DocuSign with Workflow Activities by CDI - Enterprise Content Management (ECM)

DocuSign with Workflow Activities by CDI

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®.

DocuSign with Workflow Activities by CDI Screenshot 0

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

Brochure
Video

Pricing

Name		Type	List Price
DocuSign/Laserfiche Integration with Workflow Activities by CDI DocuSign/Laserfiche Integration with Workflow Activities by CDI – Annual Maintenance		Software Annual Maintenance Agreements	$2,400.00 $480.00

Name

Type

List Price

DocuSign/Laserfiche Integration with Workflow Activities by CDI

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

Software

Annual Maintenance Agreements

$2,400.00

$480.00

Contact

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