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updates:add-ons-integration-with-docusign [2020/11/20 13:00] |
updates:add-ons-integration-with-docusign [2020/11/21 08:25] (current) bartek [Connecting Leon account to DocuSign] |
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+ | ====== DocuSign ====== | ||
+ | ===== Integration ===== | ||
+ | [{{ : | ||
+ | |||
+ | < | ||
+ | |||
+ | 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 with Docusign**. | ||
+ | |||
+ | First step is to contact [[support@leonsoftware.com]] and we will activate the integration for the operator in the configuration tab. | ||
+ | |||
+ | Once the operator is connected, each User connects ones account to the account in DocuSign via [[leon: | ||
+ | |||
+ | More information about connecting a user as well as usage of the integration is explained in [[leon: | ||
+ | ------- | ||
+ | ===== 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 ' | ||
+ | {{: | ||
+ | |||
+ | ------- |