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--- updates:add-ons-integration-with-docusign [2020/11/20 13:05]
rafal [Usage]
+++ updates:add-ons-integration-with-docusign [2020/11/21 08:25] (current)
bartek [Connecting Leon account to DocuSign]
@@ Line 6: / Line 6: @@
 <box>**This integration is currently free of charge however it will change in the future. Leon will charge Clients for this integration and it is due to DocuSign charging policy for using their API. We will notify the Clients using this integration in advance.**</box>
-DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users send, sign and manage legally binding documents securely in the cloud.
+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.
@@ Line 12: / Line 12: @@
 __**How to integrate**__
-It is mandatory to have an active account with Docusign.
+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.
@@ Line 32: / Line 32: @@
   - In the pop-up window, log in to your DocuSign account
-Once you signed in, you should see the following message:
+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.**
-**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.
@@ Line 58: / Line 56: @@
 The email will also contain the link to DocuSign which will allow **reviewing the document** for the Client.
+Also, the selections in "Send document' window will change to **SHOW DOCUMENT IN DOCUSIGN** and **UPDATE DOCUMENT IN DOCUSIGN**
+[{{ :leon:sales:docusign:DS - Client signature1.png?200|Adopting Client's signature}}]
+[{{ :leon:sales:docusign:DS - Client signature.png?200|Preview of signed document in DocuSign}}]
 The client will be able to sign, date and stamp the document without having to print it.
-Once Client reviewed it and signed it, Client can press finish which will sens a notification to an email thet the agreement has been signed and in DocuSign it will be marked as 'Completed'.
+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 - 'Charter Agreement' by using the below:
+  * {% _SellerSignature_ %} - to indicate where the seller should sign
+  * {% _BuyerSignature_ %} - to indicate where the buyer should sign
+For example, inserting below code HTML
+{{:leon:sales:docusign:DS - code.png?nolink|}}
+will insert the following tab in 'Charter Agreement' in DocuSign:
+{{:leon:sales:docusign:DS - sign.png?nolink|}}
+The client can click on the 'Sign' tab and insert the signature.
-{{:leon:sales:docusign:DS - signed1.png?nolink|}}
+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 'Completed'.
+{{:leon:sales:docusign:DS - signed1.png?nolink}}
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