This article describes a typical DocuSign workflow based in a default  Agiloft KB.

This process includes creating DocuSign envelopes, and then sending them off to the required parties for signatures.

Create a DocuSign Envelope

DocuSign envelopes are used to send completed contract documents to the recipients to be signed electronically. To create an envelope:

1. Open the Contract record that contains the attachments you want to include in the DocuSign envelope.
2. Navigate to the Attachments tab. Scroll down to All Contract Attachments.

3. Make sure you see all the attachments you want to send. If you need to add them, use the fields to upload additional files. DocuSign envelopes can accept .pdf, .docx, .jpg, and .xlsx files.

   If you need to merge the same set of files into a single PDF, use the DocuSign Account Settings to attach a Certificate of Completion.

4. To designate which attachments you want to include in the envelope, you can either:
   • Click the To Be eSigned field directly in the row to edit it.
     To Be eSigned field set to Yes
   • Select all the attachments, hover over Selected File(s) Action, and click Add to E-Sign Packet. 
5. Click Run the Action on the Confirm window that appears.
6. When the button appears, click Close.
7. When all the attachments are in the envelope, go to the Signature tab and locate the ESignature Files section.
8. Check the table to confirm all the attachments are present.
9. In the Signers section, enter all the signers for the packet.
10. In the DocuSign Envelopes section, click Create DocuSign Envelope. This packages the attachments into a DocuSign Envelope record, and creates a DocuSign Recipient record for each signer that is linked to the envelope. The Envelope record appears in a pop-up window in Draft status. The status fields are locked from editing, and are updated automatically by action buttons or updates from the DocuSign API.

Although we now have the DocuSign Envelope record in the  Agiloft KB, the actual DocuSign envelope still hasn't been generated via the DocuSign API, which means you can still make edits to the email subject, custom messages for the recipients, and other settings.

Send the DocuSign Envelope

Next, proofread your work and make any necessary adjustments before you actually send the envelope to the recipients.

1. Make sure that all the information found in the fields is correct, such as names, email addresses, and files. After this step, it becomes much more difficult to make changes.

2. Click Create and Preview to create the envelope and show it in the DocuSign web interface. Here, you can make changes before you send the envelope, such as adding or moving DocuSign elements in the individual documents, and adjusting settings for the envelope and its recipients.

   Don't click Send before you're ready; the Send button creates the envelope and immediately distributes it to the recipients to begin signing. If you do click Send and need to make corrections afterward, and the recipient hasn't completed their step in the process yet, you can click Edit Envelope to make changes.

3. Use the preview to check all the tags in your document. The preview shows what the signer will see when they open the envelope. If the attachments were generated by a document template, the tags are usually already in position, but you can adjust them if needed, add more tags manually, and choose whether a tag is required or not. The recipients are listed in the upper left, and you can add new DocuSign fields by dragging them from the left pane to the body of the document. Similarly, existing DocuSign fields in the document can be removed or dragged to new locations. 
   

4. When you're satisfied with the envelope and its contents, click Send to start the signing process and send the document to the first signers. If you aren't ready to send it yet, but you want to return to the envelope later, click the Other Actions drop-down and choose Save and Close, or Discard if you don't want to save. 

   Do not close the DocuSign browser window manually. This locks the DocuSign Envelope record from editing until the lock times out.

Resending an Envelope

If a recipient reports an issue with delivery, or if you want to remind recipients of the envelope by sending it again, you can click Send again in the DocuSign Envelope record, even if the envelope is Sent or Delivered already. If the Send button doesn't appear in the record, go to Setup DocuSign Envelopes, edit the Send action button field, and edit the visibility condition on the Options tab to include the Sent or Delivered statuses.

Track Envelope Progress

The Status value of the envelope record and recipient records is updated as each signer receives and signs the document. If a recipient forwards to another signer, the recipient record is automatically updated to reflect the new signer; forwarding to another singer essentially assigns the envelope to someone else. If a new recipient is added from within DocuSign, a new recipient record is automatically created in Agiloft.

Once all signers have signed the documents in the DocuSign Envelope, the DocuSign API sends the signed PDF back to Agiloft.  Agiloft then changes the Status value of the contract to Signed, and converts the signed PDF to an Attachment record and links it to the contract.

DocuSign sends out email notifications to the DocuSign administrator account and the recipients when the envelope is completed. Notification settings can be changed in the DocuSign account.