Using the DocuSign Integration

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Introduction

DocuSign's eSignature for Salesforce application can be directly integrated with Practifi, to enable the sending of documents for eSignature to external parties.  The integration appears as one of the Client management tools available to an Advisor when working with their Client records from within Practifi.  All the capabilities designed into the Salesforce AppExchange app are available to the Advisor, and are further detailed in DocuSign's website.

1. Send with DocuSign

To initiate the sending of a document for eSigning by a member of the Client Household (and any one else added to the email sending list) click on the Send with DocuSign link 

 

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This action will open a new tab within the Client record into which the details required to attach and address the emailed document will be completed.  This panel is supplied directly by DocuSign as part of their integration with Salesforce.

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