To send documents to a recipient for them to sign through the DocuSign integration, follow the steps below:
From the matter file history, locate the document you want to send.
Select the Action Options, then click Share for eSignature.
From the list of contacts, select the recipient(s) you'd like to receive the document.
Note: To add additional recipients, click Add Recipients.
The recipient receives an email with the option to sign the document, and you'll received an email once its signed.