This article will walk you through the Docusign Setup and configuration. It is broken out by section to better explain the process.
Inputting DocuSign Credentials:
- Go to Tools > Program Options > eSignature Interface
- In Signature System dropdown, select DocuSign
- Settings are filled in during configuration by WeSuite Team member. ***DO NOT change data in "Values" unless DocuSign APILogin and/or DocuSign APIPwd***
Accessing signing configurations of specific documents:
- Go to Tools > Program Options > Document eSignature Setup
- select document to display signing configuration
Signing configuration items definitions:
| Receipient Type |
"Needs to Sign" = configured during DocuSign configuration by WeSuite team "Needs to Review"* = recipient is required to open/review documents for transaction to be completed "Receives a Copy"* = recipient will receieve a copy of the documents but is not required to complete the transaction |
| Signing Order |
"Sequential" = subsequent signers will be notified to sign only after previous signer has completed signing "Parallel" = signer will be notified and able to sign simultaneously with previous signer |
| Contact Type |
"Main" = data pulled from Customer Screen "Backup" = data pulled from Customer Screen "Billing" = data pulled from Customer Screen "On-Site" = data pulled from Customer Screen "Subcontractor" = data pulled from Customer Screen "Consultant" = data pulled from Customer Screen "General Contractor" = data pulled from Customer Screen "Sales person" = data pulled from System Configuration > User Setup "Manual" = user will be able to manually enter Name and Email |
| Name/Email | Fields to be filled in if specific Name and Email address are to sign/review (conincides with "Contact Type") |
| Region/Office eSign Template |
set up of different configurations for different offices/regions; different workflows in the different regions/offices.
Note: Signers with Receipient Type = "Needs to Sign" CANNOT be deleted |
|
Add Reviewer* |
ability to add a reviewer to the list of signers (coincides with "Receipient Type") |
| Up/Down | change order of which signers sign |
* = Requires DocuSign Enterprise Pro account
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