The Document Signing action allows you to integrate DocuSign into your workflow by sending documents through DocuSign for electronic signature.
When this action runs, GW Apps sends the chosen document(s) through DocuSign to the designated recipient(s). The recipient(s) receives an email from DocuSign with a link to DocuSign’s signing interface where the signature process takes place. Once the document is completed, DocuSign sends a confirmation email, and the signed document can optionally be uploaded back into your record in GW Apps.
Configuring the Document Signing Action
| Name | The name of the action (only internally visible). |
| Description | The description of the action (only internally visible). |
| Select Form | The form that this action is associated with. |
| DocuSign configuration | In this section, connect to your DocuSign account by selecting ‘Authenticate with DocuSign‘. When clicked, you’ll be prompted to sign in to your DocuSign account and authorize DocuSign to perform actions on your behalf. |
| User Name | The name associated with the connected DocuSign account. |
| Use Account ID | The account ID of the connected DocuSign account. |
Documents to be Signed: In this section, add the document(s) that require signing. There are 3 options:
| Word merge | This option is for uploading a word doc (.docx) template. |
| Static Template | This option is for uploading a PDF template. |
| PDF Template | This option is for using a PDF template built within the application. |
Email notification: In this section, provide a subject and message for the email notification sent when this action is triggered. The subject will appear in the subject line of the email, and the message will appear within the DocuSign email.
Signers Configuration: This section is used to designate the signer(s).
| Order | Configure the order in which the document must be signed. |
| Signer Type | The source of the signer. There are 3 options: • User: Select a user from the platform directory. • Email: Manually enter an email address. • Field: Use a User field or Email field on the form as the source. |
| Sign anchor | The anchor in the document for the signature. |
Record Configuration: This section provides two optional actions to be performed on the record once the document is signed:
| Update record stage once document is signed | This will update the status of the record. Once selected, a dropdown appears where you choose the stage to move the record into. |
| Add signed document to record field | This will attach the signed document to an attachment field on the record. |