This article assumes you have created a template and saved it to the DMS in the appropriate folder for the current work, that you have a DocuSign user account and that the template was created with the DocuSign merge fields enabled.
Ensure that you have added all signatories to CompleteEmpire before starting the process of adding them to your documents for eSignature.
- From your work using either the Summary or Edit views (Work Module dependent) attach the document to the work.
Create a new document
- In most cases you will create a new document via [Actions] > {Create New} > {Documents} to open the Create a document window.
Select Template Tab
- Select the template to use -use the search field and filters if necessary.
- Click [Next] to move the next tab.
Preview Tab
- Check the document is the one required then click [Next] to move to the next tab.
eSignature Tab
- Select the Signatories - noting that the first signatory is prefilled with the current account name and additional signatories must be an active account within CompleteEmpire. Currently the limit is set to 4.
- You may change the prefilled subject for the email. Enter your message to your signatories ensuring the information is sufficient to allow them to properly review and sign the document. The text will be sent along with the links to the original document via DocuSign
- Click [Next] to move to the Properties tab.
The Cc 1 and Cc2 fields allow you to add additional recipients of the final signed document.
Properties Tab
- Enter any specific properties that will be saved with the document and that will enable you to streamline your future work relating to it.
- Click [Send to DocuSign] - at this point the process is managed by DocuSign and the appropriate emails are sent by DocuSign to the signatories and the eSignature process begins.
Once the signatories has signed DocuSign will send a response to your CompleteEmpire subscription and an Alert will be generated to you as the sender. Refer to Handling of executed DocuSign documents for details of the process. Refer to The DocuSign process for further information on the signing process managed by DocuSign.
Handling of executed DocuSign documents
Currently DocuSign will confirm sending of the document for eSigning and when all signatories have signed and the document is confirmed as signed. The process involves DocuSign sending to the recipient in turn as each signatory received the email, signs and confirms. Once all the signatories have signed the document then an alert is sent to the originator as well as an email confirmation.
- DocuSign will send a response to your subscription and an alert will be posted to you.
- Click on the alert link to open the Summary View of the same work that originated the document
The signed document will replace the original document that you sent to DocuSign. Scroll down to the Documents panel to view your signed document.
Please allow time for the processing of the documents by DocuSign and CompleteEmpire before reviewing the document in the Document panel of the work.
- Example signature with reference - signatory 1.
- Example date/time stamp - signatory 1.
- Example initials signatory 2.
- Example date/time stamp for signatory 2.
0 Comments
Add your comment