This section lists terms and their definitions for DocuSign and Adobe Sign integration applications.
Term
Definition
Auto- Provisioning
Allows non-registered DocuSign users who are logged into a Salesforce org to send a document for signature.
Envelope
A container to send one or more documents for signature using the DocuSign system. Envelopes can contain multiple documents and can be sent to several recipients.
Finalize in eSign Server
A feature that allows you to open the envelope inside the DocuSign console.
In-Person Signers
Indicates that the signer is in the same physical location as a DocuSign user who will act as the signing host for the document signing.
On Behalf Of
Sending an eSignature envelope on behalf of an eSign user. This feature is usually restricted to admins.
One Click Send
Enables users to send an envelope for eSignature without needing to go through the various eSignature screens. Users can directly send documents to default recipients or Primary Contacts with a single click without configuring additional attachments or recipients.
Reminders and Expiration
Enables the administrator to set the default validity and frequency of an eSignature request.
Routing Order
Dictates the order in which multiple recipients will receive the document for signatures.
Signer Groups
Enables the admin to create a group of multiple users that can be used as recipients. The document can then be sent to the entire group for signing.
Signer Roles
Enables the users to make the tagging order explicit.
Tagging Orders
The order in which the recipient's signer tags will appear on the document to be signed by the signers
Tags
Locations in a document where the recipient needs to take action and provide information for the recipient.
Wet Signature
To manually sign an eSignature envelope and fax it.