How Can I Implement eSignature in Zapier

How To Implement eSignature in Egnyte

Customers of all sizes can use DocuSign and Smartsheet to quickly collect signed documents electronically from contacts managed in Smartsheet. Let's take a look at how an HR manager can use Docusign and Smartsheet to manage the on-boarding process for new employees. The HR manager uses a sheet in Smartsheet to manage the list of new employees. Every month when a new group of employees joins the company , the HR manager needs to have them sign new-hire documents. In this case we have five new employees starting on the 25th. Using the Smartsheet integration to DocuSign, the HR manager can send documents using a single pre-built workflow. You can request documents from contacts in selected rows of the sheet or from all contacts in the sheet. In this case we'll select just the people who start on the 25th and create an envelope for each new employee. An envelope gets created for each selected row and each new employee receives an email notification. The first employee in the list receives her email invitation to sign and clicks thru into DocuSign to view her documents. The first document in the package is a W-4. As you scroll down, you see that Laura's information from Smartsheet is automatically populated in the fields on the form so all she needs to do is sign. She signs her nondisclosure agreement and finally the security policy acknowledgement form. At this point she's completed signing. She's going to confirm signing and submit the envelope back to DocuSign. Notice in the sheet that Laura is the first signer for this envelope but we're also going to be requesting a second signature from our CEO Mark Miller . Once both signers have completed signing, that envelope is now complete. If we go back and look at the sheet in Smartsheet, we'll see that, once the envelope is completed, the completed documents automatically attached back to the row in Smartsheet. Here we have Laura's new hire documents signed by Laura as well as by Mark It's easy to set up a workflow that's reusable with the Smartsheet for Docusign integration. Simply start by selecting the templates that you want to use to create the envelope. Choose the sheet that contains the contact data for the recipients of the envelopes and, lastly, map DocuSign fields to Smartsheet columns. We'll save and close, and now this is a reusable workflow that the HR manager can use again each time a new employee needs to sign the documents. That's how you can quickly collect signed documents electronically from contacts managed in Smartsheet. Learn more about Smartsheet's integration with DocuSign at smartsheet.com/apps/docusign