Question

DocuSign Workflow Integration

Forms Workflow

Updated May 5, 2020

asked on May 14, 2019

I realize there are 3rd party companies who have developed DocuSign Integration for workflows, but I was wondering if it is on Laserfiche's radar for development. At the end of the day I would like our staff to have the capability to complete a Laserfiche form, submit, place in applicable folder and send through DocuSign only by using the workflow.

Anyone out there be able to answer this for me?

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Answer

SELECTED ANSWER

replied on May 16, 2019

Hi Bill,

A future release of the Laserfiche integration will support sending documents for signature using Laserfiche Workflow. It is not currently targeted to be updated this year. In the meantime, it looks like your solution provider currently supports using a Laserfiche Workflow customization to automate digitally signing documents with DocuSign.

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replied on November 5, 2019

Bill

We have developed 4 WF activities that automate digital signatures We can tie them into forms, but there seems to be varying ways and methodologies people want to do this. If you still have an interest in digitally signing LF forms generated documents, I would like very much to speak with you regarding this topic to understand if our WF activities really do address your requirements. Thank you. Bob McCoy - STG

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replied on May 5, 2020

Hello! I am looking to accomplish this as well. We have a process started in Laserfiche Forms, and documents created that need to be sent to Docusign for a signature. How could we utilize a workflow to send this to docusign?

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Replies

replied on May 14, 2019

Hi Bill

We have just built exactly what you are looking for and are presently testing it with a customer.

Please reach out to me at steve.knowlton@ricoh.ca and we can chat.

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DocuSign Workflow Integration

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