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Conga Support

DocuSign Overview

DocuSign is a company that provides a digital transaction management tool that allows users to send and electronically sign contract documents in a reliable and secure environment, producing a legally binding and enforceable document. Novatus has partnered with DocuSign in order to provide its customers with the ability to obtain electronic signatures (eSignatures) on a contract document directly from the Novatus system.

The DocuSign application in Novatus is accessed using the eSignature Package Wizard. The wizard guides users through a simple 4-step process to obtain signatures on a contract document electronically:

  1. Identify the documents for eSignature. The format of the documents that can be sent for eSignature include Microsoft Word, PDF, and other common document formats.
  2. Identify the signatories and recipients. The names an email addresses of the signatories and recipients can be pulled from the Novatus Address Book or new email addresses and names can be added. The order in which signatories and recipients receive the email containing the document for eSignature (known as the "envelope") can be staggered so that the second signatory receives the document after the first signatory has signed it, and any recipients receive the email containing the document after both signatories have provided their eSignatures. Administrators with a DocuSign login and password can create the templates that are used in the eSignature Package Wizard. These templates define the number of signers and recipients needed in the electronic signing process.
  3. Insert Signature tags and other tags. A simple drag-and-drop process is used to insert Signature tags, Initial tags, and Date tags into the contract document to indicate the locations where signatories need to sign, initial, and date the document. There are also several other tags, such as Name, Title, Email Address, and Attachment, to indicate places in the document where an individual needs to furnish their name (e.g., witness), provide their title, enter their email address, or upload an attachment.
  4. Send the envelope. DocuSign sends an email to each signatory and recipient, which contains a link to the DocuSign cloud where signatories can sign the document and recipients can view the document. Signatories and recipients can also download and print a copy of the final executed document.

For more information, see the eSignature Process in the Novatus User Guide.

Administrators can control three of the settings associated with the DocuSign process.  See Managing Integration Settings for DocuSign.

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