The CDI DocuSign integration for Laserfiche allows users to easily send documents within Laserfiche for signature through the DocuSign interface and provides organizations with an automatic process for requesting DocuSign signatures from specified recipients.

With this integration, users are able to open documents from Laserfiche, place recipient specific tags (such as signature/initial boxes) in documents and email them out. Recipients will be notified of the signature requirements via email. Once the document is signed, both sent and signed documents are automatically archived in Laserfiche, with the appropriate metadata applied. Users can also add the DocuSign workflow activities to new or existing workflows within the Laserfiche Workflow Designer. Utilizing a DocuSign template, documents can be sent for signature via the workflow process. Recipients will be notified via DocuSign to add their signature to the document.

Features

  • Open documents in the DocuSign editor from Laserfiche
  • Send documents to an individual or multiple recipients.
  • Have signed and returned documents automatically archived
  • Locate signed documents linked and stored in the same location with the original document
  • Easily incorporate signature processes as part of an internal process/workflow
  • Request Signatures using DocuSign Activity Workflow. Drag activities into the designer and configure properties the same way users would use other Workflow Activities
  • Use both the Laserfiche Desktop Client or Web Client
  • Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other Workflow Activities.
  • Taking default email addresses that are in the DocuSign Template and pulls them into Workflow automatically.
  • Signature requests using the Request DocuSign Signature or Request DocuSign Signature with Attachment activities.
  • Retrieval of information from DocuSign envelopes such as form fields and statuses using the Retrieve DocuSign Envelope XML or Retrieve DocuSign Status XML activities.

Resources

Brochure
Video 1

Screenshots

Specifications

Product Edition: V.4.0.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Client 9.0 or higher
  • A Laserfiche Named User License is required.

Pricing

NameIDTypeList Price
DocuSign/Laserfiche Integration with Workflow Activities by CDI

DocuSign/Laserfiche Integration with Workflow Activities by CDI – Annual Maintenance

CD7020

CD7020S

Software

Annual Maintenance Agreements

$2,000.00

$400.00

 

Publisher

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. Proud to be partnered with Laserfiche since 2002, our trusted solutions, built by CDI, have benefited hundreds of Laserfiche users internationally. The CDI suite of products are designed around expanding the functionality of ECM through smarter integration.

CDI’s headquarters is based in Hudson, Wisconsin, and operates satellite offices in Eugene, Austin, Los Angeles, and Seattle.

The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche’s opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.

Address:

2000 O’Neil Road, Suite 150 Hudson, WI 54016

Phone:

(855) 714-2800, ext. 2

Related Posts