What Does DocuSign Integrate With?

We’re all aware that digital signature is becoming a standard solution across numerous industries. As with any other tool, you have to check how well it’ll work with your other tools. That’s what we’re going to address in this article. If you’re planning to make a move to digital signature, you’re in the right place. Let’s explore the importance of integrations. Then we’ll move onto what does DocuSign integrates with across several industries.


Why is Integration Important?

No matter what software tool we’re talking about, it must be compatible with a broad range of other software solutions. It ensures that your productivity flow remains smooth. Implementing a software tool with excellent integration support brings some of the following benefits.

  • No need to copy/paste. Copy-pasting your documents become history. With that, you’ll no longer face any errors that occur in the process.
  • Automated workflows. Tool integration enables you to automate various workflows. For example, signing a document can trigger an automatic invoice generation and service provision.
  • Automatic data propagation. Your documents are automatically synchronized across all your databases.
  • One source of truth. Complete document history is easily accessible.
  • Efficiency. As you and your team no longer have to print, sign and then send back or scan the documents, the efficiency becomes much higher. You get to do much more with less time and fewer materials.
  • Lowering costs. You can say goodbye to spending all the papers and printers. All the signing will now take place digitally. Take a look at how you can easily calculate your savings.

Luckily, people at DocuSign are well aware of the importance of integration. That’s why the software tool easily integrates with numerous other systems. Let’s explore the most popular ones.

docusign integrate


Which Popular Platforms are Supported

One of the primary reasons why DocuSign is the right choice is the range of various integrations. We’ll first go over the most popular integrations. Then, we’ll mention all the specific tools that companies in various industries use.


1. Salesforce

Is your company using Salesforce? DocuSign quickly integrates with the software suite. Together, they pack an extensive set of features that makes working with company partners much more effortless. By implementing DocuSign, you can:

  • Request signatures.
  • Allow customers to sign documents electronically.
  • Deploy on Service Cloud and Salesforce CPQ.

Other features compatible with Salesforce include:

  • DocuSign CLM
  • DocuSign Negotiate
  • DocuSign Gen

Support for in-depth integration with Salesforce makes DocuSign a great tool that keeps processes quick and simple.


2. Google

Can you integrate Google Forms with DocuSign? You’ll be happy to know that the answer is yes. Besides Google Forms, DocuSign seamlessly integrates with other popular Google Workspace products. Whether you’re on mobile or desktop, you can integrate DocuSign in your workflow on:

  • Google Drive
  • Gmail
  • Google Docs
  • Google Chrome

Therefore, if you rely on Google in your workflow, you can easily integrate DocuSign.


3. Microsoft

Microsoft is another giant that companies often use. If you belong to this group, you can rest assured that DocuSign integration with Microsoft suite will be smooth. The tool will work with tools including:

  • Microsoft Word
  • Microsoft Outlook
  • Microsoft SharePoint Online
  • Microsoft Dynamics 365
  • Microsoft Flow
  • And Microsoft Windows

As you can tell, DocuSign works with all the crucial Microsoft products. If you’re curious about how to integrate DocuSign with SharePoint, we’re happy to report it’s a simple procedure.


4. Oracle

Oracle NetSuite is another system that is used in thousands of organizations globally. Its unique set of features makes it a handy tool in many industries. That’s why DocuSign developers provide integration with numerous Oracle tools. Some of them are:

  • Oracle CPQ Cloud
  • Oracle Enterprise Contracts
  • Oracle People Soft
  • Oracle Integration Cloud Service
  • Oracle Content and Experience Cloud
  • Oracle HCM
  • Oracle Procurement Cloud
  • Oracle DocuMaker
  • Oracle Identity Cloud Service
  • Oracle Construction and Engineering Products

The long list of supported tools shows that you can enjoy all the integration benefits no matter which Oracle product you’re using.


5. Workday

Workday is a popular solution that many companies deploy for numerous business processes. As the tool heavily works with a broad range of documents, integration with DocuSign makes it an impeccable solution for:

  • Agreement process management
  • Smooth hiring process
  • Easy onboarding
  • Smooth internal operations

All that comes with a platform that’s easy to use and packs outstanding security features.


6. SAP Solution Extension

If you’re an SAP user, the platform integrates with DocuSign perfectly. You can enjoy all the DocuSign features across their range of products. That goes for:

  • SAP Fieldglass
  • SAP Customer Experience
  • SAP SuccessFactors
  • SAP Ariba Contract Management and CLM
  • SAP ERP Central Component

Much like with the above-mentioned systems, you get a complete set of DocuSign features with all the SAP software products.


Wide Range of Support Across Industries

Besides the most popular solutions, there are many others available on the market from the section above. They often come with specific designs for a particular industry. DocuSign comes with support for various tools in the following sectors.

  • Construction and Energy. Constellation Homebuilder Systems, AutoCAD for DocuSign Signature Appliance, RedTeam, Procore, and more.
  • Education and Government. StarRez, Astral, SchoolDocs, and more.
  • Finance. MeridianLink LoansPQ and Xpress Accounts, Applied Systems, Teslar Software, Docupace, nCino, SimpleNexus, and more.
  • Healthcare. Engaged MD, IQVIA, ShareVault, Xactly, and more.
  • HR. Freshteam, aconso nubea, JobScore, Sympa HR, the Topia Product Suite, and more.
  • Legal and Compliance. Counself, Close Matrix, Evergreen, Litify, Clio, pdfDocs, Duck Creek, and more.
  • Real Estate. Snapdocs, Roostify, Floify, Boston Logic, BoomTown, Amitree, AutoPal, zipLogix, ShortTrack, ResMan, Updater, and more.
  • Retail and Manufacturing. Motorlot, P2 Portal 2, FieldStorm, and AutoBidMaster.
  • Technology. Campus Management, FIS, Almond Logic, Anaplan, Bluetent, NDA Corp, Quick Base, SmartRoom, Zefort, Lexion, and more.
  • Non-Profit. Fluxx

All of the listed software tools and systems are not all DocuSign-compatible tools, there’s more. Altogether, DocuSign comes with support for over 350 different software systems. Therefore, whichever system you’re using, it’s likely that DocuSign will work without any hiccups.


Get in Touch with Solusign

If you’re looking to learn more about DocuSign and how to set it up, please contact us. Solusign can swiftly integrate DocuSign with any existing software. Therefore, no matter which tools you are using, we’ll integrate DocuSign into your workflow. We’re looking forward to hearing from you. We’ll help you get started with DocuSign in no time.

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Why DocuSign is Good for Your Business?

If you’ve been in the world of entrepreneurship for the last two decades, you’ve undoubtedly heard of DocuSign. It has been around since the early 2000s, and for years, it has made the agreement and approval process simpler for millions of businesspeople around the globe.

Why do more than 500,000 people pay to use DocuSign every year? Is DocuSign that helpful? Is it better than all of the other electronic signature solutions out there? All of these questions, and many more, will be answered in this post.

Let’s find out how DocuSign can help say goodbye to all of your administrative hassles forever and improve your business operation in the process.


Who is DocuSign Designed For?

DocuSign is an electronic signature solution for businesses of all sizes. Micro, one-person operations will get professional-looking documents and contracts, while multinational corporations can streamline entire processes.

The platform is secure and complies with both the US and international regulations. That makes it perfect to meet a company’s needs for legally binding online documents. There are contract-signing features designed for specific industries.

Now, signing documents online may seem risky for many people. Unless signed by an authorized individual, the document itself may not be legally binding. To compensate for the lack of eyewitnesses, DocuSign engages all parties involved through a series of protocols:

  • Validation through email
  • Access code authentication
  • Verification via SMS
  • Federated authentication of identity
  • Conventional validation via phone
  • 3rd-party corroboration
  • Social identity authentication
  • Geolocation capture

These verifications are often embedded into the electronic document itself. The verifications create an authorization trial, which can be denied.

docusign electronic signature


How Does DocuSign Work?

A digital signature solution’s primary feature is to allow businesses to use signatures on digital documents and send and receive these documents. However, DocuSign provides you much more than that.

It allows users the perfect mix of efficiency and convenience.

For instance, you can use DocuSign to build your digital documents with several templates. Don’t have much technical knowledge? No problem. DocuSign’s drag-and-drop feature allows users to build on their templates, no matter the experience they have.

Beyond the basics, there are other features DocuSign offers. These features include:

  • Payments: The app is all about making business processes more convenient. By using the payments feature, users can send payment requests to their clients. Your clients can sign their documents and pay you for your services in one easy step, using a credit or a debit card or even online payment services like Android and Apple pay.
  • Mobile App: Even though many DocuSign users prefer desktop computers, the mobile version allows you to conduct work on the go. Even if you’re outside of your office, you can send documents to clients or sign contracts. The feature is handy for real estate agents.
  • 3rd-Party Integrations: DocuSign integrates with over 300 3rd-party apps. These include expected apps like Salesforce and Google. However, there are some exciting integrations such as SAP and Oracle. No matter what app you’re accustomed to, chances are, DocuSign will work within its framework.

What Can DocuSign Help Your Business With?

While other electronic signature solutions may allow you to do your business remotely, DocuSign can do much more for you. Let’s see how DocuSign can improve your existing workflow and give your organization a welcomed boost.


1. Prepare Your Documents and Define Workflows

DocuSign allows workers to prepare agreements using your company’s existing documents and forms, no matter what file type they’re in. Employees will save time with DocuSign’s flexible workflow, which allows you to automate critical processes and set the order of recipients’ steps and roles. The app also allows you to eliminate any data entry errors.


2. Complete All Of Your Transactions Seamlessly

All of your customers or vendors will be able to access and sign legally binding documents in a matter of seconds. They can also do it from any device, no matter where they are, in over 40 languages. There’s also an option to collect payment data from clients and other important information needed to complete a transaction.


3. Create Digital Audit Trails for All of Your Documents

Also, you have the audit trails, which are created with every signed document. Process movements are time-stamped. The documents are encrypted before they’re even signed. After they’re signed, they’re treated with a unique hash that helps you see whether the document has been tampered with or altered. This protects your documents from unauthorized parties.


4. Lower Your Business Expenses

Many business owners have gotten used to printing and paper expenses. Things don’t have to be that way. By implementing DocuSign, you can lower your business expenses. You no longer have to worry about getting new printers and face services costs. On the other hand, some businesses burn a lot of cash on absurd amounts of paper for printing purposes. You can say goodbye to all those costs.


5. Outperform Your Competition

With the current market of $2 billion, the Digital Signature market size is only on the beginning of its growth. With the projected growth up to $17.7 billion by 2027, it’s clear that other businesses are yet to adopt digital signatures. Staying ahead of the competition is crucial in all industries, and adopting new technologies is one of the ways to stay ahead.

With previously mentioned benefits, your business will outperform others. With all the technicalities out of the way, all you have to do is focus on your business goals!


Help Your Workers, Clients, and Bottom Line!

Things are quite simple. If you feel that you need an electronic signature service when dealing with multiple document signatures a day, DocuSign is the solution you need. DocuSign will help your workers and clients. With satisfied clients and a happy workforce, you can be sure that your bottom line will increase. All thanks to the increased efficiency a digital signature can provide. 

That sounds great, but you’re not entirely sure how to set up DocuSign? No worries, we’re here to help. Solusign can make the process seamless. If you want to have your DocuSign up and running in just a few hours, contact Solusign today and book a meeting.

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DocuSign: Electronic Signature Solutions for All Sized Businesses

Electronic signatures are quickly becoming the norm in the corporate world. It’s not hard to see why actually. When you consider material, administration, shipping, and subscription costs, an average business can decrease spending between 55% and 80% during a single year. That’s why so many businesses are going paperless and adopting digital signatures.

Of course, the transition isn’t always smooth. Many businesses aren’t sure when’s the right time to do it. Others are concerned about the costs. Some aren’t even sure whether they want to do it or not. Let’s see why this is actually a good idea. Let’s discuss why you need electronic signature solution, their benefits, and why DocuSign is the right digital signature tool for you. 


The Need for E-Signatures in 2021

Whenever there’s a corporate finance transaction, there’s bound to be some documentation. The length can vary significantly. It can be one page long or 200 pages long, depending on the details of the deal. These documents need to be printed, signed, scanned, and uploaded. The entire process feels tedious. With 44% of people working remotely due to the COVID-19 pandemic, signing documents and keeping track of them felt impossible for many.

People without printers, scanners, or the ability to leave their homes found out that the traditional process needed some update. Electronic signatures present the perfect solution because they require no additional technology to work. What makes the electronic signature so easy to work with? 


workplace business


Benefits of Electronic Signatures Solution for Your Business

Running a paperless business sounds appealing, sure, but is it really worth it? Are there any clear benefits to it? Yes, there are actually several benefits. Let’s take a look at some of the biggest ones.


1. Significantly Lower Operation Costs

Machines, paper, and electricity. All of these things cost. Well, electronic signatures can help you cut those costs down significantly. According to a study commissioned by Adobe, 6 out of 10 business managers say that using electronic signatures can help you cut down document-related costs by a large margin. We’re talking thousands of dollars yearly. 


2. Fewer Errors in Your Documents

Organizations that use electronic signature solution report having a lot fewer errors in their documents. Research on the matter shows that electronic signatures can reduce the total number of mistakes by 80% when used correctly. Freelancers, business owners, and legal experts agree that automated workflows, templates, and libraries notably lessen errors. 


3. An Increased Return on Investment

Some are probably wondering, how long will it take them to start seeing tangible results from investing in electronic signatures? A few years, right? Try a couple of months. According to a study conducted by AIIM, more than 80% of organizations that have used electronic signatures report that they’ve achieved a positive ROI within 12 months of adopting the new work method. 


DocuSign: The Top Electronic Signature Solution on the Market

Yes, electronic signature software is worth investing in. But with dozens – if not hundreds – of different software vendors out there, how can you know which one you should go for? Why not try one that has hundreds of millions of signers in over 180 countries around the world? Trusted by millions of individuals and companies, DocuSign offers you everything one needs to automate and connect their agreement process. How trustworthy is DocuSign? Just take a look at some of these numbers:

  • DocuSign has over 500,00 active customers.
  • Nearly 70% of tech companies have used it. 
  • Over 800 government agencies are paying users.

From sales to offer letters to invoices, DocuSign allows you to handle all of your paperwork remotely. The DocuSign electronic signature solution is the number one method in the world to sign and send documents, anytime, anywhere. After you create an account, you can sign and send documents in minutes:

  • Visit your DocuSign account.
  • Upload the documents that need signing
  • Drag and drop the signature field to the correct location on the document
  • Sign the document and email yourself the completed document

Yes, it’s that easy to use DocuSign. Besides the electronic signatures, there are many more features worth discussing. 


Top Features of DocuSign 

The electronic signature solution is a part of the DocuSign Agreement Cloud, which means that you can extend all of the benefits to all of the other stages of the agreement process. You can prepare, sign, act on, and manage agreements easily. Now, let’s look at the top features of DocuSign:


1. Mobile Responsive Signing 

With the responsive signing, you won’t have to worry about whether or not your signer will be able to read the document you sent. This feature improves the display of the document, by automatically rendering your PDF documents into a format that’s adapted to the signer’s device. That means you don’t have to scroll from side to side or pinch in to read documents.


2. Data Validation to Eliminate Human Errors

You can restrict the types of data entered into any field you want. That function can help you eliminate errors and prevent document resending. Validation rules include text, numbers, dates, ZIP codes, and social security numbers, to name a few. 


3. Collect Payments When Closing Deals

By using an electronic signature, you also get access to DocuSign Payments. You can connect your DocuSign account with PayPal or Stripe in just a few minutes. You can then start accepting and collecting payments from credit cards and various payment platforms in mere seconds. 


4. Flexible Workflow Adaptable to Any Business

Are you running a large operation with dozens of different people involved at all operation levels? Perhaps you have a small organization with less than ten workers? DocuSign will help you either way. You can route your documents to several users who can sign in sequential or in parallel to fit your business process perfectly. 


5. Number of Authentication Levels for Signers

How can you ever be sure that your signers are who they claim they are? Use DocuSign to be sure. Several authentication levels will increase the thresholds required of signers to prove their identity before the app gives them access to your documents. 


Implement DocuSign Into Your Business Process

There’s no better time to get your organization to adopt electronic signatures than now. Here at DocuSign, we’ve seen hundreds of thousands of users streamline tier workflows, eliminate mistakes, and boost their earnings thanks to the help from the electronic signature. Therefore, if saving the environment, managing documents anytime/anywhere, and saving money in the process sounds good, now’s the time to look into electronic signature solution.

If you feel like DocuSign is something your business needs, you don’t have to worry about implementing it. With Solusign, the entire process can last only a few hours. Contact the world’s #1 DocuSign consultancy and book a meeting with Solusign today!  

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Docusign: Electronic Signature Solution for Small to Large Business

In many parts of the world, remote working has become the new normal. It has become evident to many customers and businesses that most physical processes can be substituted with electronic ones. The pandemic has further reinforced the need for businesses to take advantage of the many benefits of carrying out a bulk of their business operations online; contracts, agreements, proposals, and many other documents are currently drafted and executed electronically. One of the best ways businesses are utilizing this option is by using electronic and digital signatures.

  • Electronic signature software helps businesses get their signatures and those of their customers on electronic forms and digital documents.
  • A digital signature is a more advanced and secure type of electronic signature that can be used to verify the legitimacy and integrity of agreements.
  • Regardless of the size and type of your business, both electronic and digital signatures are needed for your business operations

Some of the reasons why you should use electronic and digital signature services are because they help you reduce the risk of your documents being altered or duplicated. They help reduce the time spent on workflow and help your business reduce its waste footprints substantially. In most cases, they are as legally binding as traditional signatures and documents and can be accepted in courts. With all these benefits, it becomes a no brainer for companies who hope to switch from paper to digital. That is why businesses need to know about DocuSign. 



What is DocuSign?

DocuSign is an electronic signature solution that allows businesses to send agreements for digital signatures. Reputed to be the top global player in the digital signature market; DocuSign offers top-notch workflow automation solutions. With more than  85 million users worldwide, DocuSign has solutions to make every business paperwork efficient and seamless. Not to mention, besides offering electronic signature solutions, DocuSign also allows users to collect information and receive payments seamlessly. 


Why DocuSign?

Save time with DocuSign Solutions

As the online market continues to boom, businesses that must remain afloat realize the need to provide quick and easy service to their customers. With DocuSign, your business can save time by quick and easy electronic forms, different templates for contracts, agreements, offer letters, and many other digital documents. With the use of the DocuSign digital signature service, you can have quick signing processes and a faster contract turnaround.  Passing a document around for signature appendage can be a daunting task, even in a small organization. With DocuSign, you can fast track this process and improve the efficiency of your business ‘operations.


Reduce Printing and Saving Costs

Apart from the glaring fact that digital documents do not take up physical space, using Docusign for your digital signature service solution would help your business cut costs on printing. With less paper pushing in your business, printing expenses would greatly reduce. The amount spent on printing and other materials necessary for document signing can be cut down, as electronic and digital signatures only require smartphones or any other electronic devices.


Save Labor Costs

While an active and robust workforce is essential to any business; there is a great concern about high labor costs. Therefore, to improve business processes (which requires a robust workforce) and reduce document processing time, a lot of processes must be digitized. When these processes are digitized, your team can spend their time on things they’re good at rather than copying and pasting information from one system into another.


Give Your Customers a Better Experience

As the world keeps getting digitized, it becomes obvious that the businesses that will continue to reel in profits. Those who can consistently offer their customers a quick, seamless, and personalized experience. As businesses try to outdo another with competitive social marketing techniques, customers have a larger variety of choices to make and have developed higher tastes.

Business in this century must be quick, fast, and easy. People want better purchase experiences, seamless contract signing, and all in record time. You can use DocuSign to deliver premium and seamless experiences to your customers at a much more reduced cost. With various templates and options, DocuSign helps to ensure that your business meets your customers’ needs in the fastest possible time. 


Integrate DocuSign with your CRM or DBS Seamlessly

The DocuSign solution is what your business needs if you want software that helps you to seamlessly integrate all business processes together. When using DocuSign, you do not have to leave the CRM or any other business productivity solution you are using because DocuSign can most likely plug itself into your existing systems. Also, DocuSign currently offers a wide range of pre-built integrations with more than 350 applications, including Salesforce, SAP, Microsoft Dynamics, and many others. 



How to Implement DocuSign

If DocuSign sounds like what your business needs, you don’t need to grapple with the know-how of its implementation, you can take advantage of the many benefits of using implementation experts. You won’t need to hire or train employees, simply use this digital signature service software. The experts will be able to handle its implementations and the many different solutions you need at any point in time.

With Solusign, your DocuSign implementation can be achieved within a couple of weeks. Also, implementation experts like Solusign will be responsible for the building and maintenance of the solution for your business. With Solusign handling the work, you get premium service while also able to save some hundreds of thousands in labor and overhead costs.


Why Hire Us?

Solusign is the world’s #1 consultancy specializing in DocuSign implementation, including template design and integrations. Visit Solusign to book a consultation now!

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Understand and Set Up DocuSign Document Visibility in 4 Easy Steps in 2020!

Why is DocuSign Document Visibility Useful?

You can use DocuSign Document Visibility to control which recipient sees what in envelopes containing multiple documents. A typical scenario is you want recipients to see only those files which they need to sign. There are a couple of reasons why document visibility can be useful:

  • Cost-effectiveness & Speed. Rather than having to create a separate envelope for each recipient, you’re only preparing and sending one envelope.
  • Audit trail. DocuSign does not retain the digital signature of a document that is completed in a subsequent envelope. By adding all documents in the same envelope, DocuSign document visibility offers an easy way to confirm the validity of all the signatures in the finalized document.

Document Visibility

The setup can feel a little daunting at first, but once you get your head around the different options, it becomes very simple. Let’s get started! This comprehensive tutorial will help you understand how Document Visibility in DocuSign works and how to set it up.


Step 1: Go to Sending Settings

For that, you will need to be an Administrator or have “Delegated Administrator” rights on the account.


Step 2: Decide What you Want to Happen

Document Visibility has four variations based on two decisions. The questions you should ask:

  • Should document visibility always be enabled automatically for all envelopes?
  • Should senders be in control of whether to use document visibility on their envelopes?

Under those possibilities, the second question is:

  • Does every user in the same DocuSign account as the Sender see everything?
  • Does just the Sender see everything?

Document visibility options





Assuming it’s not Off, the four resulting options are:

  • Must sign to view, unless a member of sender’s account
  • Must sign to view, unless the sender
  • Sender can set “must sign to view unless a member of sender’s account”
  • Sender can set “must sign to view unless sender”

I recommend going with either 2-1 or 2-2 because different senders within your account might not be aware that this setting is on, and this could cause a problem.


Step 3: Create an Envelope & Add Fields

You can either create an envelope from scratch or use a template. Be sure to add all documents, recipients, and fields first. Once your envelope is ready to be sent, click on the gear icon in the top right corner, and “Document Visibility.”

Step 3B: Activate DocuSign Document Visibility in the Envelope (Optional)

If you’ve gone ahead with option 2-1 or 2-2, you will need to turn on DocuSign document visibility for that specific envelope.

  • Click on “Actions
  • Then, Advanced Options and turn on the option you set in Step 3.

Document visibility


Step 4: Control Who Sees What? (Optional)

From the tagging page, click on the gear icon and document visibility, the visibility control table opens.

DocuSign document visibility control table

  • Checked or unchecked checkboxes represent the ability for recipients to see or not the corresponding document. In the above example, I (Sofian) can see all documents because I am the Sender. However, the Red document can only be seen by Samantha and the Blue by Bob. Melanie can see all documents because she has the active role “Receives a Copy” recipient action role. Those are the default settings; however, we can edit the checkboxes that aren’t greyed out. 
  • You cannot uncheck checkboxes for recipients whose email addresses are set up in the DocuSign account or your organization, depending on the type of visibility setting applied to your account earlier. By default, documents without fields are presented to all recipients. When turned on, document visibility will only present documents to recipients who have a field assigned on the same form. It’s impossible to control who sees a particular page or not; the setting applies to whole documents.
  • You can control if a recipient should or shouldn’t see a particular form on which they do not have any field given. Always be sure to open the DocuSign Visibility Control Table once you’ve added all your fields. Once you add a field, their visibility will be affected every time you add, remove, and fields on your forms.

If you’re looking for help in setting up DocuSign workflows and templates, get in touch with Solusign!

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DocuSign’s Conditional Logic Setup Step by Step Easy Tutorial

In this tutorial, you will learn how you can use DocuSign’s conditional logic, also called conditional fields to display specific fields based on your recipients’ input or selection. Using this feature can really help your signers navigate through your documents so that they’re less likely to make mistakes when acting on your documents. This is very handy when dealing with long and complex contracts and it’s also a great way to reduce your NIGO rate.



Example time!

Let’s say that you’re asking the following question to your recipient:

docusign's conditional logicYou can use DocuSign’s conditional logic to display the text field only when ‘Other’ is selected so that further information can be provided. Alternatively, you could just set up the text field as ‘non required’ but this would give your recipients the opportunity to simply skip the field. Instead, DocuSign’s conditional logic will force your signers to input some information.


How to Set up DocuSign’s Conditional Logic Overview

  1. Select a trigger field
  2. Rename the label of the trigger field
  3. Select which fields are to be displayed when the condition is met

Step 1: Select a Trigger Field

A trigger can be applied to any of the following fields:

  • Checkbox
  • Radio button
  • Dropdown
  • Text

Step 2: Rename the Label of the Trigger Field (Optional)

Renaming all fields you will include in the conditional logic you’re setting up is highly recommended so that you don’t make mistakes when setting up your rules. To rename Text fields labels, you can rename your field’ labels by accessing the field’s property panel appearing to the right of the document tagging screen when a text field is selected.

docusign conditional logic
To rename Checkboxes or Radio buttons ‘values’ labels, If you’re setting up a rule on Checkboxes, Radio buttons, you should rename the label of each value.

Step 3: Setup the Rule

  1. In the properties panel, expand the Conditional Fields section and click Create Rule.
  2. In the rule banner at the top of the page, define the logic for your rule. In the box for your trigger field value, depending on the field type, you can set the following:
  3. Checkbox: Checked or Unchecked
  4. Radio button: Select the button Value
  5. Dropdown: Select the dropdown option
  6. Text: Enter the specific text for the field value (case-sensitive), or Select the gear icon and Choose any text
  7. Select the fields you want to show to the recipient when they trigger the rule.
  8. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field. Selected fields are marked with a diagonal watermark to indicate they are conditional: Click Done.

docusign conditional logic

Your conditional fields are defined. The recipient only sees the conditional fields if they complete the trigger field, as defined in the rule logic.


How To Delete or Edit a Conditional Logic

Expand the Conditional Fields section in the properties panel to modify or delete existing rules.


What you can do with DocuSign’s conditional logic?

  • Rules set up on checkboxes, radio buttons or dropdowns will display (a) field(s) when one value of the group is selected.
  • You can set up multiple levels of logic
  • With text boxes, you can trigger other fields to display either when any value or when a specific value is entered.

What you Can’t?

  • One same field cannot be conditional to two different triggers e.g. you can’t say ‘whether option A or B is selected, display the same text box’ (but there’s a workaround).
  • Once a field becomes conditional, it cannot be used in a formula field.

Need more help with your DocuSign setup? Tell us about your project!

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How To Create a Template in DocuSign in 2020 Quick & Easy [VIDEO TUTORIAL]

Do you need to send the same type of envelope over and over again? If yes, learning how to create a template in DocuSign is a skill that can save you a ton of time and if you’ve sent a document via DocuSign before, the process is very similar.


Dynamic VS Static Documents

Before learning how to create a template in DocuSign, you need to understand the difference between a Static and a Dynamic document.

  • A document is Dynamic if it contains information specific to your recipient (e.g. Employment Contract or NDA)
  • A document is Static if the data DOES NOT contain information specific to your recipient (e.g. Subscription Agreement, loan application form)

The difference is very simple but important to understand because this is going to determine how you set up and use your template moving forward.


Example time!

Let’s say that you want to send agreements to a new client who wants to subscribe to your fund. You guessed it, it’s a static document.


How to Create a Template in DocuSign

Step 1: From the Templates page, Click New and select Create Template

how to create a template in docusign

Note: If you can’t see the Templates tab, contact your DocuSign administrator and ask them to update your user permissions. You will need Administrator or delegated template creation rights to create a template in DocuSign.

Step 2: Name your template and upload your document(s)

How to create a template in DocuSign


Step 3: Add Recipient(s), a placeholder(s), and signing the order
  • Placeholders‘ are one of the biggest differences between send an envelope and learning how to create a template in DocuSign. When sending an envelope with DocuSign (without a template), you only need to enter their name and email address.
  • With templates, you will also find a placeholder field called ‘Role‘. The Role field, which is optional, can be used to represent a recipient who won’t be the same every time you will be using the template to send your document.
  • For example, since you’ll be using the template to send agreements to different people, you can just enter ‘Subscriber‘ and ‘Co-Subscriber‘ in the ‘Role‘ field of the first and second recipients as you will send the template to different people every time you use it. When you later start an envelope using your template, you will fill in the actual person’s information for that role.
  • Typically, you use placeholder roles for the recipients rather than named persons, as you will send the template to different people every time you use it. However, you should add the persons ‘name‘ and ‘email‘ if this person should always be included in the workflow of the template.
  • For example, yourself, as the Fund Manager need to countersign the Subscription Agreement, you add your own details instead of just adding a placeholder so that you won’t have to do enter to do it every time you use your template. Set a signing order so that you ‘the manager‘ only receive the envelope when all other recipients have signed.

recipients workflow docusign


Step 4: Add an ’email subject’ and ‘message’ (Optional)

Here, you can specify a different email subject and message for each recipient. There’s also an ‘insert merge field’ feature that allows you to merge your recipients’ names and emails in the email subject. Unfortunately, this doesn’t work in the email message – which is a shame – but you can still use it to your advantage. As the Fund Manager, you might want to know who has signed the agreement without having to open the envelope. By adding the Subscriber’s name to the email subject, you will know who you’re about to countersign the agreement by looking at the subject line of your email inbox. Our clients think that’s really cool!

Step 5: Edit Advanced Options (Optional)

Although not required, it is highly recommended to customize the way the template is going to behave with senders and signers so that everybody gets the same experience. It might be a good option to prevent changes made to the template using a password too.

docusign advanced options

Step 6: Click Next
Step 7: Add fields

Just add the field(s) to your document(s) as you would when creating an envelope, then click Save and Close.

subscription agreement docusign

You’ve just Learned How to Create a Template in DocuSign!

The template is now available for you to use in the ‘TEMPLATES’ tab of your DocuSign account. Unless you share the template with others, it is only visible to you at this point. If you need help with this, contact us here or send an email to [email protected]

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How To Send a Document Via DocuSign in 2020 Step By Step EASY TUTORIAL

This post will help beginners learn how to send a document via DocuSign without a template, also called ‘sending an envelope.’ DocuSign envelopes can contain an unlimited number of documents and are routed automatically to your recipients to help you collect information, signature, and much more.


How To Send a Document Via DocuSign

Step 1: Upload your document(s)

  • From your DocuSign Account, click New, then click Send an Envelope.

upload documents to docusign


  • You can upload as many documents as you’d like. DocuSign accepts most common formats, including pdf, doc, docx, pptx, jpg, etc.
  • Click Upload a file to upload a document from your computer, or click Get from cloud to upload a document from Google Drive, OneDrive, or your DropBox account. 
  • Locate the document you want to upload and click Open.
  • You can also click Use a template if you have created one before or have access to shared templates across your organization.

use template docusign


Step 2: Add your Recipient(s) to the workflow

Here’s where you tell DocuSign who you are sending the envelope to.

add recipients to envelope in docusign


  1. Add a Name and Email for each recipient(s).
  2. Assign an action to each recipient(s).
  3. The default action for your recipient is Needs to sign. However, if you want a specific recipient only to be cc’d in the envelope, you will need to change the action to Receives a copy.
  4. Your recipient(s) will only receive a copy of the envelope by choosing this option once everyone else has acted on the document.
  5. As the envelope’s sender, you do not need to add yourself as a recipient unless you need to act on the document. DocuSign will automatically send you a copy of the finalized envelope.
  6. If you’re sending the envelope to more than one person and want your recipients to receive the envelope in a specific order, you need to set a signing order.
  7. Two people can sign simultaneously, e.g., Bob: 1, Sandy:1, Tom: 2. By doing this, you’re not forcing Sandy to sign until Bob has; however, Tom will only receive the envelope once Bob and Sandy have signed.

Step 3: Add DocuSign fields

  • The Fields Palette, document(s), and the name of the first Recipient with a Needs to sign action appear.
  • To add a field on your document for the Recipient selected, drag a field from the fields palette and drop it onto your document. You can adjust its position using your mouse, but you will get better accuracy using your keyboard’s arrow keys.
  • To change the Recipient you add fields for, click on the dropdown to display the list of all Recipients. You will notice that the color of fields for each Recipient varies, making it very easy to identify who you’re currently adding fields for and who you’re still yet to do so.

add fields on documents in docusign


The Most Commonly used DocuSign fields

Depending on which action you want your Recipients to take on the document(s), you will need to add different fields and modify their properties. Below is the list of the fields you’re most likely to use when sending your first envelopes. However, the list is much larger.


Signature and Initials fields

Nothing special here, your recipients will have to click/tap on those, and their signature and initials will appear automatically.

Auto-fill fields 

The fields Date Signed, Name, Email, Company, Title will automatically populate, pulling the contact details from what you’ve entered in the Recipient’s list in Step 2. The date will appear in the timezone of the Sender. The Title and Company fields will populate automatically with the details your Recipient has entered in their DocuSign account profile. If the Recipient hasn’t provided those details or doesn’t have a DocuSign account, those will become standard text boxes.

Text boxes

Text boxes are used to add information to documents before sending the envelope without editing the source document itself or requesting information to be entered by your recipients.

Radio Button

Radio buttons provide options from which recipients can select only one response. Radio buttons are placed as a group, and you can add, remove, or position the individual buttons. When you add a radio button field, the group contains two options. Click the “+” icon to add an option to the radio group.


This is a standard, square box for recipients to select one or more options. You can add a single box or a group of multiple boxes. A checkbox group can include a validation rule to enforce how many checkboxes your signer must select in the group. Click the “+” icon to add an option to the checkboxes group.


This field provides a drop-down list of options. Like radio buttons, recipients can select only one value from the drop-down list. When you place the field, the Options section opens on the properties panel, where you can add the various options your Recipients will choose from.


Editing the Properties of your DocuSign Fields

Depending on each use case and it’s sometimes unique you will need to customize the fields’ properties. Each type of field will allow you to modify different properties. For example, you can make a signature field required or optional, limit the number of characters that can be entered in a text box, or add a numbers only type of validation to a text field. To edit a Field Properties, you can use the Field Properties panel, which appears on the right portion of your screen when a field is selected.


Step 4: Edit the Email Subject and Add a Message

  • This step is optional but highly recommended.
  • DocuSign automatically adds the name of the files you’ve uploaded in Step 1 and their extension in the email subject that your recipients will receive, preceded by ‘Please DocuSign.’ For example: ‘Please DocuSign: Letter_of_offer123.pdf ‘.
  • You can edit this subject and add a message to the recipient by filling in the message fields. You can edit the messaging for each recipient by selecting ‘Custom email and language for each recipient’.

edit email message and subject in docusign


Step 5: Preview and Send your Document

Click on Preview to review your document, then click Send.


Congratulations! You’ve just learned how to send a document via DocuSign. Sending envelopes can be time-consuming, which is why Solusign can help you create DocuSign templates for your business. Please send us a message to learn more!

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DocuSign Bulk Send: Easy Step By Step 2021 Tutorial [VIDEO GUIDE]


Do you want to send the same document to different recipients in separate envelopes? If yes, you must learn how to use the DocuSign bulk send feature. It’s the same as sending an email to different people that you would ‘bcc’. The great thing is that the DocuSign Bulk Send feature can save you a ton of time because it lets you insert information in your documents on a per envelope basis using a CSV. Instead of creating one envelope after another, you can load all the information in a CSV, upload the file to DocuSign et voilà!


Example time!

Let’s say that you are a financial advisor who needs to send subscription agreements to 10 clients in 10 separate envelopes. You want to pre-fill the agreements with your clients’ information which includes their name, address, the amount they are investing, etc. so that the only thing they’ll need to do is to sign. Because you are sending the same type of document to all your customers, you can use a CSV to load the contact details of your customers as well as the specific data that should be added to each agreement before you send those out.



To use the DocuSign bulk send feature, you will need:

  • A DocuSign Business Pro or Enterprise subscription
  • A DocuSign Template (If you haven’t already, check out this tutorial to learn how to create a DocuSign template).

Let’s Get Started!

Step 1: Give a role to all the recipients of your template

  • You need to make sure that all the recipients of your template have a placeholder role.
  • Without one, DocuSign won’t be able to map the recipients’ names and emails that you will enter in your CSV to the recipients of your template.

DocuSign recipient role


Step 2: Rename fields – Data Label

docusign data label

By adding giving a custom data label to each field of your template, DocuSign knows where to place the data that you’re entering in your CSV on the template’s documents.

  • You will find the option to rename a Data label on the right panel that appears when a field is selected.
  • If you don’t rename your labels, it will be impossible to fill out the CSV correctly. Therefore, you should rename the labels of all the fields for which you want to import data using the CSV.
  • Do not insert any special characters in the data label, not even full stops.
  • You can add labels to most fields, including text boxes, radio buttons, checkboxes, drop-downs, and notes.
  • Adding labels to radio buttons and checkboxes allows you to check the right box or radio button from your CSV file. For this, you need to rename the Group Data Label as well as each Radio Button Value.
  • Don’t forget to Save and Close

Step 3. Download the CSV sample

  1. From the Templates page, locate the template you want to use and click on Use.
  2. Click on Advanced edit, not the advanced options.
  3. Click on the little (i) and download the sample CSV template.

docusign send envelopes in bulk


Step 4: Fill out the CSV

Here is how the CSV works:

  • Each row represents a separate envelope and each column represents its fields.
  • Starting from the left, the headers correspond to your recipient’s names and emails, followed by the various fields those recipients own.
  • Warning: You can reorganize the order in which the columns are displayed but do not change the content of the headers.
  • Once you’ve entered all your recipients’ info, it should look like this:


Step 5: Upload the CSV to DocuSign for Bulk Send

Here’s the final step: From the envelope preparation screen, click on Import a bulk list and click on Send now.

DocuSign import a bulk list

If you want to dive deeper into how to use DocuSign, visit learn.solusign.com

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Learn How To Setup DocuSign Account Settings 7-Step Best Practice Guide [VIDEO TUTORIAL]


Whether you’ve just signed for your new digital signature software or have already been using it for some time, this step by step guide will help you learn “How to set up your DocuSign” account in the best possible way. We could spend hours talking about the DocuSign Account Setup page, also called DocuSign Admin page, but today we’ll just learn the most important things you want to have set up before you get started. That includes setting up your users and their permissions, adding your branding, selecting the right time zone, and a couple of other useful parameters.


Accessing DocuSign eSignature Admin

To access the Admin settings from the Homepage, Click on the Silhouette at the top right corner. 


1. Timezone

  • Let’s start by setting up your account with the right timezone.
  • Click on Regional settings, select your timezone and the date & time format of your choice. 

How to setup docusign account

Note: the date format here relates to the way the date & time will appear on the DocuSign interface and not on the actual documents. You can set different formatting of the way the date will appear on documents in another setting that we’ll cover a bit further.


2. Branding

This page allows you to add your logo to the envelopes.

  • Click on Brands and Add Brand
  • Enter the name of your brand
  • Then, Select Set assign default and Create your theme. On this page, you can see that you can upload two different logos: the signing logo and the email logo.

The signing logo is the one that will appear at the top right corner of the screen of your recipients during the signing process. I recommend uploading a high-quality logo and the size doesn’t really matter because DocuSign will resize automatically but it has to be less than 300Kb.

The email logo will appear in the email that your recipients will receive. Make sure the one you’re uploading isn’t too large because DocuSign won’t automatically resize itI recommend using a logo of 296 by 76 pixels. It’s a good idea to send yourself a test envelope before you go live to double-check that the result looks exactly as you want.

  • Finally, you also might want to change the default color theme that DocuSign already got in place. To do that, just by clicking on the colors you want to change and enter your color number or use the eyedropper to choose a color from the logo you’ve uploaded.

3. User(s) and Groups

A. Permission Profiles

Your DocuSign account comes with 3 different types of permissions: DS Admin, DS Sender, and DS Viewer.  By default, only administrators can create DocuSign templates. While I recommend you have at least two admins, you should be keeping the number of administrators to a minimum, for security reasons. For that same reason, you might want to allow your non-admin users to create, use, and share templates. You will find below how to create a custom permission profile.

  1. Click on Add permission profile
  2. Give it a name Sender + Templates for example
  3. Then, Click on the dropdown from the Template menu
  4. Select Share, this will allow you, users, to create, use, and share the templates they’ve created. You will now be able to assign this permission profile to your new users when setting them up and update existing ones.

B. Groups

If you are setting up multiple users, the best practice is to Create user groups, which will help you manage your users and their permissions quicker.

  • From the left menu, click on Groups.
  • Then, Add as many Groups as you’d like.

Note: A user can only be allocated to one group.


C. Users

You can either set up new users one by one by:

  • Selecting New user and following the steps or,
  • If you’ve got quite a few accounts to set up, choose Bulk actions > Add users, then click on sample file to download a CSV template.
  • Once you’ve added your users to the template, return to the DocuSign admin page and click on Upload CSV file and locate the CSV.

4. Signing Settings

To improve the signing experience when using DocuSign on a mobile device, make sure that the box Allow recipients to view mobile-friendly documents with responsive signing” is checked.

  • Choose the Date and time format that you want to appear on your documents
  • Make sure that the box Attach documents to completion email” is checked so that DocuSign will automatically email all recipients a PDF copy of all agreements once finalized.

5. Email Preferences

By default, DocuSign will email you for anything that happens on the account or an envelope you sent. Untick any event you don’t want to be notified about.

Note: Users can override their own Email Preferences on their My Preferences page.


6. Reminders and Expiration

If you want DocuSign to remind your recipients to sign an envelope you sent them, turn on the option.

  • The First value relates to the number of days you want DocuSign to wait before sending the first reminder out.
  • The Second value is related to the number of days you want DocuSign to wait for each reminder.
  • If you Select 0, your recipients will receive a reminder every day, until they sign.
  • If you Select 1, DocuSign reminds your recipients every second day.
  • If you’re tempted to update the Envelope expiration settings, be careful. Once an envelope has expired, you’ll need to resend it, which will cost you a new envelope.

7. User-level Settings

From the Home page, Click on the Silhouette and select My Preferences.


Personal Information

If you’ve got one, adding your professional photo can give a more professional and personalized look to your envelopes. Add your position title and company if you haven’t done so when setting up the user profile and signature. You can choose from a selection of signatures and also upload one if you’ve got one saved as an image. If you want to draw one, you’ll get a better result by using your fingertips rather than your hand, so I recommend downloading the DocuSign mobile app.


Privacy and Security

In case you want to increase security by adding a second-factor authentication.



Turn on/off any events you do or don’t want to receive an email notification for. Your DocuSign account is now correctly set up! You’re off to a great start, but don’t stop there: the next step is to learn, How to set up send your first DocuSign envelope!

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