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Question

Question

Can Workflow automate internal Docusign signatures without Web Access?

asked on January 30, 2014

 I see you can send the document from Web Access to Docusign for a third party to sign and send back.  What if the document is received and needs to be signed by 2 or 3 people internally where it is received? I am sure the user could log into web access and send it to docusign, which it would in turn email back to the same company.  That seems tedious.  It would be great if workflow could manage the send/receive to docusign and even add the signatures without the need for Web Access.

Does anyone know if this is possible?  Please point me in the right direction.

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Replies

replied on January 30, 2014

If workflow added the signatures, wouldn't that defeat the purpose of a digital signature? In that situation you could have workflow add any signature without the owner of the signature ever knowing.

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replied on January 30, 2014

Wouldn't it void the point if Workflow just signed for the users? Then someone could set up a Workflow that always signed as a specific user and it wouldn't have any meaning whether the user themselves actually signed?

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replied on January 30, 2014 Show version history

I think the point is to have workflow send the same information out as when a user in Web Access marks and sends a document to DocuSign to have it signed. 

 

I think you are asking, can the trigger be handled from Workflow so that you can have workflow send a document to DocuSign to have it request signatures from those involved. If you have that type of capability, then sending it to internal company employees is a matter of a simple setting.

 

 

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replied on January 30, 2014

Ken,  yes that is what I am looking for.  I'd like it to be able to pass the docusign credentials of the chosen signer to streamline the process.  Some customers do not have Web Access, so a Workflow connection to Docusign would save them cost.

 

My customers get adobe documents to sign and commonly 2-3 people need to sign them.  Being able to have Workflow push the document around and at approval steps then have docusign automatically sign the document would be the home run ball.  With a good security policy and procedure Blake and Justin's issues would be void.  Maybe as a work around to have the user interaction, have a field they have to fill out with their Docusign password that gets passed.

 

The current process is cumbersome at best as Adobe Standard is not handled well inside the LF Client.  This is going to be a larger issue going into 2015 in construction as that market pushes more mobile and tries to eliminate the paper.  Maybe coming out of this would be a feature request so the LF Client can run Adobe Standard inside it to support Adobe digital signatures.  That would be just as easy and also remove Justin and Blake's issue.  A private stamp that connects to the user account to pull his Adobe Signature maybe?  Just throwing out ideas now.  The users will need to be able to sign from their phone and tablet as well as the full client, so the more we can automate on the back end, the better.  LF Digital Signatures are DOA in the commercial space that I have seen.

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replied on December 1, 2021 Show version history

No activities come up for me when searching the workflow toolbox for the word "docusign". It seems this might not be possible, all docusign initiation must be done manually.

The problem it creates is that a user finishes a forms task, then they need to go find the document in the repository so they can send it out to be signed. Why can't workflow just collect the contact email from forms and initiate the signature right away?

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replied on December 1, 2021

Hi Chad, there is a DocuSign Workflow Activity available on the Integration Marketplace here. https://www.laserfiche.com/marketplace/docusign-integration-cdi/

We don't have a DocuSign workflow activity built into Workflow currently. 

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