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Using your DocuSign Integration

Brian S. (Enquire Support) -

Our DocuSign integration will allow you to fill out documents using fields from Enquire as well as place designated signature areas for individuals to sign.

Requirements

  • You have an active DocuSign account
  • You have set up the DocuSign integration following our Help Center guide HERE
  • Your DocuSign template is in a .doc or .docx Microsoft Word format
  • The individual you are sending a DocuSign document to has a valid email address

Creating a DocuSign Template

DocuSign templates will function very similar to our Template Merging, but with the added ability to insert a {{Signature}} place holder where you would like individuals to sign.

  1. Create a new Template using our Help Center guide HERE or modify an existing template
  2. In your new or existing template, add the {{Signature}} tag where you would like someone to sign
    signature_tag_docusign.png

NOTE: The DocuSign signature tag takes up a bit more space when introduced inline with your document. We recommend adding some additional space around inline signature tags.

Using your DocuSign Template

  1. Navigate to the individual that needs to sign a document
  2. In the upper right of the profile, click the blue + Add button, click DocuSign Document and from the fly out menu, choose the valid email address you would like to send to. Remember, the individual must have a valid email address for the DocuSign option to show.DocuSign_Flyout.PNG
  3. On the Templates - DocuSign page, click the grey Send DocuSign button to the right of the template you would like to send.
    send_docusign_document.png
  4. This will send an email to the chosen email address
    DocuSign_email.png
  5. The individual will then click the Review Document button and complete the DocuSign process.
  6. Once the individual has finished signing the document, an activity with the type of Contract Signed will be created in EnquireLEADS.
    contract_signed_activity.png

NOTE: If you have any questions regarding the DocuSign and Enquire integration, please send an email to support@enquiresolutions.com

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