877-375-2810 info@crosspointecg.com

It’s challenging enough to get clients to physically sign documents.  A pandemic didn’t make it easier.  NetDocuments has a solution – its latest integration with DocuSign, the leader in electronic signatures.  With this latest development from NetDocuments, users can easily send, receive, and track eSignatures and do it all within a secure environment.

Here’s how this works –

Step 1: Open a Document and Prepare for Signatures

In NetDocuments, once you have activated the integration with DocuSign, locate your document and execute the command Send to Application.  A window will appear and there will be a hyperlink with the option to launch the application DocuSign.

 

This will launch the DocuSign service, displaying the document(s) with options to add more, show recipients, settings, etc.

 

Once you’ve chosen the options, an “envelope” is created containing those documents which are still securely located within NetDocuments.

 

Step 2: Select Your Recipients

DocuSign now asks you to identify the signatories –

 

 

Emails can be added one at a time, or a bulk list can be imported.

 

Step 3: Open the Document(s) and Mark for Signatures

 

Once this is complete, emails to recipients will be generated with the documents attached –

Once the documents are signed, the recipient can email them back to you.

When the signed documents are received, DocuSign automatically uploads those documents back into NetDocuments.  You can choose whether the executed documents should replace the official, unsigned versions, or select a new location to save the final copies.

 

This process allows users to streamline sending, tracking and accepting signed and executed documents.  It’s easy.  It’s intuitive.  It’s efficient.  In short, it’s just another way for NetDocuments to bring additional value to their clients.

 

Our NetDocuments consultants at Crosspointe are here to show you how to get the most from your investment in this secure, versatile service.  Want to know more?  Contact us at 877-375-2810 or write to us at info@crosspointecg.com.

 

Related Articles:

News from NetDocuments Elevate 2021 Conference

ndCompare: Comparing Documents with NetDocuments

NetDocuments: Pulling it All Together