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      Export and E-Sign in DocuSign

      Concord's DocuSign integration allows you to export your Concord documents to DocuSign and sign them from there. To leverage this integration, it requires a paid Concord plan and a paid Docusign Enhanced Plan.

      Export Documents from Concord to DocuSign

      • Click Automations>Integrations from the homepage
      • Toggle on next to the DocuSign integration
      • Follow the instructions to grant Concord access to your DocuSign account.
      • The contents of your document will be exported into a new DocuSign draft in your connected account. A new tab will automatically open in your browser to your draft envelopes.

       

      • Once you have integrated DocuSign with Concord, navigate to the document you wish to export.
      • Click File in the document toolbar and select the Export to DocuSign option.


      • You cannot export Concord documents to any DocuSign account other than the account you have connected to Concord.
      • Your browser may block the opening of the document in DocuSign. If a new tab doesn't open your DocuSign account automatically, check if you have a warning message regarding pop-ups. 
      • All exported documents will be saved to Drafts envelopes. 
      • The export to DocuSign button will not be available until signers have been established in your document.