Documents
Use HTML in Batch Letter Emails
Introduced in v5.20.64 ADO 44355 ASPIRE Batch Letter Gen Module users will now be able to incorporate a select set of HTML elements for Account, Contract, and VAT Document Reference Types. When running Batch Letter Generation manually (on the Tasks ...
DocuSign - Date Signed Date Format
When using the DocuSign Signed Date tag in an ASPIRE document template, the DocuSign Date Signed tab will be placed in the document and presented to the signer during the DocuSign Signing Ceremony. The Date Signed is automatically populated when the ...
Tagging Invoice Messages into Invoice Doc Templates
Please refer to attachments (Follow "Invoice Consolidated notes" document for instructions) In the event that you would like to have your Invoice Documents include a comment specific to the Contract at hand in the Invoice Documents, there are a few ...
DocuSign - Signer being asked to sign in the wrong place
When there are multiple signers for a given Role (for example, multiple personal guarantors), the DocuSign integration supports matching description of that signer (for example, their name) with the DocuSign actions that signer is supposed to take. ...
Contract Document Deletion - Terminated and Un-Booked Contracts
Introduced in v5.20.54, ADO - 40572 As of the 5.20.54 release of ASPIRE, Users will have the ability to delete contract documents for terminated and un-booked contracts to manage storage usage. A new screen has been added that that will allow users ...
DocuSign tags not working in a table or text box
When ASPIRE DocuSign data tags are placed in a table or text box in an ASPIRE Document Template, the data tag text cannot wrap to multiple lines. If the text wraps to multiple lines, the font size of the data tag text should be reduced until the text ...
How is the per envelope charge assessed for the DocuSign integration?
This article addresses LTi charges for subscribing to and using the ASPIRE DocuSign integration. The client must have an active DocuSign subscription, subject to charges from and billed by DocuSign, to use this integration. The ASPIRE DocuSign ...
Problem loading DocuSign configurations
If you see an error message "There was a problem loading DocuSign configurations. Please contact your ASPIRE administrator for further assistance", when accessing Administration - eSignature - DocuSign, take the following steps to resolve the issue: ...
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 ...
Document Templates Training
Please see the attachments for detailed information, recording available from within the Vimeo weblink Two Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Document Templates ...
DocuSign - Duplicate Signer in Sign Documents screen
When using the Sign Documents screen as part of envelope creation with the ASPIRE DocuSign integration, each signer/recipient should only appear in the list once. If a signer appears in the list more than once, it may be due to configuration of the ...
The Correct Document Type for Importing Microsoft Word document into ASPIRE for Doc Tagging
While you may have heard that you need your Microsoft Word Document to exist as a .xml document, you probably noticed there are a few different options available as an "XML" document option when saving your Microsoft Word document to your computer ...
DocuSign - Signed Documents copy not in the ASPIRE document repository
As part of the ASPIRE DocuSign integration, a copy of the signed documents and a copy of the Certificate of Completion will show in the related ASPIRE Contract Document Repository. If this is not happening, there are a few things to investigate: Has ...
Microsoft Word and NET Programmability Support Error When Opening Document Templates
Open the Control Panel, locate Office, right-click and select "Change". Make sure that the "Add or Remove Features" is selected and click "Continue". Expand "Office Tools". Make sure that "Actions .NET Programmability Support" and "Microsoft Forms ...
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 ...
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 configuration efforts. With that being said, we understand that the user credentials used to consent to ASPIRE working on ...
Configurable Forms - Document Packages
Question: Where do the listed documents in the Document Package section come from in the configurable form? Answer: This list is populated from Packages created in Document Management. Contract or Account Explorer > Document Management > Generation ...
DocuSign - Can't find Service Key/Need a new service key
The ASPIRE DocuSign integration requires a Service Address and Service Key to be configured in ASPIRE for the integration to function as designed. When subscribing to the integration, LTi issues the subscriber two Service Keys unique to that ...
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 ...
ASPIRE Document Management Overview Video
See linked videos and attached document for complete details. The linked 14 minute video will demonstrate the various features and functionality available when working with documents in ASPIRE. The attached document summarizes some key points of ...
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 ...
Video - DocuSign Webinar
Click here for an hour webinar on the ASPIRE - DocuSign Integration given by Peter Haug.
EverView Integration Module (formerly known as OSG)
See attached document for complete details. The EverView Integration module enables the export of invoice information out of ASPIRE v5 into an XML file compatible with LTi’s vendor billing and invoicing partner, EverView (formerly OSG Billing ...
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 ...
Error When Opening Document Templates in Aspire
Example of Error: How to Resolve: 1. Open the Control Panel, locate Office, right-click and select "Change". 2. Make sure that the "Add or Remove Features" is selected and click "Continue". 3. Expand "Office Tools". 4. Make sure that "Actions .NET ...
503 error when using DocuSign Integration
503 errors indicate that the service is unavailable. Most commonly, this is a temporary state where the service is unable to process the request, but it could also be an indication of a less transient issue and may require LTi to restart the service. ...
404 error when using DocuSign integration
404 errors indicate that the resource was not found. Most commonly, this is due to either an incorrect service address or due to the service being down. Recheck the Service Address, then check with LTi support to see if the requested service is ...
401 error when using DocuSign integration
401 errors indicate an unauthorized request. Most commonly, this is due to using an invalid service key. Each service key is unique to a subscriber and service address. Please check with the assigned LTi account manager to confirm authorization for ...
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 ...
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 ...
Bulk Generation of Documents for User Identified Contracts
See the attached document for details. The attached document provides the ability to batch generate and email documents for a group of user identified contracts. It also allows generating and sending a reminder to that group to sign and return the ...
Adding Formulas and IF Statements to a Word 2016 Document Template
Adding a Formula to a Word 2016 Document Template With Word 2016 and higher, a new technique is required to add data-driven formula fields to ASPIRE Document Templates. Start by creating a new Document Template (Administration menu - Document ...
Doc Template Repair Utility
ADO 22113 A Document Template repair utility has been added to the Administration menu – Document Templates screen that repairs any fragmented or broken document tags. This repair utility will repair all existing document templates and only needs to ...