DocuSign is integrated with OneDrive. So when FYI documents are sent via your OneDrive account, this can integrate with DocuSign. This function is optional in FYI as not every document will go to the client for signing.
To integrate with DocuSign
In the Workflow section, the Status is set as Pending Client Signature and the document is set to Include Reference. Every document in FYI has a unique reference number and this is automatically included in the file name of the document that is uploaded to your OneDrive. The examples below include this document reference.
For full details on sending via OneDrive and how the client accesses the documents, refer to Sending Documents via OneDrive.
When sending documents that are integrated with DocuSign, there are two additional steps.
- In the Send Drawer, in the Workflow section, select "Pending Client Signature".
- Ensure that Include Reference is switched to "On".
Click Create to send the documents. The underlying document is automatically marked as Sent.
The following is an example of the link in the email that includes the Reference Number.
Configuring DocuSign to Upload Signed Documents
If you are using DocuSign to get your client to sign documents, you can also set up DocuSign so that documents will be dropped back into your practice's OneDrive. FYI is polling OneDrive and will therefore bring the signed document back into FYI. Using the unique reference number in the filename, FYI will update the underlying document as a higher version and automatically update the workflow status to "Client Signed".
When documents are brought back in, they show as a thread. The original document would usually be a word document and when it is returned from DocuSign as a signed document, it will be a PDF of the document. The original document will show as a thread under the signed PDF of the document. Threads for documents display in the same way as email threads. Refer to Managing Email Threads.
This is set up in DocuSign. Please refer to the DocuSign help topic Connect. From here you set up DocuSign so that signed documents are dropped back into your practice's OneDrive in FYI - My Imports.