DocuSign is an electronic signature integration. To request signatures via DocuSign, the integration must be enabled in Smarter Drafter Pro.
Overview
The "Enable and Use DocuSign" guide provides instructions on integrating DocuSign with Smarter Drafter Pro to streamline electronic document signing. It covers the setup process, adding signature fields, and managing the signing workflow from form creation to final signature.
Learning Outcomes
By using this guide, you will learn how to:
- Enable the DocuSign integration in Smarter Drafter, with or without HMAC security.
- Add e-signature fields to forms and templates using the Microsoft Word Add-In.
- Submit completed forms and send documents to DocuSign for signing.
- Deliver signature requests to signatories and track signing status within Smarter Drafter.