Question

Is there a "Send to DocuSign" Workflow Task?

Workflow Integrations

Updated April 16, 2019

asked on July 24, 2014

We have a process where, as documents are saved to Laserfiche, we want to send them through DocuSign, to the recipient defined in the metadata, for their signature.

Ideally the sending would be performed by WorkFlow, and the returned document would come back to our Repository, replacing the original document, just as if it was sent by a user through Web Access to DocuSign.

Is this possible? In the works for a future release?

Thanks,

Greg

1 0

Answer

APPROVED ANSWER

replied on July 24, 2014

There isn't one yet. We're looking into it, but don't currently have a release date.

0 0

View 5 previous replies

replied on November 13, 2015

Thanks Miruna, has there been any progress on this yet? We have another customer who'd like to do the exact same thing.

0 0

replied on November 13, 2015

Sorry, not yet.

0 0

replied on September 26, 2016

Miruna,

It looks like this feature was still not available as of November last year. Can you please provide an update? Is this feature still in the works, or has it been abandoned?

Thanks,
Ryland

0 0

replied on September 26, 2016

It hasn't been abandoned, but it's not on the roadmap for the near future. It's not as simple as it sounds and it may require each customer to get their own integration key from DocuSign.

0 0

replied on November 27, 2017

Hi Miruna,

I have a client that is looking for the same possibility to trigger a Request for Docusign Signature inside of Workflow, setting the Envelope and choosing the email's for signatures from tokens. Do you have any updates on this, possibly a timeline?

0 0

replied on November 27, 2017

Sorry, I don't currently have a release date for it.

0 0

replied on April 11, 2019

Just checking in to see if there is an update for this question.

0 0

replied on April 16, 2019

Hello, there is already a DocuSign workflow activity available or purchase from Cities Digital. https://www.cdi.support/laserfiche-integrations

0 0

Replies

replied on September 12, 2014

We also want this functionality. Laserfiche workflow can gather the necessary documents still required for a new hire packet but we want workflow to submit to DocuSign so it isn't a manual process.

1 0

replied on November 3, 2016

Cities Digital has a DocuSign/Laserfiche workflow activity. contact Sales@citiesdigital.com for more information.

0 0

You are not allowed to follow up in this post.

Question

Question

Is there a "Send to DocuSign" Workflow Task?

Answer

Replies

Sign in to reply to this post.