eSignature
How to set-up the DocuSign-Contractpedia integration
Last Updated: November 6, 2024We have created an integration between Contractpedia and DocuSign that makes it possible to eSign contracts with DocuSign and manage the entire contract lifecycle right from Contractpedia. It’s very easy to set it up and here is what you need to do, depending on whether you have or don’t have a DocuSign account yet: If you have a DocuSign account Once you log in to Contractpedia, go to eSignature and click on the Authorize DocuSign button at the top right. Enter your email and password and then click Log in. Then, you will see a message that Contractpedia is requesting access. You should click Allow Access to connect your Contractpedia account to your DocuSign account. Then, you will be returned to Contractpedia and you will see a notification that your DocuSign account has been authorized. One last thing you need to do is log out of Contractpedia and then log back in for the changes to take effect. Once you log back in, you are all set. You can now create eSignature envelopes, by clicking on + at the top right. If you don’t have a DocuSign account Once you log in to Contractpedia, go to eSignature and click on the Authorize DocuSign button at the top right. Click on Sign Up for Free. Enter your email and click Get Started. Enter your first name, last name and phone number and then click Next. Check your email for a confirmation code from DocuSign. Once you have it, enter it in the field and click Next. Create a password for your DocuSign account and click Next. Once you do that, you will be logged in to your DocuSign account. Now you should go to Contractpedia and finish up connecting your DocuSign account to your Contractpedia account. To do that, go to app.contractpedia.com Once you log in to Contractpedia, go to eSignature and click again on the Authorize DocuSign button at the top right. You will then see a message that Contractpedia is requesting access. You should click Allow Access to connect your Contractpedia account to your DocuSign account. (If you don’t see this message, then look for a Log In link and follow the steps below the header “If you have a DocuSign account”.) You will see a notification that your DocuSign account has been authorized. One last thing you need to do is log out of Contractpedia and then log back in for the changes to take effect. Once you log back in, you are all set. You can now create eSignature envelopes, by clicking on + at the top right.
What is an eSignature envelope?
Last Updated: November 11, 2024An eSignature envelope is a digital package used to securely send documents for electronic signatures. It contains the documents that need signing, along with information on the signers and instructions. When you create an envelope, you specify who needs to sign. Once sent, each recipient can review and eSign the documents, streamlining the contract management process. The DocuSign-Contractpedia integration allows you to manage and track eSignature directly from Contractpedia, simplifying your contract management process and the workflow for contracts that require multiple signatures.
Creating a contract for eSigning
Last Updated: November 6, 2024Before your start creating eSignature envelopes, a simple one-time set-up is required. It’s very easy to connect your Contractpedia account with your DocuSign account and here is an article that explains what you need to do: How to set-up the DocuSign-Contractpedia integration Once you’re done, you can start creating eSignature envelopes. From the Navigation menu in Contractpedia, click on eSignature and then click + to create a new eSignature envelope. Fill out the following information: Name*: The name given to the eSignature envelope. For example, “Service contract”. Then, click Save and Continue. Add documents*: Upload your document(s) that will be signed electronically, either by dragging and dropping or by browsing the files on your computer. Add recipients*: Add recipients here. For each person, enter their Name, Email and choose Recipient type. There are several types of recipients: Needs to sign – that the person is required to take action. Receives a copy – this is equivalent to cc’ing someone on an email. Needs to view – the recipient must open and view the document for the envelope to be completed. However, they don’t need to sign the document(s). To add a new recipient, click +. You can update the default message that will be sent to the email recipients. Add message: Optionally, you can customize the message that will be sent to the email recipients. When you’re done, click Next. Add signing fields*: The Fields Palette will appear on the left and your document(s) in the center. Here you can add signing fields. The recipient name is displayed in the Recipients List. To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document. When you are ready, click Send. Once you click Send the email recipients will receive an email with a link to review and sign the document(s). You will be returned to Contractpedia and you can track the status of the envelope from this screen that you see here above. This is the eSignature list. When all parties sign the document(s), the status will change to Completed. Then, you will be able to either add this eSignature envelope to an existing Contractpedia contract record or create a new one. To do this, click on Actions next to an eSignature envelope and choose + New Contract or Add to Contract. If you click Details you can more about this eSignature envelope.
eSignature status
Last Updated: November 11, 2024Here is a summary of the different statuses of eSignature envelopes: All – All eSignature envelopes Sent – eSignature envelopes that have been successfully sent to email recipients Drafts – eSignature envelopes that have an incomplete DocuSign process Deleted – eSignature envelopes that have been deleted Waiting for others – eSignature envelopes that have been successfully sent to email recipients but only one of the recipients has taken action Expiring soon – eSignature envelopes that are due to expire within 6 days Failed – eSignature envelopes that are voided, expired or declined Completed – eSignature envelopes that have been eSigned by all recipients
Why DocuSign?
Last Updated: November 11, 2024We chose to integrate Contractpedia with DocuSign® because it is one of the most trusted and widely used eSignature platforms globally. DocuSign is used by hundreds of millions of users worldwide. It provides industry-leading security and compliance and it is an ideal addition to managing your contracts with Contractpedia. DocuSign is widely recognized across industries, making it easier for Contractpedia users to send, sign, and manage contracts with confidence. Its platform is highly secure, meeting international security standards and compliance requirements which is crucial for contract management. DocuSign also offers a user-friendly experience, which aligns well with Contractpedia’s goal of simplifying contract management. The platform’s robust API allowed us to seamlessly integrate, ensuring smooth workflows for our users. Additionally, DocuSign’s compatibility across devices and its support for multiple languages make it accessible for users around the world. By partnering with DocuSign, we provide a reliable, secure, and efficient eSignature solution that enhances the value and functionality of Contractpedia for our customers.