Requesting a DocuSign Signature on a Laserfiche Document
This topic focuses on how users can request a DocuSign signature from with a Laserfiche repository. If you are an administrator focused on setting up the integration, please see the Configuring DocuSign Settings topic for more information.
You can send documents in Laserfiche to DocuSign to be signed. Laserfiche will export the selected documents to DocuSign. Designated recipients will receive an email message notifying them that documents are awaiting their signature. If you have configured Laserfiche to store information from DocuSign in the document, that information will be updated once the document has been signed, declined, voided, sent, or delivered; see Configuring DocuSign Settings for more information.
Enabling the DocuSign Integration
Before you can request a signature, you must associate your Laserfiche user account with a DocuSign account. To do so, log in to Laserfiche and go to the repository. In the upper left corner, click your user name and select Options. Select Advanced, and then provide your DocuSign email address and password in the DocuSign Account section. Click Validate to validate your credentials.
Requesting a Signature on a Document
- Select one or more documents in the Folder Browser.
- Click the More Actions (
) button, then click Request Signature with DocuSign. - In the Documents section, you will see a list of the documents that you have selected to send to DocuSign. Click + Add Document to append additional documents to the DocuSign envelope. When you have multiple documents, reorder documents by dragging and dropping the icon.
- To remove documents from the envelope, hover over a document and click the red x.
- In the DocuSign Template drop-down list, select the appropriate DocuSign template. DocuSign templates define signing instructions for specific sets of documents.
Note: Make sure that the number of selected documents and document order is compatible with the desired DocuSign template.
- The Recipients section will contain one or more rows. Specify the name and email address of each person from whom you want to request a signature. Laserfiche can access your DocuSign Address book to facilitate auto-completion of names and email addresses.
- In the Message tab, customize the contents of the email notification. A default subject and message may be associated with the template.
- Click Request Signature to send the selected documents to DocuSign. Designated recipients will receive an email message from DocuSign asking them to review and sign the submitted documents.
Note: Depending on the selected DocuSign template, some recipients can be left blank. Required recipients are marked and must be filled in before sending to DocuSign.
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