Navigate to module “DocuSign” and click “Send Doc for Signature”. You will have 2 options to send the document for signature.
The “Send DocuSign Template” list would show you the list of DocuSign templates that you have created in your DocuSign account. You may choose the desired template and send it to Accounts/Contacts/Leads/Prospects
The “Send External File” lets you send document stored locally to Accounts/Contacts/Leads/Prospects
You may choose “Add Signer” to send it to anyone other then the CRM entity by simply providing the name and email address.
“Add Signer from CRM” would be the CRM entities (Account/Contact/Lead/Prospect) who would be signing the documents.
“Add Cc” would be the entities who will be kept in the Cc for the reference of the document that would be sent for signature.
“Add Cc from CRM” would be the CRM entities (Account/Contact/Lead/Prospect) who will be kept in the Cc for the reference of the document that would be sent for signature.
A popup appears allowing user to place the DocuSign fields and Signature box before sending
The email gets sent out to the signers for signature.
The Signer opens the link to sign the document.
As the document is viewed or signed, the Activities are being logged in the CRM under the “DS-Activities” subpanel and DS Document Envelope and the Status of the Document gets updated as it gets completed.
Note : Signed document gets saved as a Notes Attachment in CRM which is related to the Document Envelope.
DS-Activities Subpanel : Lists the activities (Viewed/Signed) happened for the document packet by each signer.
Signers Subpanel : Lists the entities involved with the document for Signing and Cc.
DocuSign Fields Mapping
Map the CRM module fields -> to -> DocuSign and DocuSign -> to -> CRM.
DocuSign supported field types:
Textbox, Checkbox, Radio, SSN, Email, Numbers, Letters, Date, ZIP+4, ZIP
Note : “Dropdown” is not supported, as DocuSign Registered API Library fails when a dropdown is placed on the template
Create a mapping of DocuSign Template roles to the CRM modules with fields to be parsed from CRM to DocuSign
Create a mapping of DocuSign Template roles to the CRM modules with fields to be parsed from DocuSign to CRM
Send DocuSign Template and by selecting the template, mapping and modules
The “Practitioner” received the document for signing with the values populated from CRM’s record
The “Practitioner” completes the document by filling up the fields and signing
The “Verifier” received the document for signing with the values populated from CRM’s record
The “Verifier” completes the document by filling up the fields and signing
The “Practitioner” & “Verifier” record in CRM gets updated by the inputs provided during the signing process
Sending Options Available on Accounts/Contacts/Leads/Prospects
“Send CRM PDF Templates” : Choose the CRM PDF Template, which gets parsed and sent for the signature. You can add the Signature box in your template where you want the Signature to be placed.
Use “[DS_BOX]” variable in your PDF Template for capturing the signature on the document.