Using DocuSign - Revision history

IDT-1 at 05:04, 21 December 2021

2021-12-21T05:04:17Z

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IDT-1 at 11:03, 11 June 2021

2021-06-11T11:03:09Z

IDT-1 at 17:26, 31 May 2021

2021-05-31T17:26:13Z

IDT-1 at 15:13, 29 January 2021

2021-01-29T15:13:15Z

IDT-1 at 09:24, 12 September 2020

2020-09-12T09:24:24Z

IDT-4 at 11:36, 27 March 2020

2020-03-27T11:36:15Z

IDT-4 at 11:18, 27 March 2020

2020-03-27T11:18:26Z

IDT-4 at 11:12, 27 March 2020

2020-03-27T11:12:09Z

IDT-4 at 10:46, 27 March 2020

2020-03-27T10:46:27Z

IDT-5 at 12:35, 13 September 2019

2019-09-13T12:35:34Z

@@ Line 96: / Line 96: @@
 .&nbsp;'''Click'''&nbsp;''FINISH&nbsp;''to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to&nbsp;''Waiting For Internal Signature''. An email is sent to the internal signatory.
 == Sending Associated documents for Signatures along with the main Agreement ==
 ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus,&nbsp;the signatory can have all the information required to sign the Agreement at once, so that they do not need&nbsp;to download each of the associated documents separately to find the required information.&nbsp;
-<div class="note-box">'''Note:''' DocuSign supports only PDF and .docx format. This feature is not supported by Adobe Sign.&nbsp;</div>
+<div class="note-box">
 To select and share Associated documents with the Agreement for e-signature using DocuSign:&nbsp;<br/> 1.&nbsp;Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type.&nbsp;<br/> 2.&nbsp;'''Open''' the Agreement with the Associations to be sent for signature using DocuSign.&nbsp;
 <div class="image-green-border">[[File:DocuSign 1.PNG|720px|SP7 DocuSign 1]]</div>
@@ Line 124: / Line 129: @@
 &nbsp;
 == Appending&nbsp;the DocuSign Certificate of Completion in the Executed Agreements&nbsp; ==

@@ Line 135: / Line 135: @@
 <div class="note-box">'''Note:&nbsp;'''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected.&nbsp;</div>
 &nbsp;
 == Sending an Agreement for Parallel Signatures using DocuSign ==
@@ Line 187: / Line 188: @@
 <div class="note-box">'''Note:'''&nbsp;A new version of the Agreement is created each time an Approver signs it. This can be viewed on the ''Version'' tab of the Agreement.&nbsp;</div>
 *When both signatories sign the Agreement, it moves to the&nbsp;''Approved&nbsp;''status.
 &nbsp;
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]] |&nbsp;[[Icertis_Adapter_for_Coupa_Integration|Icertis_Adapter_for_Coupa_Integration]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using_Adobe_Sign]] |

@@ Line 124: / Line 124: @@
 &nbsp;
 == Appending&nbsp;the DocuSign Certificate of Completion in the Executed Agreements&nbsp; ==
@@ Line 134: / Line 135: @@
 <div class="note-box">'''Note:&nbsp;'''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected.&nbsp;</div>
 &nbsp;
 &nbsp;
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]] |&nbsp;[[Icertis_Adapter_for_Coupa_Integration|Icertis_Adapter_for_Coupa_Integration]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using_Adobe_Sign]] |

@@ Line 99: / Line 99: @@
 == Sending Associated documents for Signatures along with the main Agreement ==
-ICM allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus,&nbsp;the signatory can have all the information required to sign the Agreement at once, so that they do not need&nbsp;to download each of the associated documents separately to find the required information.&nbsp;
+ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus,&nbsp;the signatory can have all the information required to sign the Agreement at once, so that they do not need&nbsp;to download each of the associated documents separately to find the required information.&nbsp;
 <div class="note-box">'''Note:''' DocuSign supports only PDF and .docx format. This feature is not supported by Adobe Sign.&nbsp;</div>
 To select and share Associated documents with the Agreement for e-signature using DocuSign:&nbsp;<br/> 1.&nbsp;Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type.&nbsp;<br/> 2.&nbsp;'''Open''' the Agreement with the Associations to be sent for signature using DocuSign.&nbsp;
@@ Line 123: / Line 123: @@
 After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory.&nbsp;<br/> The tags for Peer Association don't get render and the version doesn’t get synched back.&nbsp;Status of Parent Child Association does not change irrespective of the action taken by signatories.&nbsp;After the agreement is executed, only the signed copy of the Agreement gets uploaded.
 == Appending&nbsp;the DocuSign Certificate of Completion in the Executed Agreements&nbsp; ==
@@ Line 128: / Line 129: @@
 DocuSign creates a ''Certificate of Completion'' at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.
-ICM allows users to append the DocuSign&nbsp;''Certificate of Completion'' to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical configuration which when enabled, the ''Certificate of Completion ''will be appended to the final executed PDF agreement and synced back to ICM. By default, the setting is disabled.
+ICI allows users to append the DocuSign&nbsp;''Certificate of Completion'' to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical configuration which when enabled, the ''Certificate of Completion ''will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.
 '''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
-<div class="note-box">'''Note:&nbsp;'''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICM settings. As these are mutually exclusive features, if both are enabled then they will not work as expected.&nbsp;</div>
+<div class="note-box">'''Note:&nbsp;'''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected.&nbsp;</div>
 &nbsp;

@@ Line 122: / Line 122: @@
 <div class="image-green-border">[[File:Sending agreement for external signatures Send for signature window 7.8.PNG|360px|RTENOTITLE]]</div>
 After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory.&nbsp;<br/> The tags for Peer Association don't get render and the version doesn’t get synched back.&nbsp;Status of Parent Child Association does not change irrespective of the action taken by signatories.&nbsp;After the agreement is executed, only the signed copy of the Agreement gets uploaded.
 == Appending&nbsp;the DocuSign Certificate of Completion in the Executed Agreements&nbsp; ==
@@ Line 127: / Line 128: @@
 DocuSign creates a ''Certificate of Completion'' at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.
-ICM allows users to append the DocuSign&nbsp;''Certificate of Completion'' to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical configuration which when enabled, the ''Certificate of Completion ''will be appended to the final executed PDF agreement and synced back to ICM. By default, the setting is disabled.<br/> &nbsp;
+ICM allows users to append the DocuSign&nbsp;''Certificate of Completion'' to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical configuration which when enabled, the ''Certificate of Completion ''will be appended to the final executed PDF agreement and synced back to ICM. By default, the setting is disabled.
-<div class="note-box">'''Note: '''While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. <u>This is a limitation of DocuSign (not ICM).</u>&nbsp;Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.</div>
 &nbsp;

← Older revision	Revision as of 10:46, 27 March 2020
Line 125:	Line 125:


	+	== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==
	+
	+	DocuSign creates a ''Certificate of Completion'' at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.
	+
	+	ICM allows users to append the DocuSign''Certificate of Completion'' to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical configuration which when enabled, the ''Certificate of Completion ''will be appended to the final executed PDF agreement and synced back to ICM. By default, the setting is disabled.<br/>
	+	<div class="note-box">'''Note: '''While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.</div>

@@ Line 11: / Line 11: @@
 . '''Click '''''Review Document.''&nbsp;The&nbsp;''Please review & Act on These Documents&nbsp;''window opens.
-<div class="image-green-border">[[File:Signature mail.png|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
 . '''Select&nbsp;'''''the ''I agree...''check box'''''<i>&nbsp;</i>'''''and&nbsp;'''''click&nbsp;'''''Continue'''''<i>.</i>'''This enables the&nbsp;''Fields'' menu in the left panel.&nbsp; &nbsp;
-<div class="image-green-border">'''[[File:I agree.png|RTENOTITLE]]'''</div> <div class="note-box">'''Note:&nbsp;If you are using Internet Explorer, '''''click&nbsp;'''''Allow&nbsp;''at&nbsp;''the&nbsp;tracking physical location&nbsp;message'''''.&nbsp;In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.''</div>
+<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note:&nbsp;If you are using Internet Explorer, '''''click&nbsp;'''''Allow&nbsp;''at&nbsp;''the&nbsp;tracking physical location&nbsp;message'''''.&nbsp;In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.''</div>
 .&nbsp;'''Click&nbsp;'''''Sign'''&nbsp;'''''<i>next to&nbsp;</i>Signature''. The&nbsp;''Adopt Your Signature window''&nbsp;is displayed if you are signing the document for the first time.''
-<div class="image-green-border">''[[File:Sign1.jpg|RTENOTITLE]]''</div>
+<div class="image-green-border">''[[File:Sign1.jpg|720px|RTENOTITLE]]''</div>
 '''Note''': If you have signed before, the system inserts the signature that you used when you signed&nbsp;for the first time.
 . Verify your ''Full Name'', ''Initials'', and ''Signature''. Your Full Name and Initials appear as they are entered at the time of your user creation process.&nbsp;
-<div class="image-green-border">[[File:Adopt your signature.png|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 &nbsp;
@@ Line 51: / Line 51: @@
 . '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
-<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|RTENOTITLE]]</font></div>
+<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
 . '''Click '''''Review Document''. This opens the''&nbsp;Please review & Act on These Documents''&nbsp;window.&nbsp;
 . '''Select '''the I agree...checkbox and click Continue. This enables the&nbsp;Fields menu in the left panel.&nbsp;
-<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|RTENOTITLE]]</font>'''</div> <div class="note-box">'''Note:&nbsp;'''If you are using Internet Explorer, click Allow at the&nbsp;tracking physical location&nbsp;message.</div>
+<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:&nbsp;'''If you are using Internet Explorer, click Allow at the&nbsp;tracking physical location&nbsp;message.</div>
 In the ''Fields ''menu, you can use the following options:
@@ Line 68: / Line 68: @@
 . '''Drag t'''he Signature onto the document. This opens the ''Adopt Your Signature''&nbsp;window.&nbsp;Verify you full name, initials and signature. Your full name and signature appear as they were entered.
-<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|RTENOTITLE]]</font></div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.&nbsp;&nbsp;A notification email is sent to the primary owner, internal signatory and external signatory.</div>
+<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.&nbsp;&nbsp;A notification email is sent to the primary owner, internal signatory and external signatory.</div>
 . Verify your signature on the Select Style tab:
@@ Line 75: / Line 75: @@
 . '''Click '''''Adopt And Sign''. The signature and initials appear on&nbsp;the document.
-<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|RTENOTITLE]]</font></div>
+<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
 . '''Click''' the''Other Actions ''menu.&nbsp;&nbsp;&nbsp;
@@ Line 102: / Line 102: @@
 <div class="note-box">'''Note:''' DocuSign supports only PDF and .docx format. This feature is not supported by Adobe Sign.&nbsp;</div>
 To select and share Associated documents with the Agreement for e-signature using DocuSign:&nbsp;<br/> 1.&nbsp;Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type.&nbsp;<br/> 2.&nbsp;'''Open''' the Agreement with the Associations to be sent for signature using DocuSign.&nbsp;
-<div class="image-green-border">[[File:DocuSign 1.PNG|1000px|SP7 DocuSign 1]]</div>
+<div class="image-green-border">[[File:DocuSign 1.PNG|720px|SP7 DocuSign 1]]</div>
 .&nbsp;'''Click '''the&nbsp;''View Document'' icon to preview the Association.
-<div class="image-green-border">&nbsp;[[File:DocuSign 2.PNG|SP7 DocuSign 2]]</div>
+<div class="image-green-border">&nbsp;[[File:DocuSign 2.PNG|720px|SP7 DocuSign 2]]</div>
 .&nbsp;'''Click''' ''Preview'' to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported.&nbsp;
-<div class="image-green-border">[[File:DocuSign 3.PNG|SP7 DocuSign 3]]</div>
+<div class="image-green-border">[[File:DocuSign 3.PNG|720px|SP7 DocuSign 3]]</div>
 .&nbsp;'''Click''' the&nbsp;''Upload Document ''button.
-<div class="image-green-border">[[File:DocuSign 4.PNG|SP7 DocuSign 4]]</div>
+<div class="image-green-border">[[File:DocuSign 4.PNG|720px|SP7 DocuSign 4]]</div>
 <br/> 6.&nbsp;'''Click '''''Select File'' in the''Upload Document'' window to upload a file to the association.&nbsp;
 <div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
 .&nbsp;'''Click''' the ''Send For Approval'' button to send the Agreement for approval.
-<div class="image-green-border">[[File:DocuSign 5.PNG|SP7 DocuSign 5]]</div>
+<div class="image-green-border">[[File:DocuSign 5.PNG|720px|SP7 DocuSign 5]]</div>
 .&nbsp;'''Click''' the ''Send for External Signature'' button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens.&nbsp;This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.
-<div class="image-green-border">[[File:DocuSign 6.PNG|SP7 DocuSign 6]]</div>
+<div class="image-green-border">[[File:DocuSign 6.PNG|720px|SP7 DocuSign 6]]</div>
 &nbsp;
-<div class="image-green-border">[[File:DocuSign 7.PNG|SP7 DocuSign 7]]</div>
+<div class="image-green-border">[[File:DocuSign 7.PNG|720px|SP7 DocuSign 7]]</div>
 .&nbsp;Fill in the necessary details. '''Click '''the ''Attachment'' icon. The&nbsp;''Send For signature'' window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.
 . '''Select''' the required associations from the list.&nbsp;The Signatories defined for the Main Agreement are applicable for its Associated Documents too.&nbsp;Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
-<div class="image-green-border">[[File:Sending agreement for external signatures Send for signature window 7.8.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Sending agreement for external signatures Send for signature window 7.8.PNG|360px|RTENOTITLE]]</div>
 After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory.&nbsp;<br/> The tags for Peer Association don't get render and the version doesn’t get synched back.&nbsp;Status of Parent Child Association does not change irrespective of the action taken by signatories.&nbsp;After the agreement is executed, only the signed copy of the Agreement gets uploaded.
@@ Line 129: / Line 129: @@
 &nbsp;
-'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations]] |&nbsp;[[Icertis_Adapter_for_Coupa_Integration]] | [[Salesforce]] | [[Using_Adobe_Sign]] |
+'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]] |&nbsp; [[Configuration|Configuration]]&nbsp;| [[Integrations|Integrations]] |&nbsp;[[Icertis_Adapter_for_Coupa_Integration|Icertis_Adapter_for_Coupa_Integration]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using_Adobe_Sign]] |