Unity Feedback and Ideas

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Docusign: Allow for Individuals to Send the Documents

Hello,

We are a larger multi discipline firm and thus our DocuSign platform has multiple Lawyers in it. The issue we are having now is that the current DocuSign integration configuration sends the documents from the admin account and does not recognize that there may be other named accounts. I'd like to see the same setup as we've seen with MS Teams where a list of Lawyers/ Accounts are presented as options for the DocuSign documents to be sent from. Have the documents being sent from the Lawyer and the Meeting being sent form the same lawyer is the ideal integration for video + signing integration.

  • Guest
  • Oct 19 2021
  • Planned
Enhancement
  • Attach files

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