DocuSign Integration with Document Automation
XpressDox document automation integrates seamlessly with DocuSign making it easy for all authorized users in the firm to benefit from the efficiency of digital signatures!
DocuSign Integration with Document Automation Delivers Real Benefits
Experience unprecedented efficiency when it comes to finalizing your important documents. With DocuSign integration with document automation, you can harness the power of digital signatures to expedite the completion process.
Gather Signatures More Efficiently
Seamless integration with DocuSign allows users to effortlessly incorporate electronic signature functionality into their documents created through XpressDox. This means that users can obtain legally binding signatures on their documents quickly and easily, without the hassle of having to print, sign, and scan the documents.
Simplify the Way You Add Signing Fields to Templates
Users can easily specify the locations where signatures should be placed in the final document, thanks to the integration's user-friendly interface. Additionally, the integration offers both a straightforward "single-signature" option and a more intricate signature block solution, catering to the needs of users with varying degrees of complexity in their documents.
Streamline the Process of Setting up Signing Workflows
Setting up signing workflows and sending documents for signature can be done directly within XpressDox. With advanced conditional logic, users can specify any signing order they require, whether it's simultaneous, sequential, or custom. Additionally, users have the flexibility to choose between manual signing or electronic signatures through DocuSign, depending on their specific needs.
Manage Signing Workflows and Stay Informed with DocuSign Console
After documents are sent to DocuSign for signature, users can manage the signing process from the DocuSign console. This includes tracking the status of signed documents, identifying who has already signed and who is next in line, and receiving notifications as each party signs. Additionally, users can specify carbon copy recipients of notifications to ensure all relevant parties stay informed throughout the signing process.
Manage eSigning Envelopes Effortlessly from Your XpressDox Cloud Account
Signatories are captured during the Interview process, which creates an envelope that is then sent to the user's DocuSign account for signature. Before uploading the document for e-signing, users can peruse the document and make any necessary edits. Once the document is ready for signature, it can be uploaded to DocuSign directly from XpressDox.
Learn More About DocuSign Integration with Document Automation
Visit our Learning Center to learn more about integrating XpressDox with DocuSign. You’ll find step-by-step instructions for configuring and using the integration, as well as helpful tips and best practices for optimizing the e-signature process.