UCM has an additional feature for purchase that links UCM and DocuSign to complete approvals and signatures in hours—not days—from anywhere and on any device. You can quickly and securely access and sign documents, easily upload and send documents for others to sign, send reminders, and check signing status any time.
Click on the DocuSign icon to log into DocuSign through UCM.
You must have an account through DocuSign in addition to the connector to UCM. Enter your DocuSign credentials and click log in.
You can select the document(s) to upload by clicking on the eSign checkbox, then clicking the Upload button.
After the document is uploaded to DocuSign, you receive the message as shown below.
In addition, the eSign column shows (e) to note that the document is uploaded to DocuSign.
Click on the Console button. This loads DocuSign in a separate window (please ensure your browser allows this pop-up window).
Click the Manage tab, followed by the Drafts option. Select your document, then click Continue next to the document name to assign signers.
Enter the information for each recipient in the Add Recipients section. The document will be sent to these individuals for signature.
If you would like to add an additional message to the email or configure additional options, you can do so after adding your recipients.
Click Next when finished.
You can insert fields to your document, indicating where recipients should sign, initial, or enter other required information. Click and drag a field from the menu on the left to its appropriate placement within your document.
Using the dropdown list above the fields, you can assign other recipients to enter information as well.
When finished with specifying where recipients should sign and enter additional information, click Send in the top right corner of the screen.
DocuSign takes about 30 minutes to process the document after the last signature.
Click the Download button to retrieve the signed document from DocuSign.
After documents are brought back into UCM, the Download and Console buttons are replaced with the Upload button in case you wish to upload more documents from the container.
For more information on creating views Click Here
1. Click on the Global Attachments Tab
2. Click on Add New View
3. Set criteria to be: eSignStatus | is | Sent for Signature
4. Set the columns to be displayed
5. Save the View
6. To create a view to show completed documents, repeat the steps above but change the criteria (step 3) to: eSignStatus | is | Completed
This is a paid enhancement from iContracts, and also requires a separate subscription with DocuSign. There is no requirement for a specific DocuSign Subscription Level, any subscription with them will work with UCM.
Please contact email@example.com for more information.