With DocuSign for SharePoint Online, you can send documents for signature directly from a SharePoint Online document library.
1. Go to a SharePoint Online document library and select one or more documents.
2. The DocuSign actions can be used from the horizontal navigation bar. Click DocuSign or click the ellipsis (three dot) menu to scroll to DocuSign.
3. Choose Get Signatures.
4. If prompted, log in to DocuSign. DocuSign opens in a new browser window. To close the login window at this point, select RETURN TO DOCUSIGN FOR SHAREPOINT.
5. In the DocuSign window, the selected documents are automatically included in the new envelope. You can add or delete documents. (Selected documents have to be in PDF Format)
6. Complete the sending process as you normally would on DocuSign.
Important: If you have multiple documents that need to be signed by the same recipient, they can all be sent in the same envelope. Make sure that these are all in the same folder, as DocuSign does not allow you to select different files from different folders.