Once the Docusign integration between Tomorro and Docusign has been set up, you can choose the redirect page in Docusign.
There are two options for this redirection:
To the envelope configuration page
To the document configuration page
👉 This configuration must be performed by every user who sends contracts for signature via the Docusign integration.
✉️ Redirect to envelope configuration page
From Tomorro, you go directly to the page enabling you to:
Configure addressees: add copy recipients, for example.
Choose a signature order from among the signatories indicated in Tomorro,
Choose the content of the subject line and a personalized message if required.
This is the Docusign page to which you will be redirected:
🛠️ Redirect to the document configuration page
From Tomorro, you'll be taken directly to the page where you can :
Position signature zones
Add Docusign custom fields for signatories if required
This is the Docusign page to which you will be redirected:
It is of course possible to return to the previous step also from Docusign if required, before sending the envelope.