DocuSign integration has been available for sfPMS since V2019. This documentation covers concepts and considerations and includes related KBAs at the end.
What is DocuSign?
DocuSign is the creation of a software development company (also called DocuSign) that helps automate the digital signing of agreements between parties. By integrating with this software, Spitfire facilitates the process of getting signed contracts and documents back from customers, vendors and other project participants. No longer would those people who get a Spitfire file (for example, a contract) routed to them via email, need to print out, sign, scan and email back the file. With DocuSign integration, the contract recipient would get an email with a link to DocuSign, from where the contract could be signed electronically and returned very easily.
- In order for DocuSign integration to work at your site, your company needs to have a DocuSign “Business Pro” account. For more information, contact email@example.com.
- Note: if you want to use the eNotary feature of DocuSign (V2020+), your company will need instead to get the DocuSign eSignature Enterprise Pro edition through a DocuSign rep. We can put you in touch with a rep if necessary.
- Your company also needs a e-signature integration license from Spitfire Management. Contact firstname.lastname@example.org.
- Templates that will be used to create the contracts/files to be sent through DocuSign must be configured for electronic signatures.
Take some time to plan which templates you will configure for DocuSign integration. These could be brand new templates or existing templates. On each template, decide
- How many signers are needed? Are any signatures optional?
- Will you be needing a notary signature?
- Where will people be signing? Can labels before signature lines be unique? In other words, instead of one Signature: and then another Signature: could labels be more precise, such as Owner Signature: and Architect Signature:? Templates can accommodate signatures on the same page or separate pages, sequentially or parallel on the page but rely on anchor text for signatures. Therefore, having unique anchors makes the configuration easy. (For information about using page numbers and offsets instead, contact Support.)
Setting It Up
- Set up your DocuSign account. Contact Support. See KBA-01751
- Configure ICTool for DocuSign integration. Contact Support. See KBA-01752
- Design new or existing templates for DocuSign. See KBA-01753.
- Configure the Template Signature Location tool for the template. See KBA-01754.
- Ensure that your Contacts all have unique emails. See KBA-01793.
- Update or create predefined route to include Route Via e-Signing. See KBA-01755
- For eNotary: Set up Spitfire for the eNotary feature. See KBA-01794.
- Test your DocuSign integration. See KBA-01756.
- How to eSign through DocuSign. See KBA-01758.