Using DocuSign on a Workflow

Step 3) Choose the File you wish to sign and the Host (this is the record in your repository where Gatekeeper will store the signed document)

If you have both Gatekeeper eSign and DocuSign enabled at the same phase, you will be able to select which method you wish to use before preparing the document/envelope

Step 4) Hit ✅ Save & Next

Step 5) Prepare the envelope; assign all signatories & place signature details in the document

Step 6) Hit Send

Other Actions

The other actions available will match what is available in the repository

Resend: Once you have sent the envelope, this will allow you to notify any outstanding signatories (i.e. to send them a "reminder")

Correct: This will allow you to amend the signers/signature details on the document

Void: This will allow you to cancel the signature process

After voiding a signature, you can hit Restart to try again using a different document / updated signatories / etc

Alternatively, an admin might want to move the card to a "Done" phase to terminate the setup of this contract entirely:

Tracking 🔎

From the Kanban Board View

The eSign/DocuSign status cannot currently be viewed in Kanban list views

If this is an important feature for you, please upvote/add context to the below Idea:

💡 Ideas Forum: Include eSign status in Kanban List View

From the Workflow Card

From the Contract/Vendor Record (in the Repository)

From the Files Menu

Configuration

Enabling the Action ⚙️

Step 1) Choose your phase of the workflow where you wish to sign files via DocuSign

Step 2) Hit Edit this Phase

Step 3) Navigate to the Actions tab

Step 4) Select ☑️ Enable DocuSign

Transitions ➡️

A key part of enabling a workflow action is configuring what Gatekeeper should do with cards once the action has been completed

Following the below steps, you can use the completion of DocuSign signatures to automatically move workflow cards to another stage of the workflow

Step 1) Choose your phase of the workflow where you wish to sign files via DocuSign

Step 2) Hit Edit this Phase

Step 3) Navigate to the Transitions tab

Step 4) Underneath the "IF ESIGN COMPLETED" and "IF ESIGN DECLINED" options, select the phase you wish to transition workflow cards

Step 5) Hit ✅ Update to save your choices

You do not need to configure a transition when a signature is "declined" like the above gif

In fact, many of our clients do not configure a transition for this because they may wish to update the document and restart the signature process

➡️ This is easier if that workflow card has not been archived!

FAQ 💬

Q: Do users need to be "eSign Senders" to use DocuSign on a workflow

A: No! Workflow action permissions are agnostic from the standard user permissions. As long as a user has been granted ownership of a workflow phase with the DocuSign action enabled, they can use the feature 👌

Q: Do we need to use Gatekeeper's eNegotiate tool to be able to DocuSign a file on a workflow?
A: No - any PDF document can be signed on a workflow (as long as all the criteria from the start of this article are met)

Q: Can we configure Gatekeeper to selectively enable Gatekeeper eSign or DocuSign depending on the type of contract (or some other criteria)?

A: Sort of!

...you cannot conditionally enable/disable the 2 different eSign actions on the same phase

However, you can very easily create 2 phases for eSignatures: one where Gatekeeper eSign is the enabled action, one where DocuSign is the enabled action.

Then - using Gatekeeper's "Conditional Transitions" - automatically route cards to one phase or the other

Additional Reading 📚

Configuring the DocuSign integration

See all the necessary steps for enabling the connection between DocuSign and your Gatekeeper environment

Using DocuSign from your Gatekeeper Repository

See how to use the same functions and features from this article in more of an "ad-hoc" fashion - without being part of kanban workflow