Question

Automating Signature Integrations (SIGNiX, DocuSign)

Integrations

Updated March 24, 2017

asked on March 23, 2017

Is there any current method for automating the SIGNiX or DocuSign integrations? I have configured the integrations and I can manually select documents to be signed, but if I have a business process in Forms that I need a signature on every time, it would be nice to be able to automate as much of the process as possible. I've seen nothing eluding to a custom script being possible, or any current tools being able to process this request.

If this is not currently a viable option, are there plans to improve the signature function of Forms to a comparable level of authentication and validation?

Thank you!

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Replies

replied on March 23, 2017

This is a common request we are receiving as well. Here are some use case examples:

1. HR - Every year there are human resources forms that need to be signed by large groups of employees internally. Let’s say a W2 or I9 as an example documents. The organization would like to send these out in bulk and not have to click thousands of times to send to each employee. They have to use a 3rd party solution, like DocuSign.

2. Purchasing - After a contact is developed and approved in Laserfiche Forms, the customers want it to be immediately sent to the outside contractor for signature with DocuSign. The don’t want to have to go into Laserfiche and manually kick off the DocuSign integration for each document.

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replied on March 24, 2017

Hi Brian,

You can contact Brandon @ SIGNiX to help answer any questions you have about automation. 423-362-8233

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Automating Signature Integrations (SIGNiX, DocuSign)

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