DocuSign Connection
OVERVIEW
Connect your DocuSign and PlusThis accounts. This tool will allow you to automatically generate and send envelopes to your CRM contact. Stay on top of the Document signing process and tag your contact accordingly. Once the documents have been signed you can save the tab values onto the contact record.
INTEGRATIONS NEEDED FOR DOCUSIGN CONNECTION
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DocuSign Connection Configuration Options
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Template Selection
Below, you will find the options for building your DocuSign Connection tool.
1
Select a Template
The first thing you need to do is select which Template you would like to configure. PlusThis can only configure one tool per template.
Required Contact Information
In order for PlusThis to generate an envelope containing the documents to be signed, we need to make sure we have several things in place. We need to know which Document Recipient Role we want to configure for, and the contact details (name and email).
2
Select the Recipient's Role
In DocuSign you can have one, or many, document recipient roles; however, PlusThis can only create automation for a single one. Using the selector, simply select which role we need to reference.
3
Contact Details
Select which fields contain the contact's first name, last name, and email address. PlusThis will use this information to correctly generate the envelope to be sent to the contact.
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Email Options
4
Email Subject and Message
In your DocuSign account you can configure what the email subject and message should be when documents are sent to the recipients. You can also edit that information in the DocuSign Connection tool. You can also leverage merge fields and make the subject/message a little more personal. Simple leave this section blank to revert to the subject and body defined in template.
Field Mapping
The following section allows configuration for autofilling documents to be sent to contacts.
4
Autofill Support
DocuSign controls what can and cannot be dynamically added to a document before it is sent out. To keep things simple, at this time, PlusThis only allows autofill support for Text and Date tabs. Now, don't confuse Date Tabs with Date Signed Tabs. We can't autofill a sign date, but if you've configured text tab to be take a date value, we can work with that.
Simply select which fields you would like to use for autofilling the document. PlusThis will do the rest.
Simply select which fields you would like to use for autofilling the document. PlusThis will do the rest.
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Save Document Responses
5
Select which tab values to save on the contact record
A very powerful feature of this tool is the ability to save the document responses on the contact record once the document has been completed (signed). If you don't wish to save the response, then just leave the dropdown blank.
Save Credit Card Information
If you do have credit card information that your customers might be putting onto the document, PlusThis can take that information and save it on the contact record.
6
Add a Credit Card Option Group
In order for PlusThis to create a new credit card we need 5 pieces of information:
1) Credit Card Number
2) Name on Card
3) Credit Card CVV
4) Expiration Month
5) Expiration Year
Once you have that information on the document, simply pair up the document field with the respective Credit Card field in the option group.
When configured, a credit card will automatically be added to the contact record if they enter all the information required.
1) Credit Card Number
2) Name on Card
3) Credit Card CVV
4) Expiration Month
5) Expiration Year
Once you have that information on the document, simply pair up the document field with the respective Credit Card field in the option group.
When configured, a credit card will automatically be added to the contact record if they enter all the information required.
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Recipient Event Status Tagging
7
Five Status Events
Perhaps the most powerful part of the tool is the ability to add a tag to contacts throughout the document signing process. There are 5 events in which we can add a tag to the contacts.
1) When the document is sent.
This event fires as soon as the email is sent to the recipient.
2) When the document is delivered.
DocuSign will fire this event if the recipient has opened the email and has looked at the document.
3) When the document has been completed.
This event fires once the document has been signed by completed by the recipient.
4) When the recipient has declined to sign the document.
This event fires when the recipient selects the option to decline to sign the document. This option is available to them once they open and view the document.
5) When you void the envelope
This event will fire when you go in a void an envelope. Doing so will prevent any further signing by the recipients.
1) When the document is sent.
This event fires as soon as the email is sent to the recipient.
2) When the document is delivered.
DocuSign will fire this event if the recipient has opened the email and has looked at the document.
3) When the document has been completed.
This event fires once the document has been signed by completed by the recipient.
4) When the recipient has declined to sign the document.
This event fires when the recipient selects the option to decline to sign the document. This option is available to them once they open and view the document.
5) When you void the envelope
This event will fire when you go in a void an envelope. Doing so will prevent any further signing by the recipients.
Related Campaigns
DocuSign Connection
Automatically generate and send envelopes to your CRM contact. Send follow up emails as your contact moves through the signing process.
DocuSign Connection
Automatically generate and send envelopes to your CRM contact. Send follow up emails as your contact moves through the signing process.
