DocuSign integration

The Weagree Wizard’s DocuSign integration allows the user to initiate e-signing of all contracts and schedules in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either signatory are automatically handled by the Weagree Wizard and returned e-signed contracts are automatically stored with the correct contract entry.

DocuSign integration can be enabled and configured as follows:

1. First, ensure that API integrations are enabled. If you open the Configuration Weagree Wizard item on the Administrator page, and no subitem API integrations appears in the list on the left, they are currently disabled. In that case, open the subitem Key functionalities. On the main part of the screen, move the API integrations slider to the right (i.e. “ON”) position and click Save.

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2. Open the API integrations subitem (that has now appeared).

3. Click on DocuSign in the plugin list.

 

4. The plugin’s settings will be displayed on the right:

a. Set the top switch to the “ON” position to activate DocuSign integration. After activation, a grey checkmark will appear in the plugin list’s right column.
Note: ensure that no other e-signing plugin, such as Evidos, has been activated. If any such plugin has a grey checkmark, click on its name, set its top switch to the “OFF” position and click Save. When the checkmark has disappeared, return to the DocuSign settings and continue with the next step.
b. Set the second switch to the “ON” position to activate DocuSign’s e-signing functionality (other APIs may have multiple, independent functionalities).
c. Insert all required DocuSign details (if you are unsure about these, please contact your IT department or DocuSign).
d. Insert prefixes that will be appended to the names of e-signed documents and receipts.
e. Insert a default subject for the DocuSign notification e-mails (when initiating e-signing, users may change the subject if they prefer).

5. Click Save.

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