DocuSign is an electronic signature (eSignature) solution that integrates with and can be used for a variety of document or contract management needs.
Through the DocuSign API, can create DocuSign envelopes and send out documents, which are then signed and returned.
You'll see the following terms in the articles about DocuSign:
DocuSign Users: Users in the KB who are authorized to create and send DocuSign envelopes. A record in the DocuSign User table must be linked to an 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 DocuSign Envelopes that have their progress monitored by the system. When all signatures are received, the system automatically updates related records and generates a new document. An example workflow is detailed in the steps below:
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