Workflow - Integration for DocuSign eSignature - English - Foundation 22.1 - OnBase - external

Integration for DocuSign eSignature

Integration for DocuSign eSignature
Foundation 22.1

When Workflow is licensed, designated rules and actions within Workflow allow you to automate certain processes within the Integration for DocuSign module.

The Upload to DocuSign action automates uploading of incoming documents to DocuSign. In this fashion, unlike the ad-hoc functionality in Integration for DocuSign, it is possible for an envelope to contain more than one document if there are related documents present.

The DocuSign Envelope Completed rule checks to see if the primary document of an envelope has been returned from DocuSign.


For more information on actions, rules, and related documents, see the Workflow module reference guide or help file.