Introduction
The ShareDo Docusign integration is designed to present the user with a completely integrated electronic signature experience as part of the Prepare Document journey.
Similar to emails or post, electronic signatures can be made available as a delivery action for documents.
Once the electronic signature process is started:
- The user will be presented with a blade (similar to emails) to potentially override the default electronic signature message that will be sent to the signatories.
- When this is submitted, ShareDo will manage the communication with DocuSign, and the document(s), together with the cover communication (Envelope), will be sent via DocuSign.
- ShareDo will then create a specialist type of expectation that will monitor the status of the signature process.
- When the document is signed, it will be attached to this task for review, and the signed document will be stored within your DMS.
Handling Multiple Signatures
You do not need to add multiple signature blocks when you need multiple signatories on a document. DocuSign will handle the multiples by creating signature blocks for each signatory.
When the document is ready to be sent via ShareDo for DocuSign delivery, the matter handler can add each required signatory (participant).
A signature block for each signatory will be automatically generated based on the order and details provided.
DocuSign will send an email to the first signatory. Once the first signatory has signed, DocuSign will automatically notify the next signatory via email, continuing in order until all signatories have completed the signing process.
Electronic Signature Configuration Steps
Several configuration steps are required to configure electronic signatures within your solution fully.
- Configure your DocuSign account with an application registration for ShareDo
- Configure the ShareDo Linked Service so that ShareDo has access to DocuSign
- Configure the ShareDo Electronic Signature Global Feature
- Configure the Delivery Channel defaults for Electronic Signatures
- Configuring the Delivery Channel for your document
Step 1: Configuring an App and registration key within your DocuSign
This article describes the steps required to set up a development account; however, the process is essentially the same to be able to configure this for a production account.
For ShareDo to be able to communicate with DocuSign securely it is necessary for you to create an application key within DocuSign. To do this follow these steps.
| 1. Log in to your DocuSign account | Go to DocuSign Developers | eSignature APIs & Resources | DocuSign | ||||||||||
| 2. Go to Apps & Keys | This is available under your profile picture via Apps and Keys | DocuSign
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| 3. Register a new key |
Click ADD APP AND INTEGRATION KEY, enter the App Name, and click Create App to create a new key.
Click Save at the bottom of the screen. Your newly added app will appear on the Apps and Keys screen. |
Step 2: Configuring the ShareDo linked service
Once you have completed your App Key registration within DocuSign, you must add these details to ShareDo.
| 1. Enable the Electronic Signatures global feature |
Search for and enable the Electronic Signatures global feature within the Modeller.
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| 2. Add a new linked service |
Go to Managed Linked Services in Admin (under Integrations in the left-hand menu), click Add New, and select DocuSign.
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| 3. Configure the linked service |
Configure the linked service with the following details:
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Step 3: Configure the ShareDo Electronic Signature Global Feature
The DocuSign feature (search for Electronic Signatures under Global Features) is pre-configured with common settings. Review these and consider the following guidance.
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Document Authoring
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Within this section, you can specify the signature Anchor String. This is the text string that you will need to place into your documents to tell DocuSign where to place signatures. You can also add up to four additional DocuSign fields:
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Reminders and Expiration
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Within this section, you can specify how DocuSign will remind users of and later expire signature requests. You can choose to either use your DocuSign account defaults or else override these within ShareDo. |
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Configure Expectations
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By default, ShareDo will manage the receipt of the DocuSign response via the Document Expectation – Electronic Signature work type. This can be customised if required, in which case you would update the information on this screen. |
Step 4: Configure the Delivery Channel defaults for Electronic Signatures
Like the Electronic Signatures feature, the Document Delivery Channel for Electronic Signatures should be pre-configured.
In addition to the generic document channel configuration, review the following settings:
| Subject | This is the default email subject line that will be used by DocuSign when sending a request for signature. |
| Body | This is the default email message that will be sent alongside your document. |
| Output Path | This is the default location where the completed document will be saved within your document management system. |
| Output File Name | This is the naming convention that will be used when the file is received. |
| Output Title | This is the title that will be stored. |
Step 5: Configuring the delivery channel for your document
With all of the above configured, you should now be able to configure the Electronic Signature channel for your document.
This can be done by enabling it via the checkbox. Alternatively, you can override the delivery channel defaults via the configure button.
Demonstration of eSignature and Phase Change Workflow Blocks
Review
This article showed you how to integrate with and configure DocuSign in the Electronic Signature feature.