To send one or multiple documents for eSignature via DocuSign, navigate to the entity for which you are exporting the document(s) for signature.
Once you are in the entity's profile, select the Documents tab down the left-hand side of the screen as shown below.
In the Documents tab, you will find a list of all of the documents that were generated for this entity. Check off the box on the left-hand side of the document(s) you wish to send out for signature(s) as shown below. Note that you can select one or multiple documents to be sent out at once and that you can send out documents in PDF or Word format.
You can check off the document(s) to be sent out for eSignature(s), navigate to the top of the screen and click Selected (the number next to Selected corresponds to the number of documents selected) for a drop-down menu with all of the possible actions to be taken with regards to the selected document(s). Select Sign with DocuSign, as shown below.
Once you select Sign with DocuSign, you will be redirected to the DocuSign website where you will be prompted to log in to your DocuSign account in order to continue the process.
After successfully logging in to your DocuSign account, the document(s) you selected will appear in the Envelope section as shown below.
If you hover your cursor over any one of the documents you are wanting send out for eSignature, you will be able to click View to see a preview of the document. In this same section, you have the ability to rearrange the order of the documents you are sending.
The next step would be to fill in the Add Recipients to the Envelope section by entering the full name and email of each of the individuals you wish to send the documents to. You can set the signing order and Add Recipient by simply working your way through the different fields as is shown below. In the Message to All Recipients section, you will be able to enter the Email Subject, as well as an Email Message you wish to send along with the documents. Once everything is filled out, navigate to the bottom right-hand corner of the screen, and select Next.
Once you select Next, the following window will appear. All of the documents will be merged into one document as is shown below to allow you to navigate through the documents easily to add the signature blocks. Select the name in the top lefthand corner of the screen to view a dropdown list of the individuals required to sign the documents. Select the individual you wish to enter a signature block for.
Once the individual is selected, select Signature down the lefthand side of the screen and move your cursor to the signature line to insert the signature block there. Use the same process to enter the signature block for all other individuals signing the documents. Click Send to finalize the process.
Once you have placed all the required signature blocks, initials, dates etc. on your documents the following window will appear:
The Status of the documents in Athennian will now be changed to Sent.
When the documents have been fully completed you will get an email notification from DocuSign and a pop-up notification in the bottom left-hand side of Athennian. Additionally in the top right-hand corner (Bell Icon), you will receive an additional notification with more details on the documents and entity name that have been returned from DocuSign.
Athennian intentionally saves a copy of the document before it was signed for your records as well. These are visible once the documents have been fully executed.
All documents that are signed via DocuSign are recognizable PDF's which means once you have moved them into the Virtual Minute Book you can search through the documents.
A quick video on how this integration works!