Docusign
Email to Docusign,
the easy way
ForwardThis is the simple tool that connects your email to Docusign. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Docusign
Create a free account and connect Docusign. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made. Docusign has no way to take these back, so anything that cannot be reversed is shown to you first.
Just forward it
to do@forwardthis.io
Fwd: Happy to go ahead - NDA first
Send the Standard NDA template to Sofia for signature, and tell me who still hasn't signed the Harbourside MSA.
---------- Forwarded message ----------
Delighted, let's get started. Our legal team just needs the NDA in place before we share anything on our side.
Sent Standard NDA for signature
Sofia Bianchi · sofia@meridianstudio.co.uk
Checked Harbourside MSA
Dan Whitlock signed 21 Aug · waiting on Priya Nair
A document sent for signature cannot be called back, so ForwardThis checks with you first.
Some other examples
- “Which envelopes are still waiting on a signature?”
- “Remind anyone who hasn't signed the Meridian NDA yet.”
- “Prepare the Standard NDA for Sofia but don't send it.”
Everything ForwardThis can do in Docusign
Send message
Send a document for signature, or send a reminder
Create draft
Prepare an envelope without sending it
Update CRM record
Void an envelope, or correct a recipient's email or name
Read a spreadsheet
List envelopes awaiting signature
Look up records
Find envelopes by status or date
Read a record
Check who has signed an envelope
Find pages
List the available templates
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Docusign?
- Forward the email to your ForwardThis address with a line naming the template and who should sign, like "send the Standard NDA to sofia@meridianstudio.co.uk". It reads the real template from your account, shows you the envelope with its recipients, and sends it when you say yes, then replies to confirm. The first time, you'll need a free account with Docusign connected, which takes about 30 seconds - that's the entire Docusign email integration.
- Can it send a document for signature straight from an email?
- It sends templates you already have in Docusign, named in your instruction, to recipients you name. It also sends the document attached to your email, if that is easier than keeping a template. If you can't remember what a template is called, ask it to list the templates in the account first.
- Can it prepare an envelope without sending it?
- Yes. Ask it to prepare or draft one and it builds the envelope from the template with its recipients and any details you've given, then leaves it sitting in your Docusign. Nobody is emailed and nothing is sent until you open Docusign and press send yourself. While it's still a draft you can delete it there.
- Can it cancel a document that's already out for signature?
- It can void an envelope, with a reason, which is the honest version of cancelling. Be clear what that means: Docusign emails every recipient to tell them it was cancelled, that second email can't be recalled either, and it does not unsend the first one. Voiding stops the signing, it doesn't rewind it.
- Is there an undo if it gets something wrong?
- No, and that's exactly why it asks first. Everything it can do in Docusign that reaches another person is shown to you before it happens, with the real template name and the real signers on screen. Asking what's outstanding, who has signed and which templates exist changes nothing at all, so those just answer.
Workflows using this integration
Send a document for signature
Send a document out for signature from an email.
Send documents for signature from email
Send documents for signature from email.