# Sending Documents for Signature

The DocuSign integration feature enables you to automatically send generated documents for e-signature directly via DocuSign, using predefined signature fields and recipient mappings.

> Kind: Guide · Updated: Jul 4, 2026

## Introduction

The DocuSign integration feature enables you to automatically send generated documents for e-signature directly via DocuSign, using predefined signature fields and recipient mappings.

This works in combination with three key additions to your document generation configuration -

- Recipient Resource - This defines the recipient of the generated PDF. It includes the recipient's name, email, and any other necessary details.
- Insert Form Field Action - This allows you to insert a signature field directly into the Word document template. It determines the position of the signature within the document and links it to a specific recipient.
- Signing Settings - Control the order in which recipients are notified and the branding applied to the signing email.

## Prerequisite

Before using this feature, ensure your DocuSign account is connected.

Navigate to Salesforce → Document Generation → Integrations Tab and connect your DocuSign account. This step is mandatory for the integration to function.

![](https://media.help.cloudfiles.io/dg-docusign-integration-for-word-based-document-generation-sf/01.png)

## How to Use This Feature

Follow these steps to configure recipients and signature fields -

### 1 - Create a Recipient Resource

Start by adding a new recipient resource. This resource should include all relevant recipient details — especially the email address where the DocuSign request will be sent.

Each recipient can be added as a Signer or as Carbon Copy. Carbon Copy recipients receive the signed document by email but are not prompted to sign.

![](https://media.help.cloudfiles.io/dg-docusign-integration-for-word-based-document-generation-sf/07.png)

### 2 - Insert a Form Field Action

- Open your Word template in the document generation configuration.
- From the Insert Form Field Action dropdown, select the Signature field type.
- Choose the intended Recipient to whom this signature is assigned. This ensures that when the document is sent, the correct person receives the email and is prompted to sign.

![](https://media.help.cloudfiles.io/dg-docusign-integration-for-word-based-document-generation-sf/03.png)

### 3 - Visual Placement of Signature Field

Once inserted, a placeholder form field with the word "signature" will appear in your document. This field marks the approximate location where the DocuSign signature box will appear.

![](https://media.help.cloudfiles.io/dg-docusign-integration-for-word-based-document-generation-sf/04.png)

> The actual rendering may vary slightly, so we recommend testing a few documents to ensure the signature appears at the ideal spot.

### 4 - Configure Signing Settings (Optional)

Signing settings apply to the recipients you created in step 1 and control how the signing request is sent. Both settings are optional.

- Signing Order: By default, all recipients are notified at the same time. Enable signing order to notify them in sequence, then give each recipient a number. Recipients with a lower number are notified first, and recipients with a higher number are notified only after the earlier ones finish signing. Recipients who share the same number are notified together. For example, with A=1, B=1, C=10, D=100, recipients A and B are notified first, then C once they finish, then D. You can drag recipients into order or type a number for each.

![](https://media.help.cloudfiles.io/dg-docusign-integration-for-word-based-document-generation-sf/05.png)

- Brand ID: Set the envelope Brand ID to apply DocuSign branding to the signing email. The brand controls the colors, logo, and email template your recipients see when they open the request.

![](https://media.help.cloudfiles.io/dg-docusign-integration-for-word-based-document-generation-sf/06.png)

### 5 - Triggering DocuSign

When you generate a preview or finalize the document, a call is made to DocuSign. The system will:

- Generate the PDF.
- Send an email to the designated recipient with the PDF attached for signature.

> You can assign signature fields to multiple recipients in the same document.