DocuSign Integration Guide

Overview

PractiFI’s direct integration with DocuSign allows you to send documents for signature and track the status of envelopes and recipients. You must have an active DocuSign plan to use this integration.

Installing and enabling DocuSign for Salesforce (System Admin)

1. Go to the DocuSign App Exchange listing:

2. Follow the instructions to Install the DocuSign for Salesforce app

3. Go to PractiFI Settings (top right menu)

4. Go to Config Settings

5. Click the pencil icon to edit

6. Select the Integrations sub tab

7. Tick ‘Enable DocuSign’

8. Save

Enabling DocuSign Integration Users

1. Go to Salesforce setup

Salesforce Setup2. Click on the ‘+’ in the nav menu to show apps

3. Click on the DocuSign Admin app

4. If prompted, log in to DocuSign with your credentials

5. Click Users in the nav bar menu

6. Ensure appropriate users appear in the list (Also, ensure you have enough DocuSign licenses. Each additional user may be an additional charge)

Using DocuSign

Sending a document for signature:

1. Go to Client View or Person View

2. Click ‘Send with DocuSign’ from the Launcher Menu

 4. If launching from Client View, you will be prompted to select a contact

5. DocuSign will open in a new tab

6. Complete the process as per DocuSign user guides (see the App Exchange listing for further DocuSign user guides)

Viewing the status of DocuSign envelopes and recipients:

1. Go to Client View or Person View

2. Click on the Interactions tab

3. Go to the DocuSign Status sub tab

4. You will see envelopes and recipients status (note that attachments will only appear for Completed items)

5. For further detail, click the pencil icon for each record