Note: The following setup process assumes that you have a production DocuSign account that is connected to an Integration Key that has followed the proper DocuSign Go Live process. You may use Enquire to fulfill the DocuSign API requirements, but once your Integration Key has been promoted for production use, you will need to update your demo sandbox endpoint to your production endpoint in Enquire. If you have questions about this go live process, please refer to DocuSign's Go-Live Guide.
Setup
Step 1: Get your DocuSign API information
Note: The DocuSign username/email address chosen will be the account referenced when sending the DocuSign email to an individual.
- Create a Developer DocuSign account.
- Log in to your DocuSign developer account
- On the left menu of the DocuSign Admin section, click API and Keys in the INTEGRATIONS section
- You will find your Integrator Key in the My Integrator Keys section
- You will find your Endpoint In your DocuSign Environment by Navigating to 'Settings' -> 'Integrations' -> 'Apps and Keys', the field titled 'Account's Base URI'
Step 2: Add your DocuSign API information to Enquire
- Click Admin on the left menu of Enquire
- Click Plug-ins on the left menu
- Navigate to the DocuSign plug-in and click the blue +Add button
- Click Settings
- In the Plugin Settings pop-up, enter your Integrator Key into the API Key field, your DocuSign Username and Password (the username and password you use to sign in to DocuSign), and your DocuSign Endpoint with /restapi appended to the end.
- Click Save changes
Usage
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 the Setup steps above.
- 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.
- Create a new Template using our Template Merging article or modify an existing template
- In your new or existing template, add the {{Signature}} tag where you would like someone to sign
💡 Tip: 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
- Navigate to the individual that needs to sign a document
- 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.
The individual must have a valid email address for the DocuSign option to show.
- On the Templates - DocuSign page, click the grey Send DocuSign button to the right of the template you would like to send.
- This will send an email to the chosen email address
- The individual will then click the Review Document button and complete the DocuSign process.
- Once the individual has finished signing the document, an activity with the type of Contract Signed will be created in EnquireLEADS.
