Our DocuSign integration is designed to save you time and reduce manual effort by enabling you to generate customized document suites and envelopes for multiple recipients simultaneously within your Merge workflow.
Step 1: Prepare Your Template Documents
To ensure smooth setup, use unique, descriptive, square-bracketed placeholders (e.g., [Signature_2_Sign_here], [Signature_2_Name]) in your document’s signature blocks. These placeholders indicate where signing fields should be placed. When you upload your document, these placeholders will be automatically extracted into your data table.
Step 2: Set Up Your Data Table
After uploading your documents and extracting placeholders:
Add email columns—one for each signer.
For example, if your document has two signers, you’ll need two email-type columns.the email and name columns for each recipient.
These fields are essential, as they define the recipients’ identities and contact information.Leave other signature placeholder columns blank—these will be filled during the signing process via DocuSign.
Note: Each row corresponds to an entity for which you want to generate a suite of documents and Docusign envelopes for. Completing a row will result in the creation of a separate set of documents and envelopes for that entity.
Step 3: Map DocuSign Fields
To begin mapping:
Click the “DocuSign” button in the toolbar to open the configuration dialog.
Map the appropriate table columns to the recipient fields. For example, my document has two signers, so I will first map the relevant columns to the first recipient and then the second.
Needs to Sign Fields (for each recipient):
Name → map to the recipient's name column
Email → map to the recipient's email column
Signature → map to the corresponding signature placeholder column
Optional fields you can also map:
Printed Name
Signed Date
Initials
Company
Title
Receives a Copy Fields (for CC recipients):
Name → map to the recipient’s name column
Email → map to the recipient’s email column
Step 4: Choose Signing Order and Add Recipients
Click + Add Recipient to include additional signers or CCs.
Once multiple recipients are added, a "Set Signing Order" toggle becomes available:
ON (Sequential Signing): Recipients sign in the order listed. CC recipients receive the document only after all signatures are collected.
OFF (Parallel Signing): All recipients can sign at the same time. CCs receive the document after the last signature is added.
Use drag-and-drop to adjust the signing order when sequential signing is enabled.
Step 5: Customize Your Envelope
You can include a custom subject line and message to personalize the envelope sent to recipients.
Once you click Save:
A DocuSign icon appears next to each mapped column, confirming a successful connection.
Greyed-out columns indicate non-editable fields that will be completed by the recipient during signing in DocuSign.
Step 6: Generate and Locate Your Envelopes
Once you've mapped your columns and completed your table, click Save to generate your documents and envelopes. You can find the generated envelopes in your File Manager.
👉 Check out this article to learn how to send them.