Athennian integrates with DocuSign to allow users to send documents for electronic signature directly from an entity record. Once completed, a copy of the signed document is automatically saved in the entity record.
Overview
This article outlines the process for sending Documents for eSignature using the DocuSign integration and how Document statuses are updated in Athennian.
Availability: Customers with the DocuSign integration add-on. Reach out to your CSM if you're interested in this feature.
Send Documents for eSignature
- Navigate to the Entity and select the Documents tab to view all Documents generated for this Entity
- Check the box on the left-hand side of the Document(s) to send for signature
- Note: It is possible to select only one Document or multiple Documents
- Click Selected at the top of the screen and select the Sign with DocuSign option
- This opens a new tab to the DocuSign login page. If already logged into DocuSign, the DocuSign workflow begins
- Use the regular DocuSign process to add required information, such as Signature Blocks, Initials, or Dates
- After the Document has been sent for signature, a confirmation appears once the page loads
Track DocuSign Status in Athennian
Once the Documents have been sent in DocuSign, the Status of the Documents in Athennian appears as Sent.
When the Documents are signed, the Status of the Document shows Completed.
- Note: Athennian intentionally saves a copy of the Document before it was signed for record purposes. These are visible once the Documents have been fully executed.
Search Signed Documents
All Documents signed via DocuSign are recognizable PDFs. This means once Documents move into the Minute Book, users can search through them.