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:

Requesting a Signature in the Connected Desktop

To request an e-signature in the Connected Desktop:

  1. Open the SmartVault Connected Desktop.
  2. Right-click to select the file and choose Get Signature in the shortcut menu.
  3. Sign in to your SmartVault account or DocuSign account when prompted.
  4. 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.
  5. 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 - WDC.gif

Requesting a Signature in the Portal

  1. Sign in to the SmartVault Portal.
  2. Click View Files and Folders in the navigation sidebar.
  3. Go to the document you want to send out for e-signature.
  4. Hover over the file and click the Get Signature icon.
  5. Sign in to your SmartVault account or DocuSign account when prompted.
  6. 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.
  7. 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, the recipient will receive an email from DocuSign stating that you have requested their signature.

After the recipient completes and signs the document, you will receive an email from DocuSign and SmartVault confirming the document has been signed and returned to your SmartVault account.

The signed document is sent back to DocuSign. DocuSign will send the signed version to your SmartVault account as a second copy in the folder it was sent from. 

  Tip

Only files actioned with the "Get Signature" feature within SmartVault will automatically be routed to the correct location once signed. Any additional documents added to the first "Get Signature" request while within DocuSign will not be routed back automatically and will need to be saved manually to SmartVault.

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