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

Integration for DocuSign eSignature

Platform
OnBase
Product
Integration for DocuSign eSignature
Release
Foundation 22.1
License

Integration for DocuSign provides complementary functionality to DocuSign by automating many of the tasks surrounding signature management. DocuSign is an eSignature service, where an envelope (a batch of one or more documents) can be uploaded and signed securely and electronically online.

The OnBase Integration for DocuSign allows administrators to configure signature locations and designate signers for specific Document Types from within the OnBase Client. Once configured, documents residing in the configured Document Types can be uploaded to DocuSign, either on an ad hoc basis or by using a DocuSign-specific Workflow action (must be licensed for Workflow). E-mail notifications alert signers that a document is ready for them to sign, and once a document is signed by all required parties, it becomes read-only and can be returned to the OnBase system.

Once documents are returned to the OnBase system, users may verify the signature to ensure the documents have not been altered in any way after signing.

The following table provides an overview of the file types you can sign in different environments. The table includes the conditions necessary to sign the file type, including the necessary modules, the appropriate OnBase clients, and the methods by which you are able to sign the file type in the specified environment.

Note:

For more information on signing documents in a specific module, see the corresponding module reference guide.

File Type

Conditions

Image

Signature Pad Interface (TWAIN)

  • OnBase Client: Allows signing using Topaz devices and Wacom devices.

  • Unity Client: Allows signing using Topaz devices, Wacom devices, and the mouse.

  • Web Client: Allows signing using Topaz devices, Wacom devices, and the mouse.

Integration for DocuSign eSignature

  • OnBase Client: Allows uploading to the DocuSign interface, where the document can be signed.

Note:

When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module.

Text

Integration for DocuSign eSignature

  • OnBase Client: Allows uploading to the DocuSign interface, where the document can be signed.

Note:

When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module.

PDF

Signature Pad Interface (TWAIN)

  • Unity Client: Allows signing using Topaz devices, Wacom devices, and the mouse.

Note:

You must also be licensed for PDF Framework to sign PDF documents using the Signature Pad Interface in the Unity Client.

Integration for DocuSign eSignature

  • OnBase Client: Allows uploading to the DocuSign interface, where the document can be signed.

Note:

When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module.

E-Form

Signature Pad Interface (TWAIN)

  • OnBase Client: Allows signing using Topaz devices.

Unity Form

Unity Forms

  • Unity Client: Allows signing using the mouse and Topaz devices.

  • Web Client: Allows signing using the mouse.

Microsoft Word, Excel, and PowerPoint

Integration for DocuSign eSignature

  • OnBase Client: Allows uploading to the DocuSign interface, where the document can be signed.

Note:

When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module.