DocuSign Module Overview
Integration with DocuSign will allow Sherpa CRM users the ability to seamlessly manage the secured digital signing of proposals with recipients outside of an organization. This partnership will help Sherpa CRM users automate back-end document processing to eliminate manual rekeying of data and associated errors, reduce operating costs associated with paper, ink, faxing, and mail, and also increase customer satisfaction with the convenience of signing agreements anytime, anywhere, on any device.
Uploading the Document:
From the Accounts tab, choose your Documents tab. Click the + sign and upload your document:
- Select your file to upload
- Give it a file name and description
- Hit Save
Once you have uploaded your document to the documents tab:
- Select your file you want to submit to DocuSign
- Click on the DocuSign button
- Choose the Recipient(s) you want this document to go to
- Click Send to DocuSign
After you enter Login Credentials, you will then be taken to DocuSign
Remember Me checkbox remembers the username and password.
- Here you can chose where to place the signature, initials, date, etc. as shown on the left side of the screen under the Standard Fields options.
- One you have the fields added that you want click on “send” in the upper right side.
Your chosen recipients will receive the document via DocuSign to their email, so they can review and sign. You will receive an email notification back when completed.
After sending, you will be able to check the status, view, and download the document from within your DocuSign tab on the Account in Sherpa
Accessing DocuSign Documents in Sherpa
To access DocuSign and view documents, search for an account you have sent a document over to DocuSign, and then on the Accounts window click the DocuSign tab. This DocuSign tab will allow you to view and access all documents for that account that have been sent over to DocuSign.
- If you want to view the status of the document click on “Update DocuSign Status.” The status will reflect within the Status column for the document.
Note: you can only choose to update the status once every 15 minutes. If you try prior to the 15 minutes you will receive the below message:
- Select a document you want to view and click on “View Document on DocuSign” where you can view and print the signed document from DocuSign portal.
- Clicking on “Download Document” will populate the signed document.
The below message will appear, allowing you to choose to save the document to the documents tab of the account.
- To delete a document, choose the document you want to delete and click on “Delete DocuSign record.” A message will appear asking you to confirm your deletion.
Submitting Populated Templates to DocuSign
In the Financials tab when choosing to populate an Excel or Word Template you now will have the option to send it directly to DocuSign.
- Populate the Template
- Choose the Save icon in the populated document
- A Save Documents window will appear
- Pick from 3 options, save file manually, save to document storage, or send the file to a customer using DocuSign.
- Choose to send the file to DocuSign
- Choose the Recipient(s) you want this document to go to
- Click Send to DocuSign and follow steps noted above in the manual
Requirements for DocuSign Module:
- You will need to have or be utilizing the Sherpa Document Storage Feature
- You will need to have a DocuSign account.
Comments
0 comments
Article is closed for comments.