π How to Resend a DocuSign Agreement
Also check out π How to Check DocuSign Status in Salesforce
If you need to resend a DocuSign to your client:
- Open the Opportunity record in Salesforce.
- In the upper right action mention of Opportunity, click the drop down menu and click on resend envelopes.
- A new pop up will ask to confirm, click continue
- Another message will confirm the action that it has been resent
(If youβre looking for the step-by-step visual guide, you can also reference the βHow to Resend DocuSign Agreementsβ video.)
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