DocuSign
Send generated documents automatically for Signing.
Docusign is the world’s leading platform for digital agreements. You can now send the generated documents automatically to DocuSign for signing.
Configuring a new DocuSign Delivery
In template details page, open Deliveries > Add new delivery > DocuSign. This opens DocuSign delivery configuration page.
Give your delivery a name for easier identification on what this delivery does
Select DocuSign Account. (Link one if not already linked by using the + icon beside the account selection dropdown)
Enter Email Subject and Email Message (optional):
This information will be sent to recipients mailbox by Docusign
Configure Recipients:
The recipient entries should match anchor tags placed in your template. For example, if your template has
\s1\and\s2\anchor tabs configured (read more about how to add anchor tabs), ensure there are 2 signers configured in your delivery.Recipient Roles:
Need to Sign (Signers) - A recipient who must sign, initial, date, or add data to text tabs on the documents in the envelope.
Receives a Copy (Carbon Copy) - a recipient who gets a copy of the envelope but don't need to sign, initial, date, or add information to any of the documents. This type of recipient can be used in any routing order. Copy recipients receive their copy when the envelope reaches the recipient's order in the process flow and when the envelope is completed.
Allowed to Edit (Editors) - a recipient who has the same management and access rights for the envelope as the sender. They can make changes to the envelope as if they were using the DocuSign's "Correct" feature. This recipient can add name and email information, add or change the routing order, and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and text tabs for the remaining recipients. The recipient must have a DocuSign account to be an editor.
Both Email and SMS delivery can be configured for Signers and Copy recipients. (since Version 2.1. Older version supports only Email delivery)
Only Email configuration is allowed for Editors.
Enable optional recipients, if necessary (read more)
Configure Expiry (optional) - configure the expiry date of the envelope in days. After the expiry, the envelope status changes to Voided and it can no longer be viewed or signed by recipients (read more)
Configure custom anchor tags (advanced, optional)
You can get a sandbox account for testing purposes for free https://developers.docusign.com/
Place Automatic Anchor Text in a Document
Automatic anchor text is a feature that allows text to be used in documents as a placeholder for signature, initial and other tags for a particular signer.
When creating or editing a document, type the automatic anchor text in the appropriate location in the document.
After typing the anchor text, change the color of the anchor text to white or to the background color of the document. This way, the anchor text does not appear when the document is viewed, making the anchor text invisible to the recipients of the document.
In the following example, anchor text is added to place an initial, signature, name, title, and date signed tags.The text has been highlighted so it can be viewed.
The following table shows the default automatic anchor text used for different DocuSign fields (formerly tags). This is the text typed in documents as a placeholder when creating and saving the documents.
Field Type | Signer1 | Signer2 |
Signature | \s1\ | \s2\ |
Initial | \i1\ | \i2\ |
Date Signed | \d1\ | \d2\ |
Name | \n1\ | \n2\ |
Title | \t1\ | \t1\ |
Attachment | \attachment1\ \attachment1_2\ \attachment1_3\ | \attachment2\ \attachment2_2\ \attachment2_3\ |
Attachment Required | \attachment1_req\ \attachment1_2_req\ \attachment1_3_req\ | \attachment2_req\ \attachment2_2_req\ \attachment2_3_req\ |
Text Box | \tbx_1_text\ \tbx_1_2_text\ \tbx_1_3_text\ | \tbx_2_text\ \tbx_2_2_text\ \tbx_2_3_text\ |
Text Box required | \tbx_1_text_req\ \tbx_1_2_text_req\ \tbx_1_3_text_req\ | \tbx_2_text_req\ \tbx_2_2_text_req\ \tbx_2_3_text_req\ |
IMPORTANT: You MUST NOT use the automatic anchor text in ANY other location in the document, unless you want DocuSign to add the fields (formerly tags) in that text location.
Note: While using tags, please not to leave a space after the tag if it is at the end of the line. Backslash at the end of the tags interfere with the token in the next line leading to nullification the token as plain text.
We will be supporting more field types in the next release.
Optional Recipients
Activate the optional recipients feature in DocuSign delivery to bypass invalid recipient entries.
For instance, as illustrated below (screenshot), John Realtor sets up a generated lease agreement to be sent to new tenants. He configures three tenants and himself as signers. The tenant count may vary. If a property is leased to only two individuals, the data for tenant_three_name and tenant_three_email can be omitted. Without the optional recipients feature enabled, the delivery fails since DocuSign requires valid data for all recipients. When enabled, Docupilot omits sending invalid recipient details to DocuSign, ensuring successful delivery.
Upgrade to Version 2.1
All DocuSign deliveries that were created prior to Oct 18th, 2023 use a legacy integration (v2.0) and post that date use latest version.
We recommend you to test thoroughly after migration and reach out to support@docupilot.app if you have any concerns regarding the upgrade
While most of the functionalities are backward compatible, here is one important change that needs to be considering during upgrade:
The signature placement by DocuSign has been corrected (moved up by 21 pixels) to work better with the new upgrade
Similarly, the initials placement also has been updated (moved up by 16 pixels)
Read more about the update from DocuSign here.
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