E-Signature

DocuSign is a service provider that allows FIs to request e-signature by sharing the files and documents with the borrower. The digital signatures using DocuSign are used for the Salesforce app with DocuSign Portal. The document shared is primarily generated by document generation services such as CSI for designing the recipient's email address. Signers can be borrowers, co-borrowers, or guarantors. When a request for an e-signature is sent, an envelope ID is generated that indicates the request is sent and the document is acknowledged. 

Integration procedure

Prerequisites

Before you proceed to request an e-signature, ensure that the following prerequisites are met:

• DocuSign package is installed.

• The documents required to be signed are generated.
  

  Note:

  These documents contain an anchor tag and recipient information that tells which recipient needs to sign in which place.

Steps

To request an e-signature using DocuSign integrated with Salesforce:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) > Applications.

3. From the list of applications, select the required Application ID. 
   

4. Go to More > E-Signature.
   

   

   The list of documents or files uploaded on the Documents & Disclosures page is displayed.

Review

The E-Signature page is displayed with the Review section that lists the files to be shared for e-signature requests. 

1. You can download the file shared for e-signature.
   

   To do so, select the Download icon in the corresponding download file column. The file size and date of document generation are displayed in the corresponding File Size and Created Date columns. 
   

2. You can also request e-signatures.
   

   To do so, select Execute. 

3. Select Yes, Continue to confirm and send the document for e-signature.
   

   Select Ok in the success window.
   

   The documents with e-signature requests are emailed to the recipients present in the application. 
   

   Note:

   After the request for e-signature is sent, the Execute button is greyed out. 

   

   An email is shared with the recipient.

   1. After selecting Review Documents, the recipient is directed to the DocuSign portal, where the document for which the signature is requested is displayed.
      

   2. After signing all the documents in the DocuSign Portal, select Finish.

      An Envelope ID is created on the application for each request sent to the signer to verify the status of the request sent. The signed documents are received as a response to the request sent.

      • An email is sent to the recipient of the request. 
        

      • When all the requested documents are signed, a Completion Status response is received.

Signed Documents

The Signed Documents section on the E-Signature page displays the list of documents acknowledged and received after signatures. You can download the file shred after the e-signature. To do so, select the Download icon in the corresponding download file column.

Error Handling