In this article:
- Integration options - your DocuSign account or ours?
- How to enable the DocuSign integration
- DocuSign workflow with files
- DocuSign workflow with contracts
Docusign is a leading digital signing service and it allows you to take files and contracts that you have uploaded in LawVu and send them out for signing at the click of a button.
No more printing, posting and waiting - using DocuSign gives you immediacy and visibility over the entire signing process.
Integration options - your DocuSign account or ours?
We have two ways that we can set up the DocuSign integration:
1 - If your organisation already has a Docusign account then we can use your Docusign account to complete the integration. This means that any contracts or files that are signed will also be saved inside your Docusign account.
2 - If you don't currently have (or don't want) your own DocuSign account, then you can use LawVu's DocuSign account.
Outwardly both options work the same way but the main difference is the data retention.
Using your own DocuSign account, you can always log in to DocuSign and see a history of the documents that you have signed.
Whereas, if you use our account, then there is no option to log in separately to DocuSign and documents are automatically purged from DocuSign after signing. DocuSign customer accounts are created as child accounts of the main LawVu DocuSign account and remain segregated from all other customers. The LawVu activity log is updated whenever action is taken on the file in LawVu, so that you have full visibility of the status of the document.
How to enable the DocuSign integration
The DocuSign integration can be enabled by a person with the Organisation Admin role and is a simple process:
1 - click into the 'Settings' area
2 - click into 'Integrations'
3 - click the 'Find out more' button on the Docusign card.
Then click onto the 'Get started' button ...
A small window will pop-up and you can enable the integration but clicking the 'Enable now' button.
Enabling DocuSign like this is the quickest way to get started and will assume that you already have your own DocuSign account.
The first time you send a document from LawVu over to DocuSign you will be asked to log into your DocuSign account ... and from there the process will work as normal.
How to use the LawVU Docusign account
You'll still need to go through the steps above to enable the DocuSign integration - and after you have done that - just get in touch with us via the support icon at the bottom right and ask us to set it up to use the LawVu account.
We will be able to supply pricing and make the necessary adjustments behind the scenes.
Note: We are building out a user interface to enable you to do all of this yourselves but for the moment you'll just need to get in touch and we'll do it for you.