How to Use eZSign

The eZSign app provides a seamless integration between Zendesk and DocuSign, making it easy to send and manage documents directly from tickets.

The app features two main tabs:

1. New
2. Sent

"New" Tab

In the "New" tab, you can send envelopes in two ways: by Template or by Document.

• Sending by Template

This option uses the templates configured in your DocuSign account, with predefined signature types.

1. Select the desired template.
2. You will be redirected to a confirmation screen where you can review the template title, verify the list of signers, and fill in optional fields such as access code, email subject, and email body.
3. When ready, click Send to dispatch the envelope to the signers defined in the template.

• Sending by Document

This option allows you to upload one or more documents to create and send an envelope.

1. Add recipients by providing their Name, Email, and Role (e.g., signer, carbon copy recipient, or viewer).
2. In the Customize section, configure placeholders (signature fields), signature type, access code, and the inclusion of initials.
3. Once configured, click Send to finalize the process.

Note: Every time an envelope is sent, the corresponding ticket is updated with a tag and an internal note containing the details of the envelope.

"Sent" Tab

In the "Sent" tab, you can view all the envelopes sent from the ticket being accessed. Additionally, you can track the status of each envelope.