Submitting Documents to DocuSign/Creating a DocuSign envelope

Submitting Documents to DocuSign/Creating a DocuSign envelope

Info
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 to take part in the signing process.

This version of the integration only supports the Needs to Sign and Receives a Copy recipient types (for more information about recipient types, refer to step 2 in the DocuSign help topic Add Recipients).

When setting up the envelope in ASPIRE, the user will be able to:
  1. Select existing documents from the ASPIRE document repository. All selected files must be PDFs.
  2. Specify recipient name, email address, DocuSign authentication method, email subject line, and email body
  3. Submit to DocuSign, either for immediate distribution to the first group of signers (click "Submit") OR to modify the Draft envelope in DocuSign when needed DocuSign features are not available in ASPIRE (click "Submit for Revision").