DocuSign Connector

Docusign digital signatures

Avoid the bottleneck of signature gathering and speed up the signing process using digital signatures connected with your document management system. When combined with workflow, digital signature technology automates signature gathering and eliminates the manual steps in getting documents signed.

Business contracts, sales agreements, leases, legal files… any document requiring a signature can be signed faster and easier using a digital signing process. Documents are signed online, eliminating the need for printing, scanning, faxing or emailing. People can even sign while on the go using a laptop or mobile device.

DocuSign with Document Locator

Speed up document signing processes by sending documents for digital signature using the Document Locator DocuSign Connector.

DocuSign Connector capabilities

Speed up signatures

Improve the speed of execution with digital signatures. Quickly and easily send documents for signature from inside Document Locator via DocuSign.

Digital signature workflows

Use workflow to route documents for review and final approval by digital signature.

Security

Leverage DocuSign’s secure cloud infrastructure for presenting documents for digital signature. Signatures mark the document with trusted, reliable, and secure digital encoding.

Simplify signing

Send documents for digital signature from inside your document management system.

Compliance

DocuSign’s eSignature process is compliant with the US ESIGN Act and meets requirements from the FDA, FTC, IRS, and FINRA and more.

eForms

Immediately route submitted forms for digital signatures.

Automating the signing process with workflow

Document Locator’s optional DocuSign Connector allows you to add a ‘send for signature’ step to any workflow. When a document arrives at this step in the process, it is automatically sent to DocuSign (sold separately by DocuSign). The assigned signer will receive an email from DocuSign asking them to review and sign the documents. After reviewing the file, the signer selects the “Next” button and then DocuSign asks them digitally sign. A signature is embedded, and the file is digitally encoded. The file is then automatically saved back to Document Locator as a new, signed version. Workflow can then continue the process internally by routing the file for countersignature, notifying key stakeholders, or applying records policies.

  • Supports ad-hoc signature gathering
  • Supports preset signature coordinates
  • Supports preset signature tokens in templates where content varies in length but has consistent trailing signature block
  • Combines digital signature steps with internal notification, review, and approval workflows as well a post-signature workflow steps to complete internal processing
  • The optional Document Locator DocuSign Connector works with a DocuSign API account sold separately by DocuSign.

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eForms with digital signatures

When an electronic form is submitted and arrives in Document Locator, it can be immediately routed for digital signature, speeding up the approval and sign-off of form based procedures. As the form is brought into the system, field values entered on the form can be used to determine the routing process. For example, applications can be routed to the appropriate person internally for digital sign off, or requests for contracts can be immediately processed and returned to the requestor for a signature before being routed back internally for approval.

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Digital Signatures

Use optional third-party applications to incorporate digital signatures within the document management system.Learn more »

Adobe Acrobat Sign

Send, sign, and track files via Document Locator and Acrobat Sign – a cloud-based e-signature service that is part of Adobe’s Document Cloud Suite.Learn more »

Electronic Forms

Make electronic forms and capture form-based information for automated, advanced processing using eForms with document management.Learn More »

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Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

Ready for a Demo?

Take the first step towards streamlining your processes and enhancing collaboration with Document Locator. Request a demo today and discover how our document control solution can help your organization.

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