This Article is for: SideDrawer Console Users
With SideDrawer's DocuSign integration, you can initiate a signature request from a Record in SideDrawer, to be completed using your DocuSign account.
The Record in SideDrawer will store the completed DocuSign envelope, as well as the Certificate of Completion.
NOTE:
Only Admin users will have the ability to initiate a DocuSign signature request.
Initiating and tracking DocuSign signatures is currently unavailable in the mobile app.
Step 1. Initiating a Signature Request
Within a Record, select the document that needs to be signed
The document needs to be in PDF or Word format in order to accept a signatureClick on the action menu (3 dots), and select Request Signatures from the drop-down menu
Step 2. Adding Signers & Message
In the next screen, add the email addresses and names of anyone who needs to sign the document.
The drop-down menu will show all Collaborators on the SideDrawer for you to select, or you can type the email address in the Enter Signers line
In the Full name of signer line, type the signer's first and last name, then click on Add
Adding More Signers
Once you click Add, your first signer's name and email will appear below.
To request signatures from multiple signers, follow the steps above - enter a new signer's email address and full name, then click Add
Repeat until all your signers have been added
Adding a Message
In the line described in item 2, you can type a message that will automatically be included in the body of the DocuSign notification email.
You can also modify the message in the next step from within the DocuSign app.
Once you've selected the Collaborators and typed a notification message, press the Configure and Send Envelope button.
Step 3. Configuring the envelope
Your browser will now open a DocuSign tab.
Please make sure you have popups enabled in your browser!
DocuSign will show the recipients and message that you set up in SideDrawer
If you need to add/edit recipients, or change the message, you can do that in DocuSign
NOTE: Once in DocuSign, you can't add any additional attachments (files, pages) to the file you initiated from SideDrawer.
As the SideDrawer Record doesn't have the additional pages, completing this in DocuSign will cause errors.
Confirm that the details are right - file, recipients, message - then select Next
Use DocuSign's Standard Fields menu to add indicators to the document - where to sign, date, initial, etc.
When the document is ready, select Send
DocuSign will send emails to the recipients, with a link to review and sign the document through the DocuSign platform
Step 4. Locating the completed envelopes
When the signature request envelope is created or sent, it will appear in the Signature Requests section at the bottom of the Record.
The completed document will appear in the File History immediately after completion and will include the addition: "(Executed via DocuSign)" at the end of the filename, along with the time stamp of when it was uploaded.
Although you can't initiate or track a signature within the mobile app, the executed copy will appear in the Record.
Step 5. Locating the Certificate of Completion
From the Signature Request section, clicking on the completed envelope will open the details screen.
Here you can see the entire envelope - the executed file, as well as the Summary ("Certificate of Completion.")
Like other files in SideDrawer, clicking on the "eye" icon will open the file, letting you view the contents within SideDrawer
