DocuSign with Workflow Activities by CDI
DocuSign with Workflow Activities by CDI
Cities Digital
The DocuSign® Integration by CDI allows users to easily send documents stored in a Laserfiche repository out for signature through DocuSign®.
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The DocuSign® Integration by CDI allows users to easily send documents stored in a Laserfiche repository out for signature through DocuSign®.
Description

The CDI DocuSign integration for Laserfiche allows users to easily send documents within Laserfiche for signature through the DocuSign interface and provides organizations with an automatic process for requesting DocuSign signatures from specified recipients.

With this integration, users are able to open documents from Laserfiche, place recipient specific tags (such as signature/initial boxes) in documents and email them out. Recipients will be notified of the signature requirements via email. Once the document is signed, both sent and signed documents are automatically archived in Laserfiche, with the appropriate metadata applied. Users can also add the DocuSign workflow activities to new or existing workflows within the Laserfiche Workflow Designer. Utilizing a DocuSign template, documents can be sent for signature via the workflow process. Recipients will be notified via DocuSign to add their signature to the document.

Features
  • Open documents in the DocuSign editor from Laserfiche
  • Send documents to an individual or multiple recipients.
  • Have signed and returned documents automatically archived
  • Locate signed documents linked and stored in the same location with the original document
  • Easily incorporate signature processes as part of an internal process/workflow
  • Request Signatures using DocuSign Activity Workflow. Drag activities into the designer and configure properties the same way users would use other Workflow Activities
  • Use both the Laserfiche Desktop Client or Web Client
  • Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other Workflow Activities.
  • Taking default email addresses that are in the DocuSign Template and pulls them into Workflow automatically.
  • Signature requests using the Request DocuSign Signature or Request DocuSign Signature with Attachment activities.
  • Retrieval of information from DocuSign envelopes such as form fields and statuses using the Retrieve DocuSign Envelope XML or Retrieve DocuSign Status XML activities.
Resources
Pricing
NameTypeList Price
DocuSign/Laserfiche Integration with Workflow Activities by CDI

DocuSign/Laserfiche Integration with Workflow Activities by CDI – Annual Maintenance

 

 

Software

Annual Maintenance Agreements

$2,000.00

$400.00

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Categories
Digital Signatures
Platforms
More Info

Product Edition: V.4.0.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Client 9.0 or higher
  • A Laserfiche Named User License is required.
Cities Digital
CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

 

Contact
Categories
Digital Signatures
Platforms
More Info

Product Edition: V.4.0.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Client 9.0 or higher
  • A Laserfiche Named User License is required.