Using DocuSign's Get Signature Feature with SmartVault Documents

SmartVault's Get Signature feature lets you send documents from SmartVault to get an e-signature from recipients using DocuSign.

You must integrate your DocuSign account with SmartVault to use the Get Signature feature. Follow the corresponding steps below:

Integrate SmartVault if you don't have a DocuSign account
Integrate SmartVault if you have a DocuSign account

Recipient Auto-Population in DocuSign

When using the Get Signature feature, DocuSign automatically populates the recipient's contact information from the associated SmartVault vault. This allows you to make e-signature requests using your preexisting SmartVault contacts.

Requesting a Signature in the Connected Desktop

To request an e-signature in the Connected Desktop:

Open the SmartVault Connected Desktop.
Right-click to select the file and choose Get Signature from the shortcut menu.
Sign in to your SmartVault account or DocuSign account when prompted.
The DocuSign editing window loads the file in the Connected Desktop. For a guide to editing and using DocuSign features, visit DocuSign Support.
Edit the document as needed, select the recipient in DocuSign, and click Send.

Tip

Follow these steps to add Knowledge-Based Authentication (KBA) to your document.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon KB - Expand icon.png

in the bottom right corner to enlarge it.

Requesting a Signature in the Portal

Sign in to the SmartVault Portal.
Click View Files and Folders in the navigation sidebar.
Go to the document you want to send out for e-signature.
Hover over the file and click the Get Signature icon.
Sign in to your SmartVault account or DocuSign account when prompted.
The DocuSign editing window loads the file in the Connected Desktop. You can visit DocuSign Support for a guide to editing and using DocuSign features.
Edit the document as needed, select the recipient in DocuSign, and click Send.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon KB - Expand icon.png

in the bottom right corner to enlarge it.

Using Get Signature Feature - Portal+.gif

How DocuSign Processes a Signed Document

When you send a document to a recipient to be signed, DocuSign will email the recipient stating that you have requested their signature.

After the recipient completes and signs the document:

You will receive email confirmations from DocuSign and SmartVault, verifying that the document has been signed and returned to your SmartVault account.
The signed document will be automatically sent back to SmartVault as a second copy in the same folder it was sent from.

Note

If you're not receiving email verifications, ensure your email settings in SmartVault and DocuSign are set to receive notifications.

Important Tips

- Only documents sent through SmartVault's Get Signature feature will automatically be routed to the correct location once signed.
- Any additional documents added directly within DocuSign must be manually uploaded to SmartVault.