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DocuSign is the leading eSignature solution in the market, allowing easy, efficient, and secure signing of electronic documents. Accessible anytime, anywhere, on any device, businesses of all sizes and industries are replacing manual, paper-based signature methods with DocuSign’s electronic signatures.
The benefits are clear – no more paper documents to mail and route manually, quicker signatures by all parties, a clear audit trail, improved visibility and control, and reduced costs.
As The Global Standard for eSignature®, DocuSign offers the easiest, fastest, most secure way to send, sign, track, and store documents in the cloud.
The DocuSign website at www.docusign.com
has a great deal of information, FAQs, whitepapers, videos, etc. that explain the entire e-sign infrastructure and the particular DocuSign how-to’s. To learn more about the Docusign solution itself, start here: https://www.docusign.com/faq .
You will need to set up an account at DocuSign before configuring the Agiloft interface. To use the
Agiloft-DocuSign integration, you will need an Enterprise account that is transaction-based. For more information, visit the DocuSign Products and Pricing page .
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Agiloft has completed an extensive certification process by DocuSign to verify that the Agiloft API
(Application Programming Interface) is compliant with all DocuSign and e-signing standards requirements. To find out more about the DocuSign certification process click here .
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Agiloft provides embedded integration with DocuSign, and this document will explain how to set up and use that interface to send and e-sign your important electronic documents, all from within your Agiloft
KnowledgeBase. Note that notification emails are sent to signers by DocuSign and that all actual esigning is performed in the cloud through the DocuSign website.
This document will assume that the reader has some familiarity with much of the Agiloft functionality, and especially that relating to Contract Management and the use of document print templates and metadata tags.
The Agiloft interface is intended to be as self-sufficient as possible, in that the Agiloft customer can perform all their e-signing functionality from within their Agiloft KnowledgeBase without ever having to go to the DocuSign website other than to e-sign documents.
However, the DocuSign website does have additional functionality and some users may need to perform some operations at DocuSign, depending on their business requirements. The main action that may need to be done at DocuSign is adding the special DocuSign signature tags to the document before sending it. This can be avoided for documents created from standard print templates in Agiloft or from your standard company print templates preconfigured with the DocuSign tags. But for documents provided by 3rd parties that cannot be easily modified, it will generally be easiest to add the tags through the drag-and-drop interface available at DocuSign.
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