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How to Set Up DocuSign Integration with Assurance
The Assurance integration with DocuSign enables your organisation to get e-signatures on documents from internal and external signers. After the document has been signed, it can then be deposited back into Assurance.
In this article, you will learn about:
- Requirements to Set Up DocuSign
- Adding Your DocuSign Account Details
- Activating the DocuSign Integration
- Using DocuSign Once It Has Been Set Up
Requirements to Set Up DocuSign
To switch on the DocuSign integration for your Assurance site, please open a ticket with Ideagen Policy Logic Support. You will need the following details from DocuSign to complete this request:
- DocuSign Username
- DocuSign Password
- Account ID
- Additionally, you may also add the Brand ID for your DocuSign Account.
Once the Ideagen Policy Logic support team has switched on the DocuSign integration for your Assurance site, complete the steps below.
Adding Your DocuSign Account Details
1. Select the Administration Gear in the top menu
2. Select on the Integration button under the General section
3. Select the DocuSign button
4. Select on the Edit button
5. Complete the blank fields
6. Select the Save button
Activating the DocuSign Integration
Once you are ready to activate the DocuSign integration, select the Activate button.
Using DocuSign Once It Has Been Set Up
To use DocuSign once it has been set up, you will need to add a MergeDoc with a Signing Block to the Register or Form Template you would like to enable DocuSign for. To do so you will need to:
1. Select the Administration Gear in the top menu
2. Select the Registers & Forms Templates button under the Registers & Forms section
3. Select the Name of the Registers and Forms Template you wish to enable DocuSign for.
4. Select the MergeDocs tab
5. Click the button. This will reveal the Create a New MergeDoc screen
6. Select the DocuSign MergeTags tab
7. Select Copy. This will copy the MergeTag to your clipboard which you will then need to paste to the part of the Register and Form Template in the place where you would like the signature option to appear.
8. Paste the MergeTag into a .docx file
9. Select the Upload MergeDocs tab
10. Upload the .docx file by selecting the Add Files button
11. Select the Start Upload button