E-Signatures (DocuSign)
DocView Web integrates with DocuSign to provide legally binding electronic signatures on your documents. You can send documents for signature, track signing progress, and download the signed copies – all from within the Document Record page.
Sending a Document for Signature
- Open the Document Record for the file that needs to be signed.
- Navigate to the E-Signature section.
- Click Send for Signature.
- Enter the signer’s name and email address.
- Click Submit. The document is sent to DocuSign, and the signer receives an email invitation.
Tracking Signature Status
The E-Signature section on the Document Record shows the current status of each signature request:
| Status | Description |
|---|---|
| Created | The signature request has been created but not yet sent to the signer. |
| Sent | The invitation email has been delivered to the signer. |
| Completed | The signer has signed the document. The signed PDF and certificate are available for download. |
Additional details shown include the Date Sent, Signer Name, Signer Email, and Date Signed.
Downloading Signed Documents
Once a signature is completed, two files become available on the Document Record:
- Signed PDF – The final document with the embedded electronic signature.
- DocuSign Certificate – A certificate of completion issued by DocuSign, containing the signing audit trail (signer identity, timestamps, IP addresses).
Multiple Signers
You can send the same document to multiple signers. Each signer appears as a separate entry in the E-Signature section with its own status tracking. All signers must complete their signatures before the document is considered fully signed.
INFO
DocuSign integration must be configured by your administrator. If you do not see the E-Signature section on document records, contact your administrator to enable it.