DocuSign Integration Capabilities
Brief Overview
DocuSign is an American company that allows organizations to manage electronic agreements, by connecting and automating the entire agreement process. DocuSign offers eSignatures, a way to electronically sign documents.
Security Overview
Read more about Workstation's integration security and Workstation's Enterprise Search.
Use Cases
This Workstation integration comes with the enterprise search capabilities and a homepage widget. In both we will display “envelopes”. An envelope is a DocuSign transaction.
The widget provides the following:
View envelopes in two states
- Action required - envelopes waiting for my signature
- Waiting for others - envelopes waiting for others to sign
View a list of people who haven't sign yet and send a reminder
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