KBA-01794: Adding the eNotary Option to DocuSignKBA-01794: Adding the eNotary Option to DocuSign

Question: We have set up our site for DocuSign integration but would like to take advantage of the eNotary option in DocuSign because some of our documents require Notary witness. 

KBA-01751: Setting Up Your DocuSign AccountKBA-01751: Setting Up Your DocuSign Account

Question: I would like to use Spitfire’s DocuSign integration and I have a DocuSign account. How do I set it up for use in Spitfire? Answer: Follow these procedures: Login

KBA-01752: Configuring ICTool for DocuSign IntegrationKBA-01752: Configuring ICTool for DocuSign Integration

Purpose: See DocuSign Integration. If you have purchased licenses from both DocuSign and Spitfire Management for Spitfire’s DocuSign integration, you are ready to configure ICTool for this functionality. Procedure for

DocuSign IntegrationDocuSign Integration

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

KBA-01756: Testing DocuSign IntegrationKBA-01756: Testing DocuSign Integration

Purpose: If you have followed the instructions in the KBAs for DocuSign Integration, we recommend you test everything before you start using this feature. Our recommended test scenario: Create one

KBA-01755: Including eSigning in Predefined RoutesKBA-01755: Including eSigning in Predefined Routes

Question: Now that our site and templates have been set up for DocuSign integration, how do we indicate which routees should get routed content through DocuSign? Answer: You do so

KBA-01754: Templates for DocuSignKBA-01754: Templates for DocuSign

Purpose: The Template Signature Location tool is used to indicate where on a template DocuSign electronic signatures will be added. The tool is available only when a site has been

KBA-01753: Designing Templates for DocuSignKBA-01753: Designing Templates for DocuSign

Question: I have an existing Word bookmark template for my vendor subcontract. Can I use this template for DocuSign integration? What are the best practices for designing bookmark templates to

KBA-01758: How to eSign through DocuSignKBA-01758: How to eSign through DocuSign

Question: We’ve just integrated with DocuSign and set everything up. What will our vendors get and need to do when we route them a contract for signatures? Answer: When someone