E-Signature Integration
S-Drive’s E-Signature feature allows you to send a document directly to DocuSign* and have the signed document returned directly to S-Drive.
To Configure E-Signature Integration, go to S-Drive Configuration Micro Services tab. Scroll down to E-Signature Integration and click Configure.
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The following page has a section for S-Drive E-Signature and DocuFetch E-Signature.
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S-Drive E-Signature Application
This is used to select an S-Drive file and send it out for a signature. This feature works with DocuSign.
Click the DocuSign radio button.
Check the boxes next to the objects you wish to enable for E-Signature.
In the “Signed Document Location” column, choose where you want the returned signed document to appear.
Upload as New Version - uploads the signed document as a new version of the original file
Upload to Same Directory - uploads the signed document to the same folder as the original file
Upload to Root Directory - uploads the singed document to the root/home directory
Click Save
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If you choose Upload as New Version, your bucket must be versioned. See Managing Your Buckets for instructions to enable versioning.
Once configured, files on the chosen objects will have a new action: Send for E-Signature.
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Clicking on Send for E-Signature will take you to DocuSign to complete any additional steps that may be needed based on your DocuSign setup.
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*Requires separate installation of DocuSign eSignature for Salesforce, found on AppExchange. . More E-Signature integration coming in the future.
DocuFetch E-Signature Application
when sending a DocuFetchrequest and asking the requestee to sign a document. This feature works with either AdobeSign or Formstack.
Simply choose which application you’d like to use for DocuFetch E-Signature.
AdobeSign requires Adobe Acrobat Sign eSignatures for Salesforce from AppExchange as well as an additional package from S-Drive. Please contact Sales to implement this.
Formstack requires additional packages. See DocuFetch for details.