When you need an agreement of any kind signed within the Submittable platform, the Docusign Integration feature can replace makeshift documents and problematic e-signature software. Docusign integration can be performed by Team members with permission levels 4 and 5 who also have access to your organization's Docusign account.
Authenticate a Docusign Account with Submittable
After creating a Docusign account, each team member must authenticate that account with Submittable. This can be done in two places.
While you're sending a Docusign template:
Or from the Integrations page (More>Integrations>eSign):
Note: You must have a Docusign account. The integration will search for the authentication of your default account in Docusign. You may need to change the default if you are trying to use a different Docusign account.
Create a Docusign Template
From your account in Docusign, go to the Templates section, then click Start:
Follow the prompts to create your Docusign template. If you need assistance, check out this article.
Configure the Form to Capture Signer Information
From your Submittable account:
Open the form* where the signer information will be captured.
Drag the E-Signature field to the desired place in the form.
Save the form:
*Forms must be Initial, Eligibility, or Internal.
Configure the Docusign Template with Signers
Next, go to the Manage Templates page (More>Integrations>eSign>Manage Templates).
From the list of Docusign templates, click Configure Recipients on the template you want to configure:
The Roles that were configured for the template in Docusign will be displayed. For each Role that does not have a Recipient configured, one must be configured to be able to use the template within Submittable:
For each Role that you added in Docusign, select the Recipient Source:
Submitter,
Team Member, or
Form Field (e-Signature fields)
If the Recipient Source is a Team Member, select the team member who will be signing.
If the Recipient Source is a Form Field, select the relevant field that contains the signer information.
Click the Save link to close the template.
Send a Docusign Template
Docusign documents can be sent from the list view or a submission's details when:
Changing a status
Sending an additional form
From the submission list view, select the submission name. Alternatively, from the Submission Details view, either change the status of the submission or click More>Send Additional Form.
On the email modal, select the Docusign template to send. The recipients will be listed below:
Click Send at the bottom of the modal. Docusign will handle the rest!
Recipient Experience
Reviewing & Signing the Docusign Document
Signers will receive an email from Docusign alerting them that they have a document to review & sign.
From the email, the signer clicks Review Document and is taken to Docusign.
Within Docusign, the signer reviews the document and signs in all relevant places.
When all parties have completed the signing process, the signers will receive an email with a link to the completed document.
Placeholder Tags for Docusign Integration
Docusign is case-sensitive. Custom Placeholder Tags can also be used in documents.
Placeholder Tags for Custom Field "Name" |
Description |
[Title] | Submission title from the Submission Name Field or the submission number |
[SubmitterFirstName] | First name of the submitter from their account profile |
[SubmitterLastName] | First name of the submitter from their account profile |
[SubmitterEmail] | Email address of the submitter from their account profile |
[SubmitterAddress1] | First line of submitter address from their account profile |
[SubmitterAddress2] | Second line of submitter address from their account profile |
[SubmitterCityTown] | City/Town of submitter from their account profile |
[SubmitterStateProvince] | Full State/Province of submitter from their account profile |
[SubmitterStateCode] | Abbreviated State/Province of submitter from their account profile |
[SubmitterRegion] | Region of submitter from their account profile |
[SubmitterZipCode] | Zip code of submitter from their account profile |
[SubmitterCountry] | Country of submitter from their account profile |
[SubmissionOrganizationLegalName] | Submitting organization's legal name |
[SubmissionOrganizationDbaName] | Submitting organization's DBA name |
[SubmissionOrganizationAddressLine1] | Submitting organization's first line of address |
[SubmissionOrganizationAddressLine2] | Submitting organization's second line of address |
[SubmissionOrganizationCity] | Submitting organization's city |
[SubmissionOrganizationStateProvince] | Submitting organization's state/province |
[SubmissionOrganizationZip] | Submitting organization's zip code |
[SubmissionOrganizationCountry] | Submitting organization's country |
[SubmissionOrganizationGovernmentEntityId] | Submitting organization's government ID number |
[ProjectName] | Name of the project |
[ProjectStartDate] | Project start date from the project's settings |
[ProjectExpireDate] | Project end date from the project's settings |
[SubmissionStatus] | Status of submission |
[SubmissionGuid] | Globally unique identifier from submission |
[StaffFirstName] | First name of the currently logged-in team member initiating the message |
[StaffLastName] | Last name of the currently logged-in team member initiating the message |
[OrganizationName] | Organization name from account public profile |
[OrganizationWebSite] | Website URL from account public profile |
[DetailsLink] | Direct link to the current submission in the submitter's account |
[LoginLink] | Direct link to the login page |
[ID] | Unique identifier of submission |
[AwardAmount] | Amount of submitter's most recently awarded Funds transaction |
To add the Docusign Integration feature to your account, please contact an account manager.