File management
Docusign for your Agent
Flow can find and read files in Docusign, and with read and write access it can save its drafts there.
It asks for your approval before it changes anything in Docusign. Connect by signing in with Docusign.
Connect Docusign in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Docusign.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Docusign.
What Flow can do depends on what Docusign offers through its API and on the access you choose.
Things to ask
Type these to Flow once Docusign is connected.
- Docusign
Find our latest ISO 9001 certificate in Docusign and attach it to the bid.
- Docusign
Save the filled technical offer to the tender folder in Docusign.
About Docusign
Docusign is a digital agreement platform for sending, signing, and managing documents online. It streamlines electronic signatures and automates contract workflows for businesses.
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