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updates:add-ons-integration-with-docusign [2020/11/20 09:29] stewart |
updates:add-ons-integration-with-docusign [2020/11/21 08:25] (current) bartek [Connecting Leon account to DocuSign] |
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- | ==== DocuSign ==== | + | ====== DocuSign |
- | [{{ :getting-started:DocuSign.png? | + | ===== Integration ===== |
- | DocuSign helps companies and individuals go fully digital. DocuSign is easy-to-use digital transaction platform that lets users send, sign and manage legally binding documents securely in the cloud. Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign. | + | [{{ :leon:integrations: |
- | Once you have an active account in DocuSign, to activate | + | < |
+ | |||
+ | DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users s**end, sign and manage** legally binding documents securely in the cloud. | ||
+ | |||
+ | Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign. | ||
+ | |||
+ | __**How to integrate**__ | ||
+ | |||
+ | It is mandatory to have an **active account | ||
+ | |||
+ | First step is to contact [[support@leonsoftware.com]] and we will activate the integration for the operator | ||
+ | |||
+ | Once the operator is connected, each User connects ones account | ||
+ | |||
+ | More information about connecting a user as well as usage of the integration | ||
+ | ------- | ||
+ | ===== Connecting Leon account to DocuSign ===== | ||
+ | [{{ : | ||
+ | |||
+ | The connection between user Leon account and DocuSign account takes place when the first Contract after activating integration is sent. | ||
+ | |||
+ | In order to **connect** own account in Leon to DocuSign account, you need to: | ||
+ | |||
+ | - Click on ' | ||
+ | - In 'Send document' | ||
+ | - Click on the blue ' | ||
+ | - In the pop-up window, log in to your DocuSign account | ||
+ | |||
+ | Once you signed in, you should see the following message: **SUCCESS. Your Leon account has been connected to DocuSign. Please wait for connection in Leon view.** | ||
+ | |||
+ | Leon remembers the DocuSign details and this is when you can start using the integration. | ||
+ | ===== Usage ===== | ||
+ | [{{ : | ||
+ | |||
+ | DocuSign integration works only with ' | ||
+ | |||
+ | After connecting to DocuSign, each new ' | ||
+ | |||
+ | Once the draft is created, you will be able to **send** the document to DocuSign. | ||
+ | |||
+ | In 'Send document' | ||
+ | |||
+ | Before sending the ' | ||
+ | [{{ : | ||
+ | |||
+ | * **SHOW DRAFT IN DOCUSIGN** - which will allow you to preview it in DocuSign | ||
+ | * **UPDATE DRAFT IN DOCUSIGN** - which will allow you to update the document if there are any changes within the request | ||
+ | |||
+ | Once the **' | ||
+ | |||
+ | The email will also contain the link to DocuSign which will allow **reviewing the document** for the Client. | ||
+ | |||
+ | Also, the selections in "Send document' | ||
+ | |||
+ | [{{ : | ||
+ | [{{ : | ||
+ | The client will be able to sign, date and stamp the document without having to print it. | ||
+ | |||
+ | It is possible to include the **signature tabs** in the document so to indicate, where the document should be signed. | ||
+ | |||
+ | The tab icon can be included in HTML in the Documents Manager - ' | ||
+ | |||
+ | * {% _SellerSignature_ %} - to indicate where the seller should sign | ||
+ | * {% _BuyerSignature_ %} - to indicate where the buyer should sign | ||
+ | |||
+ | For example, inserting below code HTML | ||
+ | |||
+ | {{: | ||
+ | |||
+ | will insert the following tab in ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | The client can click on the ' | ||
+ | |||
+ | Once Client reviewed it and signed it, Client can press finish which will send a notification to an email that the agreement has been signed and in DocuSign it will be marked as ' | ||
+ | {{: | ||
+ | |||
+ | ------- |