The DocuSign Integration allows users to send Word, Excel and PDF documents for e-signature via the CorsPro application (RFP Response Builder, hereafter referred to as “the application”). Users can send an “envelope” with multiple documents to sign by selecting Files/Docs >> E-signatures >> Select file(s) to send for e-signature within the application’s Excel or Word menu, or you can send the currently open Word document for e-signature by selecting Files/Docs >> E-signatures >> Send this file for e-signature within the Word tool’s menu.

It is important to mention that the DocuSign integration creates signing controls in each document for the recipients to e-sign based on text tags that are inserted into the document.  The key text tags are SignHere_1 and SignHere_2, allowing one or two recipients to sign a document. Your Administrator will set these tags up in your output documents.

Dashboard Setup
Once the account/company-level setup is finished by your Administrator, users will need to sign in with DocuSign at the user level by going to “My Profile” in the Dashboard, then clicking the Sign In button under the “Sign in with DocuSign” section.

Once the Sign In button is clicked, the user needs to log into their DocuSign account and give permission to the CorsPro Integration to act on their behalf.

Each user who will be sending documents for e-signature will need to go through the “Sign in with DocuSign” process via “My Profile”.

RFP Response Builder Setup
Once the Dashboard setup process is complete, the user needs to enable the DocuSign integration at the Desktop by closing Excel and Word, then opening the application in Excel and running Add-ins >> Help >> Support functions >> Re-initialize Desktop so that the DocuSign information is synchronized to the Desktop, and so that the menu systems in the Excel and Word tools can be regenerated to include the E-Signatures sub-menu.

To send files for e-signature via Excel or Word at the Desktop, click Add-ins >> E-Signatures >> Select file(s) to send for e-signature. This will show the “Dashboard Documents Manager” window where users can select the documents to send for e-signature.  Documents can be multi-selected by holding the Control or Shift keys while selecting the documents.

Requirements and validations:

• The selected documents must be associated with the same Quote.
• Users can select .doc, .docx, .xls, .xlsx and/or PDF files.
• The selected documents must contain the SignHere_1 text tag at a minimum.

Once the documents have been selected, click the Send to Sign button.

After clicking Send to Sign, the application will show the “Envelope Information” dialog (see image on right).

With the document opened in Word, click Add-ins >> Files/Docs >> E-signatures >> Send this file for e-signature.

After this, the system will show you to the “Envelope Information” dialog (see below).

The “Envelope Information” dialog shows the list of documents that were selected for e-signature and allows the user to specify the recipients of the e-signature envelope as well as the email subject. If any of the selected documents do not contain the SignHere_1 text tag – which is required – then the dialog will display the following error “Error: The red-highlighted documents lack signature tags”. The information for the second recipient (SignHere_2) is optional.

The user can also optionally:

• Click the Review envelope in DocuSign checkbox to use DocuSign’s console to modify and further customize the envelope.
• Click the Sign in order checkbox to send the envelope for e-signature to the second recipient AFTER the first recipient has e-signed the documents within the envelope.

After entering the required information, click Send. This process sends the envelope and related documents to DocuSign, which in turn generates an email to the designated recipient(s) so that they can e-sign the documents within the envelope.

You can also send files for e-signature via the browser-accessed Dashboard.  To send one or more documents (as part of a single envelope), select the documents from the Documents view, then click Send File(s) for E-Signature under the Actions menu.

Requirements and validations:

• Only available for files stored in SharePoint and AWS (hosted by CorsPro).  For SharePoint, your admin must enable the SharePoint/Dashboard integration, and each user must sign into SharePoint via their Dashboard User Profile.
• The selected documents must be associated with the same Quote.
• Users can select .docx, .xlsx and/or PDF files.
• The selected documents must contain signature reserved words (SignHere_1 and/or SignHere_2), with SignHere_1 required at a minimum (SignHere_2 is optional).

After the user clicks the Send File(s) for E-Signature button, the application checks for the existence of the reserved words and then shows the Envelope Information pop-up, where the user enters the recipient(s) information.

After the Send button is clicked, the application redirects the user to the DocuSign’s Console to modify and further customize the envelope, although in most cases the user will simply need to click Send.

After the recipients have signed the documents, the application will automatically try to obtain the signed PDF files from DocuSign, then upload them to the same shared file location as the original document that was sent for e-signature.

Users can also “manually” (and immediately) download signed PDFs by selecting Add-ins >> Files/Docs >> E-Signatures >> Retrieve signed PDFs from DocuSign, which pops up a “Retrieve Signed Documents” dialog where the user can see the envelopes that are already signed and can be downloaded and then uploaded to the shared file location.

The “E-Signatures” view in the Dashboard shows all the envelopes that have been sent for e-signature

To see the envelope history, you can click on the hyperlink in the Envelope Status column and it will show a detailed history of the envelope.

In case the envelope recipients did not receive or lost the email, you can always resend the envelope via the Dashboard. In the “E-Signatures” view, select the envelope(s) then select the Resend Envelopes option under the Actions menu.  You can only resend envelopes with a “Sent” status.

The Dashboard also provides the option to cancel an envelope.  This means the recipients cannot sign the documents anymore because the envelope is no longer available. This option is only available for envelopes with a “Sent” status.