You are viewing limited content. For full access, please sign in.

Question

Question

Feature Request: Person Sending for Signature Also Needs to Sign

asked on October 17, 2019

Discussing how the integration with the Laserfiche Web Client and DocuSign works with a client and they voiced some frustrations that we think could be solved with an added feature. I don't know if it's possible, but thought I would put it out there.

The clients frustration is that the person sending the document for signature is also the person that needs to sign it. Currently after it is sent for signature from Laserfiche the user receives an email that they click on that then takes them to the document in DocuSign for signature and then it sends it back to Laserfiche. Discussing this internally, we were wondering if it would be possible when sending the document for signature to have a check box saying that the person sending the document will also be signing it? If yes, then after sending it for signature, if DocuSign can send back a URL and then open a new tab or window directly to the document to be signed. This would prevent the end user from having to go back and forth.

Curious to hear your thoughts.

1 0

Replies

replied on October 17, 2019

Cities Digital (CDI) has an integration with DocuSign that already does that and a lot more.

https://www.cdi.support/laserfiche-integrations

 

 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.