To get started with integration of DocuSign account within Arka 360, please ensure that you already have an account on DocuSign.
Step 1.To integrate with DocuSign, go to organization settings and select External Integration option.
Step 2. Under external integration option we will have a card to integrate with DocuSign. Click on 'Connect' in DocuSign integration card.
Step 3. Clicking on 'Proceed' will direct us to DocuSign portal.
Step 4. Now, enter your DocuSign login credentials. First, enter DocuSign email ID and then click on 'Next' to enter the password.
Step 5. After entering the password, click on 'Log in'.
Step 6. Once, your DocuSign account is connected, the 'Connect' button will get updated to 'Remove DocuSign Account.
To get started with sharing the contract via DocuSign, please first ensure that you have already created a contract in manage Document. Or uploaded an existing pdf contract in manage documents.
To share the contract via DocuSign,
Step 1. Open lead section.
Step 2. Choose the lead for which you want to share the contract. Clicking on lead will open the left pane view of lead. Click on 'View Full details' to open the lead.
Step 3. Go to project info section. Click on Contracts.
Step 4. Select the design for which you want to share the contract. Note that based on the design selected all the project placeholders in your contract will get updated.
Step 5. Select the contract that you want to share.
Step 6. Click on preview and share. You also have the option that you can click on view icon and you can preview how your contract is looking.
Step 7. Click on 'share' button to share the contract or 'Eye' icon to view the contract.
Step 8. Check the checkbox to provide your confirmation and Click on proceed.
Step 9. Enter the e-mail addresses of your client to whom you want to share the contract, as well as their names. Make sure that you are entering the correct e-mail ID. Enter the envelope name, click on send.
NOTE: If in the selected contract you have added the placeholders for 'First Customer Name' and 'First Customer signature' or second customer name and signature then these fields will become compulsory.
Step 9. Once you have sent your contract, you'll get a notification whether you would like to see the status of the sent contract or not.
Step 10. Clicking on 'Yes', will direct you to the document section.
Step 11. So here under signed contract, your contract that you have sent will automatically get updated and based on the status of the contract this will get updated.
If your client have not accepted the contract then the contract will be in pending state.
Once the client has accepted the contract or rejected the contract, the status will get updated to accepted or rejected and also you will get a notification whether your client has accepted or rejected the contract.
Note that when you receive the notifications you will need to harder load once so that the live status gets updated in document section also.