SmartVault's Get Signature feature lets you send documents from SmartVault to get an e-signature from recipients using DocuSign.
To use the Get Signature feature, you must integrate your DocuSign account with SmartVault. Follow the corresponding steps below:
- Integrate SmartVault if you don't have a DocuSign account
- Integrate SmartVault if you have a DocuSign account
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 in 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. 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.
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.
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 a signature from them.
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.