Please note that the DocuSign Word Add-In needs to be installed in addition to Woodpecker & that you need to be logged into a DocuSign account for this function.
To Add the DocuSign Word Add-In, click on Insert > Add-ins > Get Add-ins > Search for “DocuSign for Word”
If there are any issues with this, please contact DocuSign Support at https://support.docusign.com/en/contactSupport
The DocuSign Word Add-In enables you to do the following:
Sign a Document
OR
Request Signatures.
This is done by going to “DocuSign” on the top menu bar within Word and then selecting your desired option.
Signing a Document enables you to use DocuSign’s markup features to add things such as signatures, initials, and stamps to your existing Woodpecker templates.
Once complete, you can email them to several recipients or download a pdf copy of the signed document.
Requesting Signatures will upload your Woodpecker Template to a DocuSign Envelope. Once your document is uploaded, you will be directed to the DocuSign web page in your browser. Once there, you can add multiple recipients & other documents to your envelope before sending it out.
To preview the message or use DocuSign’s markup features before emailing your envelope, click on “Next” at the bottom right corner.
