Use Egnyte for DocuSign

Overview


Once you've configured the DocuSign app, you're ready to start sending Egnyte files for eSignature from the Web UI or the Desktop App. We'll also show you how to send a DocuSign template from Egnyte and more.

Sending with DocuSign is currently supported for these file types:

  • Microsoft Word documents (.doc and .docx)
  • Microsoft Excel spreadsheets (.xls and .xlsx)
  • Adobe Portable Document Format documents (.pdf)
  • Text documents (.txt and .rtf)
  • Images (.jpg, .tif, .gif and .png)

Send a Document for eSignature - Web UI

Send a Document for eSignature - Desktop App

Additional Options

Send a Document for eSignature

DocuSign has a rich web interface that gives you many options for managing your signed documents. In this tutorial, we’ll focus on a simple case where you just want to collect a signature from a single person. Detailed documentation on DocuSign’s capabilities is available here.

Web UI

  1. Navigate to the file you'd like to send for eSignature.
  2. Open the action menu, hover over Share, and select the Send with DocuSign option.

    You can send files within any folder for which you have Editor permissions or higher.

    send_with_docusign.png
  3. The DocuSign interface will open in a new browser window.
  4. Specify a recipient for your document.



  5. Indicate where you would like them to sign.



  6. Send an email with a link to where they can review the document online and provide an electronic signature.
  7. Your recipient will be asked to provide and confirm their signature from a screen that looks like the one below.



  8. Once they confirm their signature, the document will be “completed” in DocuSign, and a signed copy of the document (in PDF format) will appear in your Egnyte account in the folder where the original document resides. The signed copy will have a note automatically added to it indicating who signed the document and the time and date of sign-off.

We periodically check with DocuSign to detect when sign off has been completed, so there may be a slight delay of a few minutes before the signed copy shows up in your account.

Desktop App

  1. Open Window's File Explorer or Mac's Finder and navigate to the file you'd like to send for eSignature.
  2. Right-click on the file, hover over Share, and select the Send with DocuSign option.

    Capture1.PNG

    You can send files within any folder for which you have Editor permissions or higher.

  3. The DocuSign interface will open in a browser window.
  4. Specify a recipient for your document.



  5. Indicate where you would like them to sign



  6. Send an email with a link to where they can review the document online and provide an electronic signature.
  7. Your recipient will be asked to provide and confirm their signature from a screen that looks like the one below.



  8. Once they confirm their signature, the document will be “completed” in DocuSign, and a signed copy of the document (in PDF format) will appear in your Egnyte account in the folder where the original document resides. The signed copy will have a note automatically added to it indicating who signed the document and the time and date of sign-off.

We periodically check with DocuSign to detect when sign off has been completed, so there may be a slight delay of a few minutes before the signed copy shows up in your account.

Additional Options

Send with a template

In addition to sending a regular file for signature, Egnyte now supports sending a template from the More menu. This kicks off a signature flow using your DocuSign templates. Once the document is signed, it is returned to the folder from which the “send template” workflow was launched.

DS_more_menu.png

 

DocuSign Status Page

The More menu also has a DocuSign status page which shows the current status on recent DocuSign activity. This includes signature requests that are in a draft state, in process, and completed in the last week. From here, you can take some additional actions on the signature request like re-sending the reminder, voiding a contract, reopening a draft, and showing a signed document.

Import Bulk List Feature

Now you can send a DocuSign template using the IMPORT BULK LIST feature in DocuSign. All the signed documents from individual users will be saved back to the original Egnyte folder location as separate PDFs.

  1. Choose recipients on your DocuSign document
  2. Click IMPORT BULK LIST and upload a .csv file with your recipient list.


  3. Proceed with the rest of the process as you normally do and send out the document for eSignature.
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