The DocuSign® Integration by CDI 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 CDI 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.

DocuSign Client Integration Icon (1)


The DocuSign® Integration by CDI allows Laserfiche users to:

  • Easily incorporate signature processes as part of an internal process/workflow.
  • Open documents in the DocuSign® editor from Laserfiche.
  • Send documents to one person or to one or more recipients for signature.
  • Have returned, signed documents automatically archived in Laserfiche, linked to and stored in the same location with the original document.


Product Edition: V.2.1.0

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.


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DocuSign® Integration by CDI

DocuSign® Integration by CDI Annual Maintenance




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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.
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