The DocuSign® Integration by Cities Digital provides organizations with a simple way to sign and send documents for signature without disrupting existing processes. Coupled with Laserfiche Workflow, the integration can significantly improve efficiency in signature processes.
The DocuSign® Integration by Cities Digital allows users to easily send documents stored in a Laserfiche repository out for signature through DocuSign®. Users will be able to open documents from Laserfiche in the DocuSign interface, place recipient specific tags (such as signature/initial boxes) in documents, and email them from DocuSign accordingly.
After sending, the recipients will be notified by DocuSign® of the signature requirements via email. The original document will remain in DocuSign®, with the appropriate metadata applied as the document progresses through the DocuSign® signature process.
The DocuSign® Integration includes two applications to configure with Laserfiche; the Connect Listener and the DocuSign® Client Integration. In order for the Connect Listener to function, there must be a web server available in-house to host the Integration. This web server requires an external IP address so that DocuSign® can send status notifications. Another requirement of the Connect Listener includes purchasing a Single-Name SSL Certificate to provide encryption and authentication for the Integration.
With the DocuSign® Client Integration, it allows a user to connect to DocuSign® within the Laserfiche Client. Users will be able to send a document to DocuSign through clicking on the Integration icon in Laserfiche.
The DocuSign® Integration by Cities Digital allows Laserfiche users to:
Product Edition: V.2.1.0
Languages Supported: English
Required Laserfiche Products:
|DocuSign® Integration by Cities Digital
DocuSign® Integration by Cities Digital Annual Maintenance
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