You can now manage document signing workflows for your users directly from Deskpro with our DocuSign App integration.

With DocuSign you can:

• Automatic User Matching: Deskpro users are matched to DocuSign recipients using their email address.

• Manual Matching Option: If no match is found, you can link a DocuSign user manually.

• View Document Status: See all envelopes (documents) linked to the user, including whether they’ve been completed.

• Send New Documents:

  • Choose a DocuSign template.

  • Select recipients (Deskpro autofills the current user’s email, but you can add more).

  • Add a subject and message.

  • Send directly via email from Deskpro.

This makes it easier for agents to track and send signature requests without ever leaving the help desk.