S-Drive 2.27 Documentation
Breadcrumbs

E-Signature

S-Drive’s E-Signature feature allows you to send a document directly to DocuSign* and have the signed document returned directly to S-Drive. See E-Signature Integration to configure E-Signature integration.

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Clicking Send for E-Signature takes you to the DocuSign App to complete the process.

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When configuring E-Signature, for each S-Drive object. you can choose to have the signed file returned to the root directory of S-Drive, to the same directory as the original file, or as a new version of the original file.

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*Requires separate installation of DocuSign eSignature for Salesforce, found on AppExchange. More E-Signature integrations coming in future.