Differences

This shows you the differences between two versions of the page.

--- updates:add-ons-integration-with-docusign [2020/11/20 13:05]
rafal [Usage]
+++ updates:add-ons-integration-with-docusign [2020/11/20 14:40]
rafal [Usage]
@@ Line 58: / Line 58: @@
 The email will also contain the link to DocuSign which will allow **reviewing the document** for the Client.
+Also, the selections in "Send document' window will change to **SHOW DOCUMENT IN DOCUSIGN** and **UPDATE DOCUMENT IN DOCUSIGN**
+[{{ :leon:sales:docusign:DS - Client signature1.png?200|Adopting Client's signature}}]
+[{{ :leon:sales:docusign:DS - Client signature.png?200|Preview of signed document in DocuSign}}]
 The client will be able to sign, date and stamp the document without having to print it.
-Once Client reviewed it and signed it, Client can press finish which will sens a notification to an email thet the agreement has been signed and in DocuSign it will be marked as 'Completed'.
+It is possible to include the **signature tabs** in the document so to indicate, where the document should be signed.
+The tab icon can be included in HTML in the Documents Manager - 'Charter Agreement' by using the below:
+  * {% _SellerSignature_ %} - to indicate where the seller should sign
+  * {% _BuyerSignature_ %} - to indicate where the buyer should sign
+For example, inserting below code HTML
+{{:leon:sales:docusign:DS - code.png?nolink|}}
+will insert the following tab in 'Charter Agreement' in DocuSign:
+{{:leon:sales:docusign:DS - sign.png?nolink|}}
+The client can click on the 'Sign' tab and insert the signature.
-{{:leon:sales:docusign:DS - signed1.png?nolink|}}
+Once Client reviewed it and signed it, Client can press finish which will send a notification to an email that the agreement has been signed and in DocuSign it will be marked as 'Completed'.
+{{:leon:sales:docusign:DS - signed1.png?nolink}}
 -------

Leonsoftware Wiki

User Tools

Site Tools

Differences

Page Tools