Integrate DocuSign with Chatter

A major challenge faced by business organizations is how to streamline their workflow. It is very important that each and every transaction is recorded accurately in order to avoid any legal or financial complications. One of the current trends in the industry is electronic signature. Electronic signature, also known as digital signature, is a secure method of signing documents electronically.

DocuSign offers a cloud-based spution for electronic signature. The company is currently a leader in the electronic signature industry. DocuSign provides a variety of electronic signature sputions for business use. According to the company’s website, “DocuSign provides a digital way to sign, send and manage documents – all online.” The company's main products are electronic signature, eSignature, eSignature Platform, and DocuSign for Salesforce.

DocuSign integrates into Chatter via a Chatter app. For users, it means that they can create documents from their Chatter apps and send them to other users through DocuSign for electronic signatures. Users are also able to share their documents with others and get their signatures and comments back automatically.

Integration of DocuSign and Chatter was announced by Saleforce during Dreamforce 2012 conference in San Francisco. On October 17, 2012, Salesforce announced that they had completed integrating DocuSign into Chatter. After the integration, users can directly create, send, and receive eSignatures from their Chatter feeds. This is not only convenient for users but also helps companies to reduce time spent on document approvals. Since there are no more e-mails invpved in the process of sending documents, workers can now focus on other tasks while waiting for the document to be signed. In addition to sending documents to customers or partners for signatures by email, users can now also create documents using Chatter apps.

Prior to this integration, DocuSign users could create documents through Chatter apps but there was no way for other users to get their signatures back from the document after signing it. Now, when users create a new document from one of their Chatter feeds, they will be presented with two options. to send the document via email or to sign it using DocuSign. If the second option is selected, users will need to enter their DocuSign credentials if they already have an account with the company or create one if they don’t. Once they have logged in, they will be able to select who should receive a copy of the document and how many days they should have to sign it before it expires. DocuSign will then upload the document to the user’s account and send out notifications about the document via the user’s Chatter feed.

There are many benefits associated with integration of DocuSign and Chatter. First of all, users will be able to save time spent on document approval processes since there are no more emails invpved in the process of sending documents for signatures by customers or partners. Now, when users create a new document from one of their Chatter feeds, they will be presented with two options. to send the document via email or to sign it using DocuSign. If the second option is selected, users will need to enter their DocuSign credentials if they already have an account with the company or create one if they don’t. Once they have logged in, they will be able to select who should receive a copy of the document and how many days they should have to sign it before it expires. DocuSign will then upload the document to the user’s account and send out notifications about the document via the user’s Chatter feed. Users can also track the progress of document approval processes as well as check statuses of documents that have been sent for approval by clicking on Actions > Approve from their Chatter page.

The process to integrate DocuSign and Basin may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.