DocuSign is the leading eSignature solution in the market, offering an e-signature provider that offers secure electronic signatures for documents. Agiloft provides embedded integration with DocuSign, and has completed an extensive certification process by DocuSign to verify that the Agiloft digital documents.
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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
Turning on the DocuSign extension creates several tables, fields, and actions in Agiloft. The Agiloft template in
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To use DocuSign with Agiloft, you will need a Business or Enterprise license for at least one DocuSign user. Anyone in Agiloft who will send a contract document for signature via DocuSign will need a corresponding DocuSign user account. A DocuSign administrator account will be needed to complete the initial configuration within Agiloft.
actions already appear by default.
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
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Use Case
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The system Standard System Demo is currently configured to use DocuSign with Contracts. Note that Contract records only, but DocuSign integration can be added to any table in Agiloft by creating a number of ways:
- Creating a DocuSign action in that table to create an
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- envelope
- Adding the DocuSign Envelope
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- related table
- Adding the DocuSign Recipients related tables to the other table
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For contractsIn Contract records, the DocuSign process begins by pressing when a user presses the Create DocuSign Envelope action button on the DocuSign tab of a contract Contract record. This buttons 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 Contract record and should need to be filled in during the contract process.
When the button is used to create the envelope, the user may can click a the Create & Preview button in the Envelope record to go directly to the envelope in DocuSign and preview everything before clicking the Send button . If the user approves, they can click Send in order to launch the signature signing process.
Further details of this process are provided in the Contract Contracts Table section of this document, also and in the DocuSign Users ManualIntegration topic.
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Document Templates
We have set up a few sample print The Standard System Demo contains several sample document templates with DocuSign tags to use . These are available as a guide for creating your own contract print templates. One template, 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, is on the Attachments table, and the others are in the Contracts table.
The tagging process is fully discussed in the manual DocuSign Users Manual, but to see the view a sample documents document in the system, go to Contracts, then mouse-over the printer icon and click Manage:
Each of the three templates Document Templates and open the 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 mouse 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 will need to create your own tagged signature blocks.The sections below describe the system tables which are related to DocuSign usage.