Generating and Sending eSign Documents

There are three methods users can use to generate and send eSign Documents. Use method 1 if you don’t need to edit the document before sending, method 2 if you do or method 3 if you already have a document saved somewhere else.

Method 1 – If you don’t need to edit your file before it’s sent

1. Click the Word icon against the required Gold-Vision item.

2. Select the document template then choose Output as eSign Document.

Next you will need to add the eSign Document details:

1. Add the file name – this is the name of the document you are sending
2. Add the recipients – click on Contact or User
3. Complete in order – this is required if you are sending the document to multiple recipients and you require them to sign the document in order
4. Require two-factor authentication – Please see details about two-factor authentication here
5. Setup reminder notifications – enable this if you would like to send notifications to the recipient
6. eSign Document Name – insert the name of the document you are sending for signature
7. Add any comments
8. Click Generate Document
9.  Your document will then be sent to your recipients by DocuSign and the file will be saved in your eSign document area

Method 2 – If you want to edit your file before you send it

1. Click the Word icon against the required Gold-Vision item

2. Choose Save to file output and click Generate document If using Chrome – Click to copy the path and paste it into Windows explorer – this will open the document

If Using IE or Edge – click Open/ Edit Document

3. Make your changes to the document and save it 4. On the eSign Section, click on the + and pick the document you have just created and saved

5. Add the file name – this is the name of the document you are sending 6. Add the recipients – click on Contact or User 7. Complete in order – this is required if you are sending the document to multiple recipients and you require them to sign the document in order 8. Require two-factor authentication – Please see details about two-factor authentication here 9. Setup reminder notifications – enable this if you would like to send notifications to the recipient 10. eSign Document Name – insert the name of the document you are sending for signature 11. Add any comments 12. Click Generate Document 13. Your document will then be sent to your recipients by DocuSign and the file will be saved in your eSign document area

Method 3 – If your document is saved somewhere else…

1. In the documents section against the item you want to send your document from, click on the item folder (not the eSign one!)

2. Click on the Upload button on the right hand side to upload the document or drag and drop the file

Once you have added the file in the Documents section send the file via DocuSign using the eSign Section:

1. On the eSign Section, click on the + and pick the document you have uploaded
2. Add the file name – this is the name of the document you are sending
3. Add the recipients – click on Contact or User
4. Complete in order – this is required if you are sending the document to multiple recipients and you require them to sign the document in order
5. Require two-factor authentication – Please see details about two-factor authentication here
6. Setup reminder notifications – enable this if you would like to send notifications to the recipient
7. eSign Document Name – insert the name of the document you are sending for signature
8. Add any comments
9. Click Generate Document
10.  Your document will then be sent to your recipients by DocuSign and the file will be saved in your eSign document area

What happens next

Adobe sign will send the document and when it’s signed, this updates the eSign section on your item INSERT SCREENSHOT

Submitted	Sent to the signatories
In progress	Signed by at least one signatory
Signed	Signed by all signatories
Cancelled	Cancelled (by clicking the cross next to the document)

  Adobe Sign will notify by email when the document has been signed.

View eSign Documents

eSign documents can be viewed in the eSign section. Click here to find out how to add the section to the screen design

There is also main list called eSign Documents that you can add to a menu or favourites

Two-Factor Authentication

DocuSign integration supports two-factor authentication via SMS and Phone Call.

This functionality needs to be enabled on your DocuSign subscription. If you would like to enable this contact DocuSign Support here.  Required prerequisites for two-factor authentication: 

1. Contact/User valid email address
2. Contact/User valid mobile phone number

How to use two-factor authentication

When sending your document for signature via the integration:

1. Enable two-factor authentication option
2. Select Phone or SMS
3. Generate your document