Setting up a Docusign integration is easy. You just need a Docusign account!
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Note: Once the Docusign tile is activated it can not be deactivated.
Docusign setup:
1. Click on the Settings button and Select Apps & Integration
2. Click the account you'd like to integrate with. The Docusign Test is only for Developer accounts, otherwise, click on Docusign Live to set up the integration.
Note: We also integrate with a few other E-Sign providers too!
When you click either Docusign tile, you'll click 'Add Integration' before being asked to log in via OAuth 2.0.
Once you've logged in, you can access your Docusign templates by adding an E-Sign Module to any Enboarder Sequence.
Templates available in Docusign:
The same templates are shown in Enboarder:
When you select the template, you are able to map fields from Enboarder to pre-populate fields in your Docusign templates.
Document roles
You can map stakeholder details to defined Document roles that you have configured in your Docusign template:Stakeholders added in Docusign:
These stakeholders are shown in Enboarder:
Fields
You can also map tokens from Enboarder to pre-poulate Text fields in your Docusign template.
In Docusign, simply drag a text field type into the relevant location in your document. TIP: When doing this, change the Data Label to be something clear to you.
Once you have saved these Text fields in your Docusign template, you'll see these available in Enboarder to map fields to:
Once you've saved the mapping, you'll see how many fields are mapped:
How this works:
In your workflow, add the E-sign module into the sequence where you need to have the documents completed
When the stakeholder opens the sequence that you have added this into, this will trigger Docusign to send an email to the stakeholder to advise that they need to complete the Docusign document
NOTE: If you want the Docusign template to trigger without relying on a stakeholder to open a sequence, then you can create a sequence for a system stakeholder (e.g a Fixed stakeholder called System Action), turn the Notification sequence link URL off, and when this sequence triggers, the Docusign process will begin.
Once this triggers, Docusign will send an email to the stakeholder
When the stakeholder opens this, they'll open the document, and have all mapped fields that were sent from Enboarder auto populated.
Once the Docusign template has been signed, this will be shown within the employee's workflow report.
Send multiple templates in a single request (Bundling)
Enboarder can bundle multiple templates in a single request.
To do this, edit the sequence that contains your E-sign module. Click into the Settings tab, and select Bundle all e-signing modules into one envelope.
NOTE: On selecting this, the system will send all e-sign document templates in single envelope. Docusign will merge all documents into single PDF and send to the user for signing.
Got questions? Reach out to the support team by clicking the '?' button at the top right of any Enboarder page!
