What is DocuSign integration?
DocuSign integration allows you to request DocuSign eSignatures via email after your form is submitted.
Create a New Integration
On your form's "Integrations" page, click the integration for "DocuSign". Then, click the "Get Authorization" button to authenticate and connect with your DocuSign account. You'll be asked to log in to your DocuSign account if you're not already. When you're finished, click the "Save" button.
Collecting DocuSign Results
When a form user completes your form, the documents and signer's information from their result will be sent to your DocuSign account and eSignatures will be requested via an email sent by DocuSign. The documents for signing can be Results Docs or a DocuSign Template. You can request eSignatures from up to 10 signers.
When DocuSign Template is selected as Document Source, you can choose one of the templates from your DocuSign account and assign Roles to the signers. DocuSign uses template configurations such as documents, roles, signing order etc. to request eSignatures via email.
When Results Docs is selected as Document Source, you can configure up to 5 Results Docs for signing. For customized Results Docs, it's recommended to use AutoPlace in your documents to capture eSignatures and initials at a specific position in your documents.
Supported AutoPlace are:
- \s\ (signature)
- \i\ (initial)
- \d\ (date of signing)
- \n\ (full name)
- \e\ (email address)
- \t\ (title)
Multiple AutoPlace must be separated by a comma e.g. \s1\,\i1\,\d1\. If AutoPlace is not configured, the integration will automatically add a new page at the end of your documents to capture eSignatures.
For a system generated Table PDF Results Doc, the integration will always add a page at the end for eSignatures. You may specify a signing order for the signers so your documents will be signed in a specific order.
Enable the "Request new eSignatures after Results Table edit" setting to request new eSignatures when a result is edited.
Tips and Troubleshooting
It's best to use DocuSign Templates for requesting eSignatures on static documents.
For best performance with Results Docs, use a PDF rather than a DOCX and use as few pages as possible.