The DocuSign eSignature integration lets you connect your DocuSign account to the BRYTER platform. This enables you to trigger the DocuSign signing process from within a BRYTER module, including for documents that are automatically generated in the module. Additionally, you can also download documents in a DocuSign envelope, check the status of an envelope, and use a DocuSign template.

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This is an add-on feature which can be enabled by your BRYTER contact person. For further information, please reach out to them or [email protected]. Additional pricing may apply.

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For admins:

Set up DocuSign Integration

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Actions

Send envelope

1. Prepare your document

In the document you want to get signed, determine at which position the signatures should be inserted. To do so, add the tag <signer_1> to your document. The signature of the first signer will be inserted at the position of this tag. Ideally, switch the color of the tag to white or whatever the background color of your document is so that the tag will be invisible in the document.

Optionally, you can add three more tags: <fullName_1> marks the position to insert the name of the first signer from DocuSign. <title_1> marks the position to insert the title of the first signer from DocuSign. <datesigned_1> marks the position for the date at which the first signer signed the document. Again, remember to change the color of the tags to make them invisible.

Then, proceed accordingly for the second signer (<signer_2>, and so on).

2. Add the DocuSign integration to your module

Next, to add and configure the DocuSign integration in your module, proceed as follows:

  1. Select the Docusign - send-envelope integration from the Integration tab of the Action nodes.
  2. Add a Mail subject. This subject will be displayed in the email sent from your DocuSign account to all signers with the request for their signature
  3. Add a Mail body. This body will be displayed in the email sent from your DocuSign account to all signers. Ideally, you type the mail body text into a Text Block Value and reference it in the Mail body field of the Integration Action.
  4. In the Document(s) field, reference the document you want to get signed. It needs to be of type .docx or .pdf and should include the tags described in the section Prepare your document. You also can reference a Zip file of documents, like created by the File Upload Input node when multiple uploads are allowed.
  5. Add the names and the email addresses of the signers to the fields Signer 1 - Name, Signer 1 - Email, Signer 2 - Name, Signer 2 - Email, …

The output of the integration is an envelope_id. It is blank if the action was unsuccessful.

3. Additional options

With the additional fields, you can optionally determine what the signing process should look like in detail.