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Through the DocuSign API, Agiloft can create DocuSign envelopes and send= out documents, which are then signed and returned.
You'll see the following terms in the artic= les about DocuSign:
DocuSign Users: Users in the Agiloft KB who are aut= horized to create and send DocuSign envelopes. A record in the DocuSign Use= r table must be linked to an Agiloft user record in the People table = or one of its subtables.
To integrate with DocuSign, follow the instructions in DocuSign Setup.
After setting up the DocuSign integration, you can create and send out D= ocuSign Envelopes that have their progress monitored by the system. When al= l signatures are received, the system automatically updates related records= and generates a new document. An example workflow is detailed= in the steps below: