DocuSign

DocuSign is one of the most widely used e-signature applications in the world, allowing you to sign documents anywhere from any email-enabled device without overnighting, faxing, or waiting. ClientSpace integrates with DocuSign through an API configuration and the client's DocuSign account information.

Configuring the DocuSign integration comprises the following steps:

1. Configure the API record to enable ClientSpace to log in to DocuSign.
2. Configure the Workflow link for sending documents to DocuSign.
3. Configure the merge template for the DocuSign tags.
4. Upload the merge template to the Merge Admin in ClientSpace.
5. Configure the Email Template, which is the main conduit for the transfer of information between ClientSpace and DocuSign.
6. Test the merge template.
7. Upload the merged file to the Collateral form.
8. Send to DocuSign.
9. Review the uploaded files queue to monitor the status.
10. Notify users of status.
11. Manage any failed uploads.

What's next? When you have the username, password, and endpoint information, you can begin configuring the API. Proceed to Configuring the API Record.

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