Sending Documents for eSignature with DocuSign

After generating a contract document, you can use DocuSign to send that document, along with any supporting documents, for eSignature. To send documents for eSignature, you can use documents already attached to the record and select the documents from the list of available documents. You can select multiple documents for signing within a single request, then select recipients, set the signing order, customize the subject and message of the email, and finalize the document in DocuSign. You can send a contract document for signature anytime during its lifecycle until activation, i.e. from In Authoring status to In Effect status.

Creating a Template

To create a template to send for eSignature, you can use the DocuSign Template creator console. For more details on creating templates, refer to How do I create a Template? in DocuSign.

Sending a document for eSignature

Open the Contract record.
Click Send for Signature.
Select DOCUSIGN from the "Choose your sending option" popup.
Note:
- The DocuSign option is automatically selected if you checked Default Option for Signature when configuring DocuSign. For more information, see Setting up DocuSign Parameters in Advantage Platform.
- If only DocuSign is active, the "Choose your sending option" popup does not appear, and a page opens to select the documents.
Click Next.
- Select the documents to send for eSignature from the Available Documents list. You can select multiple documents.
- To search for a document, enter the document name in the Search Documents box.
- To change the document's sequence, drag and drop them into the correct order using the Sequence icon () on the left.
- To preview the document, click the More icon () on document thumbnails and click Preview.
- To delete the document, click the More icon on document thumbnails and click Delete.
To add recipients:
- Click Next.
- To add a name, search for contacts or internal users. Selecting a name automatically populates the email.
- Select Signer Type from the drop-down list.
- To add a new signer, click Add Signer.
- To delete a signer, click the Delete icon ().
- Check Set Signing Order to require recipients to sign the documents in a specific order. To change the signer's sequence, drag and drop them into the correct order using the Sequence icon () on the left.
  Note:
  If Set Signing Order is not checked, the documents can be signed in any order.
- If you have the DocuSign Templates Enabled toggle in the Integrations page enabled, you may select a previously created template to use from the Apply Templates dropdown.

Click Next to open a page to review and send the documents.

The email subject and message are pre-populated from the default template if the administrator has toggled the DocuSign Templates Enabled button off. Make changes to the fields if required.

Under Expiration and Reminders section, select the frequency for expiration and reminders.

Note:

Note

The Expiration and Reminders section is displayed if the administrator has toggle the Please set the custom reminder and expiration values button off. For more information, see Setting up DocuSign Parameters in Advantage Platform.


Field	Description
Send a reminder to signers days(s) after receipt	Enter the number of days after the receipt of the document to send a reminder to sign it. For example, if the recipient received the document today and you enter the value as 5, a reminder will be sent to the signer after five days.
Continue to send reminder every days(s)	Enter the frequency, in days, of sending reminders until the document is signed. For example, if the recipient received the document today and the value in this field is set as 2, a reminder is sent every two days until the signer signs the document.
Expire request in days(s) if sent today, it will expire on	Enter the number of days after you send the document for the envelope to expire. For example, if you send the document today and enter the value as 50, the envelope will be valid for fifty days.
Warn signers day(s) before request expires	Enter the number of days before document expiration to send the signer a reminder. For example, if you set the value as 10 and the document is valid for fifty days, an expiration warning will be sent ten days before the expiration of the document.

Click Finalize. This opens the documents inside the DocuSign Console.
Note:
Finalize button is visible only if the administrator has turned the toggle button on. For more information, see Setting up DocuSign Parameters in Advantage Platform
1. Drag and drop the required fields into your document.
2. To associate a field with a recipient, click the recipient's name and drag and drop the required fields into your document.
3. To access any specific page of the document, scroll through it using the DOCUMENTS pane to the right.
4. Click Send to send the document for eSignature.

Note:

Optionally, you may click the Send for Signatures to bypass the DocuSign Console and send the document directly to the recipient. The Send for Signatures button is visible only if the administrator has turned the toggle button on. For more information, see Setting up DocuSign Parameters in Advantage Platform.

After sending the document for eSignature, the contract's status category and status change to "other party signatures" and "in signatures", respectively.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Sending Documents for eSignature with DocuSign

Creating a Template

Sending a document for eSignature

Footer Section

Explore