Electronic Signature

DocuSign®

DocLink's integration with DocuSign automates the process of uploading and archiving electronically signed documents like contracts and rental agreements. Here's how the integration works:

1. The document is indexed into DocLink (including contact information for the necessary signers).
2. When the document is complete and ready to be signed, the document is sent to a designated 'approved' workflow status.
3. DocLink uploads the document and signer info to DocuSign and moves the document to a 'pending' status.
4. DocuSign sends the document to the appropriate signers.

   At this point, the document becomes 'locked' so it cannot be altered. It is important to note here no auto indexes can be run against the document from this point forward.

5. When complete, DocLink:
   1. Downloads the document.
   2. Replaces the original with the newly signed version.
   3. Sets it to the Read-Only document status.
   4. Moves it to the 'completed' workflow status.

If a document has been declined, voided, or it has surpassed time to sign (failed), it will be moved to the appropriate workflow status. From there, the document can either be moved out of workflow or back to the initial workflow status for reprocessing.

 

Requirements

DocuSign

A DocuSign Business Pro account.

Public-facing web server and a certificate from a certification authority.

Custom Connection

DocLink

Workflow - A workflow designed for the electronic signature process should be configured. This will tie into the Event & Data Manager workflow document move automation. For detailed instructions on creating a workflow, please see Create a New Workflow.

Event & Data Manager - Most of the configuration for DocuSign is here. A document move automation as well as management options need to be configured.

Service Monitor - A processing log specific to electronic signature can be found under the DocLink Event Service > Management tree. The information here will provide details on the envelope, recipients and the document's status. Corresponding XML data is provided.

 

Configure Event Manager Options

Configure a Document Move Automation