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      DocuSign Integration

       

      Clinked has an integration with DocuSign that allows receiving signatures on Clinked documents. 

      This article will explain:

      How to connect DocuSign to Clinked

      DocuSign integration on Clinked is a global setting. This means once the integration is enabled, it will be available to use account-wide and members will not need to make any further adjustments.

       

      The DocuSign integration, just like any other global settings on Clinked, can only be switched on by an account administrator. 

       

      In order to activate the integration, please follow the steps below:

      1. Navigate to the account settings
      2. Click integrations from the account settings menu
      3. Locate DocuSign integration from the available settings
      4. Turn the toggle button on 

       

       

      When the integration is switched on, you will be redirected to DocuSign to authenticate and grant permission to Clinked. After the authentication process is complete, it will automatically redirect back to Clinked and the integration will be ready to use on your account.

       

      How to request a signature using DocuSign

      1. Navigate to files
      2. Select the document or file you want signed
      3. Click 3 dots on the panel to the right side of the file to view the options (this might be located below your file to better fit the display size of your screen) 
      4. Choose DocuSign
      5. Click the “request signature with DocuSign button”


      6. Fill in the recipient details on the pop-up screen
      7. Click next and you will be taken to DocuSign to preview the document
      8. Make any adjustments using DocuSign tools
      9. Click send

      After completing these steps, the file will be sent to the recipient’s email address to sign via DocuSign.

      What is an envelope in DocuSign?

      An envelope is basically an invite to sign document(s) - you can send a single envelope to multiple recipients and have all their signatures visible at the same time

      Envelops can also be used to send 1 person multiple files to sign at once. 

      How to review and sign a Clinked document using DocuSign

      If you have been assigned the signer, you receive an email (called envelopes in DocuSign) like the one pictured below asking you to ‘review document’. This will be addressed from DocuSign as shown below:

       

       

      1. Click “Review Document” (this will redirect you to DocuSign to review the document)
      2. Review the document
      3. Click designated signature area to sign
      4. Apply your signature (either by choosing the predesignated option, by drawing, or by uploading)
      5. Click “Adopt and Sign”
      6. Click “Finish” when you are ready

      How to view the status of files on Clinked

      When the assignee views the document or signs it, you will receive an email notification. If you wish you can follow the instructions on that email to check the status of your document on your DocuSign account. 

       

      To view the signature status on Clinked, please follow the instructions below;

      1. Navigate to the document
      2. Click 3 dots on the panel to the right side of the file to view the options (this might be located below your file to better fit the display size of your screen) 
      3. Choose DocuSign 

       

      The view on the right will display the document status. 

       

       

      Waiting signatures can be seen as highlighted blue and signed ones as highlighted green.

       

      Hope this helps you understand our DocuSign integration. Interested in our other integrations? Find out more about Zapier and Adobe Sign here: