DocuSign is an e-signature provider that offers secure electronic signatures for digital documents.
| Companyname |
|---|
| Companyname |
|---|
To use DocuSign with
, 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 Companyname
. Anyone in Companyname
who sends a contract document for a signature via DocuSign needs a corresponding DocuSign user account.Companyname
...
Visit the DocuSign website to read FAQs and whitepapers, watch How-To videos, and learn more about the e-sign infrastructure. For full details on how to complete the configuration of DocuSign in order to deploy it in
| Companyname |
|---|
Use Case
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 a number of ways:
...
Further details of this process are provided in the Contracts Table section, and in the DocuSign Integration topic.
...
Document Templates
There are The Standard System Demo contains several sample print document templates with DocuSign tags. These are available as a guide for creating your own contract print document 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 view a sample document in the system, go to Print Document Templates and open the print document 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.