General
      Back to home
      1. Help Center
      2. Helpful Information
      3. General

      DocuSign: How AgentSync Manage Integrates with DocuSign and DocuSign Processes

      This article is your one stop shop for everything DocuSign in AgentSync Manage!

      AgentSync and DocuSign

      Before we jump into the how-to's of DocuSign and AgentSync, it's important to remember that:

      • DocuSign is a third party application on the Salesforce AppExchange
      • AgentSync does not partner with DocuSign, but we do support the integration between the two and will help with the initial set up. 
      • Once the integration is complete, customers will manage templates, mapping, and sending documents. 
      • AgentSync is not DocuSign Admin Certified.

      We here at AgentSync are not DocuSign support or experts, however we will help when we are able! If you are experiencing a critical issue with DocuSign that is blocking you from performing your job, please contact DocuSign Support directly. 

      Click the Links Below to Jump to the Most Relevant Section Directly

      How to Integrate DocuSign and AgentSync

      Step 1: If you are exploring DocuSign as an e-signature tool, you'll want to reach out to DocuSign directly. Let them know you need DocuSign Gen for Salesforce.

      Step 2: Email support@agentsync.io to request a 45-minute call to set up the integration.

      AgentSync Tip: Be sure to bring your DocuSign credentials and one document that we can upload for you during the call. 

      Step 3: Congrats, DocuSign is now integrated with AgentSync! You will own your own templates and mapping, but we're here to help if you have questions related to the integration or 'merged fields.'

      What is the Value of the DocuSign Integration?

      Visibility 👀

      1. Generate documents directly from Contact Records in Manage.
      2. See envelope status updates on Salesforce Records.
      3. Completed documents automatically attach back to record in the Notes & Attachements object.

      Field Mapping 📍

      1. Merge fields directly from the Manage record into templates (first name, last name, email, etc.).
      2. Allow signers to update information that will also update fields on the Manage record. 

      Increase Productivity 🚀

      1. Map templates ahead of time and reuse them.
      2. Bulk send envelopes to multiple contacts at once. 

      How to Set Up a New DocuSign Envelope Template

      You can create (or edit) DocuSign Envelope templates in AgentSync Manage at any time after DocuSign has been set up by following these steps:

      Step 1: Select the App Launcher 9-dot box the top left corner of your screen .

      Step 2: Type DocuSign Apps Launcher in the search bar and click DocuSign Apps Launcher from the Apps section. 

      Step 3: Click the down arrow next to the tab DocuSign Envelope Templates in the navigation bar. 

      Step 4: Click + New DocuSign Envelope Template 

      Step 5: Enter in the template Name and select the Data Source (the object you wish to pull data from)

      Step 6: Click Next

      Step 7: Add the Documents that the recipients will need to review and sign. 

      AgentSync Tip: There is a short video embedded on the page that walks through exactly how to add your documents. 

      Step 8: Add the Recipients that will receive the template and indicate what their role will be. You can also edit the email subject and body for this template at the bottom of the page. 

      Step 9: Click Next

      Step 10: Add the Merge Fields that you would like to pull into your DocuSIgn envelope. 

      Step 11: Click Next

      Step 12: Add in any Options that you wish. You can add options such as Reminders, Expiration, Sending Experience, Document Writeback and Field Updates

      Step 13: Click Next

      Step 14: Add the label you would like to appear on the button and include what page layouts you would like the button to appear. 

      Step 15: Click Save and Finish

      How to Set Up or Update Merge Fields

      Merge fields can be used to pull information directly into your DocuSign document directly from fields in Manage! Follow the below steps to access the envelope template Merge Fields page bye following the steps below:

      Step 1: Click the App Launcher 9-dot box .

      Step 2: Type DocuSign Apps Launcher in the search bar and click the DocuSign Apps Launcher button underneath Apps.

      Step 3: Click the DocuSign Envelope Templates tab.

      Step 4: Change the list view from Recently Viewed to All by clicking the down arrow next to Recently Viewed.

      Step 5: Click the down arrow to the far right of the template that you wish to add or edit Merge Fields on and click Edit.

      Step 6: The envelope template creation page will open. Click the Merge Fields arrow at the top of the screen. 

      Step 7: You can now add or edit Merge Fields! When finished, click Save and Close at the top of the page. 

      Sending a DocuSign Document from Manage

      AgentSync partners with DocuSign but we are not able to support any DocuSign related troubleshooting.  While we are happy to take a look, we recommend that you email DocuSign support for any troubleshooting related questions.

      14 STEPS

      1. The first step is to open the agency that you would like to send your document too. I am using TJ's Test Agency

      Step 1 image

      2. Click Retail Agreement

      Step 2 image

      3. Click Next

      Step 3 image

      4. Here is where you can specify the person who receives the email! Click Select Recipient

      Step 4 image

      5. Click Name

      Step 5 image

      6. Type Name and Press Tab. I will be using myself as an example.

      Step 6 image

      7. Type in the recipient's email (I am using my email)

      Step 7 image

      8. Scroll down and click Next

      Step 8 image

      9. Click send

      Step 9 image

      10. Scroll down and click highlight to see who the email was sent to.

      Step 10 image

      11. Click Show More

      Step 11 image

      12. Scroll up and click View All to view all of the envelopes.

      Step 12 image

      13. Scroll up and click DSX-0000003 to view more details on the sent envelope.

      Step 13 image

      14. I can see my name here too!

      That is how you send a DocuSign document with AgentSync

      Step 14 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/1859785/How-to-send-a-document-using-DocuSign

      Step 1: Navigate to the Contact (individual agent) or Account (agency) record that you would like to send your document to by typing the name into the Global Search Bar.

      Step 2: Click the name of the agent or agency with word Contact or Account underneath it

      AgentSync Tip: Don't see your producer's Contact or Account record in the preview? Try clicking "Show more results for" at the bottom of the preview. 

      Step 3: Click the action button on the top right of the record that is labeled with the document name that you would like to send. You may need to click the down arrow to see all button options. 

      Step 4: You'll be brought to a new page in DocuSign confirming the document that you would like to send is correct. If so, click Next.

      Step 5: The next screen is where you can specify the person who you would like to receive the email by clicking Select Recipient.

      Step 6: Add the recipient's name and email and click Next.

      Step 7: You should now see a copy of the document with the fields that need to be signed or completed highlighted in yellow. If everything looks correct, click Send.

      Step 8: You will be brought back to the Contact record. To see the DocuSign history for that agent or agency, scroll down on the record to the DocuSign related list and click Highlight to See Who the Email was Sent To.

      AgentSync Tip: Don't see an option to view previously sent DocuSign envelopes in Manage? Reach out to us at support@agentsync.io and we can add it for you!

      Want to see a click through tutorial of this process? Click here to access this exclusive AgentSync Customer Content! 

       

      Additional DocuSign Resources

      Not finding the answer you're looking for? Please review the DocuSign help center articles linked below. If you still need help, please reach out to DocuSign support for further assistance.