NetDocuments’s Native DocuSign Integration

Posted in NetDocuments Integrations, NetDocuments Tips on May 31, 2022 by Craig Bayer

 

NetDocuments has a built in Integration with DocuSign.  Its very easy to use and keeps everything in NetDocuments.

Step 1:  Check the Box Next to your Document and Click More –> Send to DocuSign

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Step 2:  Click Continue

 

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Step 4:  Fill in all your client’s information

 

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The signers Name and email address

 

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A Subject and Message for the Signer

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I do not recommend checking Save signed document as new version of this document

Step 5:  Add the appropriate Signature fields in DocuSign and send the document

 

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Step 6:  Close the Windows

 

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Note there is now a DocuSign icon next to your document

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When the Document is signed, it will be added to your NetDocuments Account as a signed PDF.  Notice the created by and Last Modified by say eSign Agent.

NetDocuments also links both documents together.

 

Why I don’t recommend clicking Save signed document as new version of this document

 

Once your document is signed, it will go back into NetDocuments as Version 2

 

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However, this is an unofficial version, so you have to click on the version numbers to see the document has been signed.

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer