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leon:docusign-integration [2021/05/21 06:44]
rafal created
leon:docusign-integration [2023/05/17 15:01] (current)
rafal [Usage]
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 In order to use DocuSign and be able to sign a Charter Agreement using DocuSign, you need to integrate first. In order to use DocuSign and be able to sign a Charter Agreement using DocuSign, you need to integrate first.
  
-The integration process is explained [[https://wikileonsoftware.com/leon/integrations#docusign|here]].+The integration process is explained in the '[[leon:integrations|Add-ons]]' part of the Manual.
  
 Once the integration is active, each user will have to connect Leon account with one's own account in DocuSign and then, will be able to use it. Once the integration is active, each user will have to connect Leon account with one's own account in DocuSign and then, will be able to use it.
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   * {% _SellerSignature_ %} - to indicate where the seller should sign   * {% _SellerSignature_ %} - to indicate where the seller should sign
   * {% _BuyerSignature_ %} - to indicate where the buyer should sign   * {% _BuyerSignature_ %} - to indicate where the buyer should sign
 +  * {% _DocusignSellerCompany_ %} - to insert the name of the seller company
 +  * {% _DocusignBuyerCompany_ %} - to insert the name of the buyer company
 +  * {% _DocusignSellerDateSigned_ %} - to have the date of the seller signature inserted automatically
 +  * {% _DocusignBuyerDateSigned_ %} - to have the date of the buyer signature inserted automatically
  
 For example, inserting below code HTML For example, inserting below code HTML
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 {{:leon:sales:docusign:DS - code.png?nolink|}} {{:leon:sales:docusign:DS - code.png?nolink|}}
  
-will insert the following tab in 'Charter Agreement' in DocuSign:+will insert the following tab in 'Charter Agreement' in DocuSign (in red frame):
  
-{{:leon:sales:docusign:DS sign.png?nolink|}}+{{:leon:sales:docusign:ds_-_signature_tags.png?nolink|}}
  
  
leon/docusign-integration.1621579448.txt.gz · Last modified: 2021/05/21 06:44 by rafal