DocuSign - Shared Access - Allowing other DocuSign users to manage and send envelopes on your behalf
LTi recommends that as few DocuSign account configurations
as possible are maintained in ASPIRE, to prevent duplicate account
With that being said, we understand that the user
credentials used to consent to ASPIRE working on your organization’s behalf may
not be the DocuSign user who will manage every DocuSign envelope.
LTi recommends the use of Shared
Access to Envelopes in DocuSign to grant access across your DocuSign user
base to the envelopes they may need to manage. The Shared Access concept
replaces Shared Envelopes as a more robust set of functionality, including the ability to manage draft envelopes.
DocuSign administrators wanting to learn more about Shared
Access can visit Manage
Shared Access to Envelopes.
For integration purposes, choose “Allow to send
on behalf of” when setting up Shared Access to ensure the user can edit and
DocuSign Integration User Guide
Please see Attachments to download the guide. This article is the holding place for the most recent version of the ASPIRE v5 - DocuSign User Guide. Throughout the Knowledge Base there are also individual articles on relevant topics related to this ...
Submitting Documents to DocuSign/Creating a DocuSign envelope
Use the attached steps for more detail on how to create a DocuSign envelope using the integration in ASPIRE v5. The ASPIRE DocuSign integration uses the DocuSign Remote Signing Ceremony, where DocuSign will send an email to each signer inviting them ...
DocuSign Integration - Contract Status Updates
Background Finance companies generally have multiple credit applications in process at the same time which often means having to prepare documents for signing, getting the documents to the signers, and tracking when the documents come back signed on ...
400 Error when using DocuSign Integration
Normally, when an ASPIRE user attempts to submit an envelope to DocuSign, a “success” message will be returned along with a DocuSign Envelope ID. Occasionally, an error message will be returned. Typically, this is a 400 error. 400 errors indicate a ...
DocuSign - Create new configuration button deactivated
If the Create New Configuration button is deactivated/unclickable/grayed out, verify: The Service Address and Service Key are entered and saved There are not already 10 configurations. There is a limit of 10 configurations per Service Address and ...