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Email Documents or Email Communication to Your DocuSign Account - Knowledgebase / Command / Opportunities / DocuSign - GAP Support Team

Email Documents or Email Communication to Your DocuSign Account

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In DocuSign Rooms, there is more than one way to add documents to either your DocuSign Inbox or individual Rooms. In addition to manually adding documents, you have an Inbound Email Address that allows you to email document attachments, and even email content, into your DocuSign Inbox or a Room. 

To learn how to use your DocuSign inbound email address to add documents or email communication to your DocuSign account:

 

 

Before you get started, you will need to identify your DocuSign inbound email address (you also have the ability to edit this email address).

 

 

Add Documents (Attachments) to Your DocuSign Inbox

1. Compose and send an email to your DocuSign inbound email address.

  • Add the documents you want to add to your inbox to the email as attachments.

 

 

The subject line does not matter in this case. The file name, for each document attached, will determine what the document is named in DocuSign.

It takes a few minutes to send to the DocuSign Inbox. The more attachments you add, the longer it takes to load into your account.

 


2. Log in to rooms.docusign.com with your DocuSign login credentials. 


3. Click Inbox, at the top of the page.


4. You will see the document(s) in the list. Right click on the document to view the actions you can take from here.

 

Add Documents (Attachments) to a Specific DocuSign Room

1. Compose and send an email to your DocuSign inbound email address.

  • In the subject line of the email, add a pound sign, #, and the Room's ID Number (Example: #3590767).
  • Add the documents you want to add to your inbox to the email as attachments.

 

 

To find a DocuSign Room ID:

1. Access the DocuSign Room.

2. You will see the Room's ID shown at the top left of the page, under the address.


It takes a few minutes to send to the DocuSign Inbox. The more attachments you add, the longer it takes to load into your account.

 


2. Access the Room, then click the Documents tab.


You will find the document(s) in the list, with the file name determining what the document is named in the Room.

 

Add Email Content to Your DocuSign Inbox

1. Forward the email chain to your DocuSign inbound email address.

  • In the subject line - if you only type #PDF, then the file will be named "Message from xxxxx [xxxxx@kw.com]."
  • In the subject line - if you type anything after #PDF, then that will be the file name, once it pulls into DocuSign.


2. Log in to rooms.docusign.com with your DocuSign login credentials. 


3. Click Inbox, at the top of the page.


You will see the email chain appear as a PDF, in the Inbox. The PDF name will depend in the subject line you used (see step 1).



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