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SecurityTrax

How To Create a DocuSign Envelope

Getting started

Leverage Customer data you've already entered in SecurityTrax with our DocuSign integration and easily create eContracts for your Customers to sign electronically. 

Complete the following steps in order, which include configuring your DocuSign account and contract templates to accept the appropriate information from SecurityTrax when an eContract is synced. 

Note: If you are part of a dealer program some or all of the following steps may be completed for you already. Please contact your dealer program provider.

  1. Provide your DocuSign credentials to your SecurityTrax account manager so they can get the API information from DocuSign and make the needed connection in your SecurityTrax site.
  2. Prepare your contract into a PDF document that we can use for the contract template in DocuSign.
  3. Schedule a call with us by clicking HERE to learn how to upload your contract as a template in DocuSign and how to edit the data labels so SecurityTrax can push data onto the eContract automatically.

 

How to view the DocuSign list

  1. While on a customer record, click Files.
  2. Navigate to the DocuSign Envelopes section to view the list.

docusign.png

To create a DocuSign envelope

  1. In the DocuSign Envelopes section click Add.
  2. Select a contract from Template drop-down.
  3. Click Save.

ds_template.png

 

Managing documents in an envelope

You can add, delete, and reorder documents in an envelope only while the envelope is in the Created status. Once the envelope has been sent, you can no longer make changes to the documents.

To add documents to the envelope

  1. On the DocuSign Envelopes section, click Add.
  2. Select the template.
  3. Select the document you wish to add.
  4. Click Save.

 

To reorder documents in the envelope

  1. In the Documents section, click Reorder.
  2. Drag the documents to the appropriate order.
  3. Click Save.

 

To delete a document from an envelope

  1. Click the Delete icon
  2. A confirmation message will appear. To confirm click Delete

 

Managing recipients in an envelope

To edit recipient information

  1. On the recipient row, click the Edit icon Screen Shot 2018-07-17 at 1.49.58 PM.png .
  2. Edit the information.
  3. Click Save.
Embedded Signing

Embedded signing allows a recipient to sign the contract through the SecurityTrax site. The recipient will not receive an email with a link to sign the contract.

 

To delete a recipient

  1. Click the Delete icon
  2. Confirm by clicking Delete.

Note: You can only delete a recipient before they sign the contract.

 

Sync and Send the envelope

  1. To get the customer data entered in SecurityTrax on to the contract, click Sync. 
  2. To start the signing process click Send. 

 

Signing

If recipient has embedded signing, they may sign the contract in SecurityTrax.

  1. On the recipient row, click Sign Here. 
  2. This will open a window for the recipient to view and sign the contract.
  3. Continue signing process for each recipient.

 ds_recipient.png

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