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DocuSign Integration

 
This mechanism allows the integration between the Paperless app and DocuSign for sending electronic signature requests. Currently is mechanism is in beta mode and only available for Purchase Order Acknowledgments.
 
In order to use this integration, a DocuSign account and an API plan will be required. Note: the API plan is necessary for production but testing can be done using a free Sandbox account.
 
 
Also, a customizable User Defined field at the Purchase Order level needs to be created following the steps below. This field will store the DocuSign enveloped information that is used by the app as a hyperlink to the DocuSign portal
Tab =  DocuSign
Label = Envelope Id
 
 
Once a document is processed and sent to the DocuSign service, a link will appear in the DocuSign Info column within the Paperless app main grid. Clicking on this link will take you to the DocuSign portal for the account used in the Paperless app.
 
 
The documents sent by the Paperless app will appear in the Sent folder for the DocuSign account used