Standard System Documentation

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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
, please review the DocuSign Users Manual. The manual gives a full, detailed overview of how to use DocuSign and how it works.

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:

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Further details of this process are provided in the Contracts Table section, and in the DocuSign Integration topic.

Print Templates

There are The Standard System Demo contains several sample print templates with DocuSign tags. These are available 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.

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