and select documents
Single click document download from DocuSign to your BoldTrail BackOffice transaction
How do I integrate DocuSign with BoldTrail BackOffice?
Within any transaction, go to Documents > Unsorted > Add document > Pull from Docusign > Sign in to DocuSign
Proceed with DocuSign platform login
When redirected back to the transaction page, select Add document > Pull from DocuSign and select the required documents
Once uploaded, your files will appear in the Unsorted folder.
Select the Assign to... option of your document to quickly assign it to the related checklist.