The Integration for DocuSign module allows you to upload DocuSign envelopes from OnBase to the DocuSign service. Once an envelope is uploaded to the server, DocuSign generates email notifications and sends them to the required signers. Once a document is signed by all required parties, the document in OnBase can be updated to reflect the signatures.
Note:
If you are licensed for EDM Services and sign a document that is part of a revisable Document Type, a revision of the original document reflecting the signatures is stored in the system. For more information on revisions, see the EDM Services documentation.
There are four main components to using Integration for DocuSign in the OnBase Client: