Onboarding paperwork, signed in the flow.

Docusign is an e-signature platform for agreements and forms.
Pick any document from your Docusign account and add it to an Activity in one click. Team members sign it as part of their training or onboarding, and they can't complete the Activity until they do. Set a default field mapping once, so Docusign fields fill from each team member's Paddl profile, then adjust it for any document as you add it.
Choose whether completed documents are attached to the team member's Activity Record, so the signed copy sits with their training history.
To connect, sign in with your Docusign account on the Connections page.
Docusign
Status
Connection area
Training
Sync type
Two-way
Capabilities
Add documents to Activities · Prefill from team member profiles · Require signatures · Attach to Activity Records
Setup time
Under 2 minutes
Links
Docusign website
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