DocuSign - Send Envelope step

Use the Send Envelope step to send a DocuSign envelope containing documents to sign.

Knowledge of how DocuSign works is required to use the DocuSign integration provided by K2. You may learn more about DocuSign from the DocuSign website at

You can, for example, use the Send Envelope step in an Employee Onboarding workflow to notify the new employee that their contract documents are ready for signing.

Drag the Send Envelope step from the DocuSign category, Favorites bar, or the Recent category onto the canvas.

Example of a Send Envelope step in a workflow