DocuSign Tables Overview
DocuSign is an e-signature provider that offers secure electronic signatures for digital documents. Agiloft provides embedded integration with DocuSign and has completed an extensive certification process by DocuSign to verify that the Agiloft API is compliant with all DocuSign and e-signing requirement standards. Before configuring the Agiloft interface to use DocuSign, you need to set up a DocuSign account.
Turning on the DocuSign extension creates several tables, fields, and actions in Agiloft. The Agiloft template has been preconfigured with DocuSign to the extent possible without a DocuSign production account, so these tables and fields are already created for you.
To use DocuSign with Agiloft, you need a Business or Enterprise license for at least one DocuSign user. A DocuSign administrator account is required to complete the initial configuration within Agiloft. Anyone in Agiloft who sends a contract document for a signature via DocuSign needs a corresponding DocuSign user account.
For full details on how to complete the configuration of DocuSign in order to deploy it in Agiloft, please review the DocuSign Users Manual. The manual gives a full, detailed overview of how to use DocuSign and how it works.
Use Case for Signing Contracts
The Standard System Demo is currently configured to use DocuSign with Contract records only, but DocuSign integration can be added to any table in Agiloft by:
- Creating a DocuSign action in that table to create an envelope
- Adding the DocuSign Envelope related table
- Adding the DocuSign Recipients related tables to the other table
In Contract records, the DocuSign process begins when a user presses the Create DocuSign Envelope button on the DocuSign tab of a Contract record. This button runs a DocuSign action, and that action can be edited if you have a different preferred configuration of signers. It is currently set to use one internal signer and up to two external party signers. These fields are on the Details tab of the Contract record and need to be filled in during the contract process.
When the button is used to create the envelope, the user can click the Create & Preview button in the Envelope record to go directly to the envelope in DocuSign and preview everything. If the user approves, they can click Send to launch the signing process.
There are several sample print templates with DocuSign tags available for use as a guide for creating your own contract print templates. Most templates are found in the Contracts table, but there is one template found in the Attachments table. This lone template is simply a page with a tagged signature block.
The tagging process is fully discussed in the DocuSign Users Manual, but to see a sample document in the system, go to Print Templates and open the print template with the title "Hosted Service Level Agreement DocuSign Tags".
This template has DocuSign tags in the Signature area, and the tags are not visible unless you hover your cursor over the text and apply a different text color. The tags are stored in white font color so they do not appear on the final signed document. If you add more signers or change the basic signing configuration, you need to create your own tagged signature blocks.