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.
For more information on signing documents in a specific module, see the corresponding module reference guide.
File Type |
Conditions |
---|---|
Image |
Signature Pad Interface (TWAIN)
Integration for DocuSign eSignature
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
Note:
When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module. |
|
Signature Pad Interface (TWAIN)
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
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)
|
Unity Form |
Unity Forms
|
Microsoft Word, Excel, and PowerPoint |
Integration for DocuSign eSignature
Note:
When licensed for Workflow, you can upload documents to the DocuSign interface in any client using the Workflow module. |