We integrated Docusign into our system to easily upload and send documents for electronic signature to your users. With one click, they can access the document and start the document signing process on virtually any internet-enabled device, including our app.
Tabs and simple instructions will guide them through the signing process. Your electronic signatures are secure, legally binding, and widely accepted for most business transactions around the world.
For more information on Docusign, please see their website: https://www.docusign.com/products/electronic-signature/how-docusign-works
*Note: you need an Intermediate API Docusign-account to use this feature.
Step 1. Go to ‘Signing’ in the menu.
Step 2. Click on the ‘Send New’ button and a new page will open.
Step 3. Select the user that you want to receive the document in the dropdown menu.
Step 4. You can choose to upload a new PDF-file or select a previously uploaded file that you saved as a template.
Uploading a new file
Select the ‘Upload file(s)’ option.
If you will send this same document to other users in the future, you can save it as a template and simply select it the next time you need to send it instead of uploading it every single time. To do this, check the ‘Save file as template’ checkbox.
Finally, click on ‘Upload file’ and navigate to the desired PDF-file on your computer. Select it and it will be uploaded to Appical.
Select template
If you have created a template already and want to use it again, choose ‘Select template’
Step 5. *If email flow is enabled*
You can customize the email that will be sent out to the user. Write the desired subject at the ‘Email subject’ textfield and the body text at ‘Email body’.
Step 6. Add the recipients that will receive an email with the signed document by clicking on the ‘Add Recipient’ button. Fill in a name and an email address. You can add multiple recipients.
Step 7. Click on 'Send' and a pop up will appear with the Docusign screen.
Follow the instructions from the Docusign tutorial (see link below) to add fields to your PDF . Drag and drop DocuSign fields to indicate where you need a signature, initial, or date. You can also add standard or custom fields for signers to fill in. Then click Send. DocuSign emails a link to each recipient which they can use to access the document. Once the document is complete, it’s stored securely for easy retrieval.
Adding fields tutorial: https://support.docusign.com/en/guides/ndse-user-guide-send-a-document