DocuSign (User Guide)
- Roly Birkwood
- Angus Mundin (Unlicensed)
Please navigate to System Settings / Global Settings (subject to user permissions)
Additional users need to be created within your DocuSign account, before adding and authorising the user in your EKeeper system:
After the above process has been completed, the new use will need to authenticate their new DocuSign account within their eKeeper user profile:
Please navigate to: System Settings / Users (subject to user permissions)
Update each user in your system that requires the DocuSign functionality.
Each user will need the Email address and Password created in the DocuSign user process above.
Please navigate to System Settings / Document Templates (subject to user permissions)
Either create a new template, or select edit against an existing template, then navigate to the panel below:
The above drop-down allows you to set when this system template should ALWAYS request an e-signature, it is optional but defaults to OFF or it is optional and defaults to ON.
By selecting one of these three options, the panel will expand with the following fields:
This will allow you to create a personalised message to your email recipient, along with the use of merge fields, should you wish to reference the product details e.g. lender and lender reference.
We are now ready to create or edit the document which the end recipient will sign upon receipt.
The system requires the following entry (mergefield) to know where the signature should appear:
<<eSign_SignHere>>
You only need one entry in your document, even if you’re requesting two signatures.
Once you have placed this where you would like it to appear, change the text colour to WHITE, this is so that SIGNHERE doesn’t appear in the background of your final document.
The below is an example of how your template should look for a sole application , when you only need applicant 1 to sign :
<<App1FullName>> Please Sign :
<<eSign_SignHere>>
Next, is an example of how it should look for a joint application , when you need applicant 1 & applicant 2 to sign :
<<App1FullName>> and <<App2FullName>> Please Sign :
<<eSign_SignHere>>
Please save your document changes :
You are are now ready to save the template:
You are now ready to produce this template against a client product.
Please navigate to a case and product, and scroll down to the document history panel.
Chose the option ‘Produce Document’, then produce the DocuSign template you have just created/edited.
You can choose the applicants associated with this product, whose signature you would like on this document.
If more than 1 applicant has been selected, applicant 2 will not receive their document until applicant 1 has signed, the system will not retrieve the document until ALL the signatures have been completed. Once all
By selecting the close button, the template is generated and sent to the selected applicant.