DocuSign Integration

This video provides an overview of DocuSign in GLM/SLM.

Before you are able to send any documents through DocuSign, you will need to set it up in your Foundation settings. 

1. Click the gear icon at the top of your screen to navigate to the Settings page. 
2. Click the pencil icon to edit your DocuSign settings.
   
   
   
3. Enter the following information from your Settings Page in DocuSign and check the DocuSign Enabled box.
   • The DocuSign environment needs to match your GLM/SLM environment for the information to properly integrate (e.g. information from the Sandbox environment in DocuSign needs to be entered into your Sandbox environment in GLM/SLM). 
     • User ID
     • API Account ID
     • Account Base URL
     • Connect Key - This field is optional; however, if you have access to a connect key, you should enter it here for additional security. 
       
       
       

You can add a signature line to your template by adding the text below in a white font color, and DocuSign will automatically add a signature field when you send your documents.

**signature**

Once the above text has been added in white on the merge template, DocuSign will automatically create the signature field when you send your documents. Be sure to re-upload your updated template with the signature field once you have finished making the edits. 

Once your merge template is ready to send to a user, you may do so anywhere you can Generate Merge Documents. Make sure the merge template you are using has the necessary text to create a signature field.

In order to send a document through DocuSign in batch, follow the steps below: 

1. Navigate to any page where you can create documents in batch and select the requests for which you want to create documents. 
2. Click Batch Actions, and then click Create Documents.
   
   
   
3. Click Send with DocuSign.
   
   

Documents can be sent through DocuSign to an individual. 

1. Navigate to the request for which you are sending documents. 
2. Click Create Documents. 
   
   
   
3. Select your merge template, and then click Send with DocuSign.
   • Clicking this will navigate you away from GLM/SLM and take you to DocuSign where you will be able to manage and edit your form further. 
     
     
     

Once you arrive in DocuSign, you will be able to either send the document immediately to the recipient or make changes with DocuSign's features. As a reminder, any changes made once you are in DocuSign are not reflected on your template in GLM/SLM. How to electronically sign a document in DocuSign has more information on navigating within DocuSign.

Add Recipients

The Add Recipients area allows you to add additional recipients and customize what each recipient is responsible for upon receiving the document. The options available to select for each recipient are as follows:

• Needs to Sign -  The recipient needs to sign the document.
• In Person Signer - A host name and email must be provided, so that the recipient may travel to see the host and sign the document in person with the host. 
• Receives a Copy - The recipient will receive a copy of the document. 
• Needs to View - The recipient will receive the document for review. 
• Specify Recipients - The recipient will be asked to specify additional recipients upon receiving the document. 
• Allow to Edit - The recipient is allowed to edit the form through the DocuSign editor. 
• Update Recipients - The recipient will receive updates relating to the document being sent. 
• Signs with Notary - A recipient role, notary name, and notary email field will become available. The recipient will sign the document with a notary. 
• Signs with Witness - A witness group will be created. Along with the recipient, witness information may be added or the signer may specify the witness upon receiving the document. The recipient will then sign with the witness. 
  
  
  
  

Add Message

The Add Message area allows you to send an email message with the document you are sending to the recipients. 

The Document Editor

By clicking Next in the bottom right, you will navigate to the Document Editor. From here, you will be able to add additional fields, change the position of any fields already existing on the document, and finalize and send the document to your recipients. For more information on this, DocuSign's resource Add Fields to Documents contains information on changing your form in the editor. 

Once you have finished editing the document, you may click Send to send the document. The site will automatically redirect you back to GLM/SLM. The document is then added to the request in the Documents tab of the Request Summary. The status of the document will be updated in the DocuSign Status column.