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 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").

• Related Articles

• 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 ...

• 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 ...

• DocuSign - No signers in the Sign Documents screen

  To create an envelope using the ASPIRE DocuSign integration, you must have at least one signer listed in the signer section (outlined in red in the screenshot). Sometimes, no signers will appear in the Sign Documents screen. To uncover the problem ...

• 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 Integration Video Webinar

  Please see the attachments for detailed information, recording available from within the Vimeo weblink Click HERE for the DocuSign Integration Webinar Video One Attachment available + a link for the Recorded Training: 1. The Questions and Answers ...