DocuSign Integration

Overview

Core offers the electronic signing feature for documents by partnering with DocuSign, the world leader in digital signing called eSignature, to automate your agreement and negotiation process. You can connect your company’s DocuSign account with Core to send documents, contracts, estimates, time and expense entry reports, and general reports for digital signing to any external clients, other Core employees, vendors or any contacts. Connection settings and default email details can be configured in the Integration screen for DocuSign. Click to watch this video on integrating Core with DocuSign.

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Core has the ability to intelligently place default tags on documents when sending them out for eSignatures by scanning them for any embedded tags or placing a select few tags at the bottom of the last page. If no embedded tags are found, Core positions the Signature, Name, and Date Signed tags at the bottom of the last page. You still have the option to preview and adjust the placement of the tags in the documents. You also get to choose where to save a copy of the documents after they have been signed, including the main Documents screen or the Documents tab of the relevant screens. Core automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. For now, you can send estimates, budgets, documents and reports to be reviewed and signed electronically via DocuSign.

Note: This is a company-level integration where the Core administrator connects the company’s DocuSign account to Core by providing the account login credentials. Then other Core users are able to send documents to their contacts for electronic signing.

Field Descriptions

Basic Tasks

Connect to DocuSign

Specify Sync Settings

Field Descriptions

Field Name Field Description
DocuSign Settings >
Account Name of the company DocuSign account, say BQE Software.
User Name of the Core user setting up the company DocuSign account.
Email Email ID of the user associated with the login of the DocuSign account.
Email Details   Here you can set up a default template for the DocuSign emails sent to the recipients. You can either set one default for all types of documents or a different default for each type. These can still be adjusted at the time of sending the DocuSign emails. Core allows you to set the email template for:
  • General
  • Documents
  • Budgets
  • Estimates
  • Time Entry
  • Expense Entry
  • Reports
Subject The subject line of the DocuSign email being sent.
Message The message or body of the DocuSign email being sent to the recipients.

 

Connect to DocuSign

You can connect your company’s DocuSign account with Core to start sending documents and reports collecting eSignatures (electronic signatures) for your contacts. For that, you first need to connect with your DocuSign account here.

To connect to DocuSign, watch this video or follow these steps:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.


    2. On the Integrated Products tab, click Connect on the DocuSign row. For details, check Integrations: Connect to DocuSign.

Specify Sync Settings

Core provides you the ability to integrate with your DocuSign account and be able to send documents and reports for esignatures to your clients and other contacts. But before doing that, you must review the connection rules and settings.

To specify your connection settings for DocuSign, watch this video or follow these steps:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.

    1. On the Integrated Products tab, click DocuSign on the grid (if you are already connected; else you have to connect and sign in first).

    2. On the DocuSign Settings screen, select the default third-party connection settings, as needed. Check Field Descriptions above for details.

      • Account
      • User
      • Email

    1. Next, select the tab for which you want to set the Email Details. Check Field Descriptions above for details.

      • General
      • Documents
      • Budgets
      • Estimates
      • Reports
      • Time Entry
      • Expense Entry
    1. Enter the required information. Check Field Descriptions above for details.

      • Subject
      • Message
    2. Click Save Settings.

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