Configuration Overview - Integration for DocuSign eSignature - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Integration for DocuSign eSignature

Platform
OnBase
Product
Integration for DocuSign eSignature
Release
Foundation 24.1
License

There are three main components to successfully configuring the Integration for DocuSign module:

Once you configure these components, you can begin uploading documents to sign using the OnBase Client and/or Unity Client.

Note:

The Unity Client does not require that you configure signature locations on Document Types for signing; however, if a user uploads a document belonging to a Document Type that is not fully configured, the document must be edited as a draft in DocuSign before it can be signed.