RT DocuSign Walkthrough
With RT Docusign, you can upload and send multiple documents and PDFs, from your Sugar to your customers for signatures. Additionally, you can also track status changes in your documents throughout the signature process.
In order to send a document for signing you just need to click on Accounts, go to the Edit drop-down menu and click on ‘Send Document’.The plugin will automatically detect the attached documents with this account. You can select the document you want to send and also the contacts that you want to send this to. Contacts that are associated with this account are pre-populated, but you can also add other contacts from SugarCRM. Not just this, you have the freedom to choose any document from Sugar using this option. The client’s inbox would receive an email containing the link. If he clicks on it, it will take him to Docusign where he can sign the document and send it back. The signed document will be saved in Sugar.
Apart from this, RT DocuSign also has a ‘Documents Packets’ module which allows you to track and view statuses of document packets, individual documents, and recipients. So if you have sent multiple documents to a contact, you can easily view and track the status of each individual document. The plugin also allows you to send PDF templates to your Sugar records for signing. You can create and edit PDF templates from PDF manager in Sugar. To send a PDF template simply click on the record and in the Edit drop-down menu, click on ‘Send PDF to Docusign’. You can send documents and PDFs in a similar way to your Contacts, Accounts, Opportunities and Leads.
The RT Docusign Dashlet statistically highlights your RT Docusign activity and keeps you updated on the current status of the envelopes that you sent. It represents in the form of a bar chart the number of envelopes created, sent, delivered, signed and rejected. You can also get real-time alerts on document status changes from the Global Sugar Activity Stream. And also track status changes from the record and module-level Activity streams. Moreover, if you go to the RT Docusign configuration panel, you have the option to restrict access. You can either make a Global account for all users or give each user an individual account for using RT Docusign.
RT DocuSign is an easy-to-use and effective integration between SugarCRM and Docusign. You can configure and send multiple documents and PDF templates from Sugar, and your customers can sign them using their DocuSign account from any browser, including mobile devices, within minutes.