DocuSign Automation Cheatsheet
Want to automate your DocuSign workflows?
USING THIS CHEATSHEET, YOU WILL BE ABLE TO:
- Generate and Send Mail Merges with DocuSign
- Send DocuSign envelopes automatically
- Easily track the completion status of your documents
- Automatically retrieve and rename completed PDF
Look What's Inside
Avoid the time-wasting that 90% of novice DocuSign users make with this simple yet powerful step by step guide. Designed by experts so you get results faster!
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/themes/2150661293/settings_images/3B3QT0LDT52SKqGebDDM_Screen_Shot_2022-05-16_at_7.05.43_pm.png)
Just 1-Click
That's all it takes to create and send documents for signature.
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/themes/2150661293/settings_images/fxBZbagQuKdtMjiBMTLU_Screen_Shot_2022-05-16_at_7.07.57_pm.png)
Track Signatures
Easily track the signature status of each envelope
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/themes/2150661293/settings_images/2Py8lxLuRx3yweuhpgNC_Screen_Shot_2022-05-16_at_7.06.38_pm.png)
Auto-save PDFs
Never have to rename and save completed documents manually. Ever.