DocuSign

You can send PDF documents for signing. The documents have the following statuses in the repository until they are signed:

Status	Meaning
[sent]	The document was sent and cannot be edited.
[received]	The document was received but hasn't been signed yet. It is still locked for editing.
[signed]	The document was signed by all the signers. The document can be edited again.

The following statuses are also available:

Status	Meaning
[rejected]	One of the signers has declined to sign the document. The document can be edited again.
[expired]	At least one signature was not provided within the given period of time. The document can be edited again.

If you have access to your company's account in DocuSign, you can view a list of all the documents that are currently in the signing process.

Get document signed

Information

You can send PDF documents for signing. The signers do not need an ELO account or a DocuSign account for this.

Alternative

To have a contract document signed, use the Get contract document signed function.

Method

1. Select the document you want to have signed.

2. On the Document tab, click Sign > Document for signing.

   

   Fig.: 'Select DocuSign envelope template' dialog box

3. Select the template you want to use.

Standard or anchor

Fig.: 'Start a signature process' dialog box

1. In the Start a signature process dialog box, select who should receive the document for signature.

   The document will be e-mailed to the recipients in the order you select here. If you want to be the first to sign the document, put yourself at the top of the list.

2. Click Sign with DocuSign.

Result: Standard or anchor

The document is sent to the first e-mail address you entered. As soon as the document is signed, it is sent to the next e-mail address in the list.

In the repository, it is assigned the status [sent].

Outlook: Standard or anchor

If you do not get the signed document back or want to cancel the signing process for other reasons, contact a user with a DocuSign account in your company.

Editor

Fig.: 'Start a signature process' dialog box

1. In the Start a signature process dialog box, enter the e-mail address of the person who requires access to the DocuSign editor.

2. Click Sign with DocuSign.

Result: Editor

You will get an e-mail with a link that takes you to the editor in DocuSign. Change the settings as needed here.

Get more information about using DocuSign here: https://support.docusign.com/en/ (opens new window).

Get contract document signed

Information

You can send contract documents in PDF format for signing. The signers do not need an ELO account or a DocuSign account for this. Unlike the Document for signing function, the contractual partner is automatically extracted from the contract and does not have to be entered manually.

Method

1. Select the contract document you want to have signed.

2. On the Document tab, click Contract document for signing.

   

   Fig.: 'Start a signature process' dialog box

   

   Fig.: 'Start a signature process' dialog box

   The contractual partner is read out of the document.

   You can have the document signed by another person.

3. Click Sign with DocuSign.

Result

The document can first be sent to the optional signatory and then to the contractual partner.

In the repository, it is assigned the status [sent].