Installing the Lumin app
Head to the Zendesk Sell Marketplace.
Search Lumin.
Then, click Install.
Confirm permissions by selecting the account or workspace in which you want to install the app.
Then, click Sign in with Lumin.
Sign in using your Lumin account credentials.
Click Allow access.
Finally, click Install.
How to use Lumin in Zendesk - Sell
Select a lead, contact, or deal.
Click on the Upload Document button.
Drag and drop your file in the upload field or click the Upload button.
Prepare the document:
Select a due date
Add the signer(s) and/or viewer(s)
Then, click Send to dispatch the document for signatures.
View document:
To view the document, go back to the contact detail page and click Refresh to get the latest document and their status.
