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      How to edit a DocMergy generated Document before sending it to Docusign

      Instructions on how to edit a DocMergy generated Document before sending it to Docusign via a workflow

      1. Create a DocMergy action and save the Document in a DocX format
      2. Download the generated Document on your HubSpot record and make your custom edits
      3. Upload the edited DocX Document back into HubSpot on your record (the format can be DocX or PDF).
        • Tip: Clearly label the edited document before uploading it to HubSpot, so you can identify each version
      4. The 'Docusign (Send Attachment)' custom card on the right-hand side of your record will display the latest three attachments. To send the edited version of your Document, make sure the status is 'Currently Selected'
        • If the Document you want to send does not have 'Currently Selected' as its status, update it by clicking 'Actions', then 'Select Attachment'
      5. Send your Document to Docusign with a Docus0ign workflow action