1. Help Center

With the eSign Connect app, users can generate and send Docusign envelopes through the DocuSign Envelopes component. Through this integration users will be able to combine Salesforce, Google Drive and Docusign for more efficient document signing.

How it works

Create DocuSign Envelope

The DocuSign Envelopes component supports sending multiple files within a DocuSign envelope. Files can be accessed from various locations when adding a file through the send with DocuSign integration. These are the locations:

• Salesforce Files that are attached to the record but not the Drive Links component
• Files from Device
• DocuSign templates

If you have Drive Connect installed, you will also see these options

• Linked Google files
• Drive Links folders that are attached to the record
• Content Folders which are setup by the administrator
• Files from Google Drive

 

You can attach a maximum of 10 files per envelope.

Note: The file size limit for a single envelope is 25 MBs, regardless of the number of files. There is also a character limit of 100 for the Subject field and 1000 for the Message field.

Various recipients can be added to the envelope each of which can have either of the following two actions:

• Needs to Sign
• Receives a Copy

A signing order can be toggled on that allows the sender to determine an order of signing for the list of recipients which will require the first recipients to complete the action before the following recipients receive a notice to take action. Once the sender is ready, they can go on to the next process which will open an iframe with DocuSign and they can then add tags to the documents.

Downloading Docusign Files

The DocuSign Envelopes component supports the saving of files that were sent and completed in the envelope. File saves can be initiated from three locations:

• New DocuSign Envelope Modal
• eSign Connect Setup -> Configuration -> File Destination Settings -> Add Preference/Edit
• DocuSign Envelope Details

The following are locations that the files can be saved to:

• Google Drive
  • Note: Must have the Drive Connect package installed and the component on the same record page
• Salesforce
• Device (DocuSign Envelope Details only)

How the files will be downloaded will also be given various options to select from:

• Files as individual PDFs
• All into one PDF

File Linking to Salesforce on envelope completion is another option users have that will only appear when selecting Google Drive as the completed file destination, this can be initiated from:

• New DocuSign Envelope Modal
• eSign Connect Setup -> Configuration -> File Destination Settings -> Add Preference/Edit

Note: The file size limit for downloading a file is 12 MB. If downloading a file that is greater than 12 MB a modal will appear to inform the user to download the file from DocuSign directly.

Docusign Envelopes Detail Modal

The DocuSign Envelopes component provides more information on an envelope that was created. In order to access this information the user will need to drill into the hyperlink of the record that is on the component. On this modal, the following information is provided:

• File Recently Saved To:
  • If Google Drive destination
    • Google Picker for that location
  • If Salesforce destination
    • Modal will close
• List of Enclosed Documents
  • Option to save to:
    • Google Drive (must have a Drive Connect component on the same page)
    • Salesforce
    • Device
• Envelope Information
  • Envelope Subject
  • Sender
  • Envelope Id
  • Last Modified
  • Sent Date
  • Status
  • File Destination
    • Google Drive hyperlink (Google Picker to destination)
    • Salesforce
  • List of Recipients
    • Name
    • Email
    • Status of envelope
    • Sent Date (once envelope has been sent)
    • Signed Date (once envelope has been signed)