Introduction

E-signature solutions like DocuSign make it easy to prepare, send, and sign documents online. Instead of relying on paper and pen, you can complete agreements securely from any device, with a full digital record of every step. This guide will walk you through the basics of using DocuSign so you can streamline your workflow and keep progressions moving smoothly.

Summary

• Integrate with DocuSign
• Ways to Start a DocuSign
• Send Documents with DocuSign
• View or Manage Your Progress in LoftyWorks

Integrate with DocuSign

To get started, you must integrate your existing DocuSign account with your LoftyWorks account.

Important things to note:

• Each LoftyWorks user will need to connect their own DocuSign account.
• Each DocuSign account can only be connected to one (1) LoftyWorks account.
  • This means that if a team utilises the same DocuSign login credentials, only one member of the team can integrate DocuSign.
  • If another team member integrates the same DocuSign account, using the same login credentials, the original DocuSign integration will be disconnected.
    • If your DocuSign integration becomes disconnected, you will lose the progress display in LoftyWorks, but your Documents will still exist in DocuSign.
  • For a DocuSign process created for a specific contact, only the user who created it can view it, and other users who have access to the contact cannot view the DocuSign process. 
  • DocuSign supports the following document types:
    • DOCUMENT: .doc, .docm,.docx, .dot, .dotm, .dotx, .htm, .html, .msg, .pdf, .rtf, txt, .wpd, .xhtml, .xps.
    • IMAGE: bmp, .gif, .heic, jpg, jpeg, png, tif, tiff
    • PRESENTATION: pot,potx,.pps,.ppt,.pptm,.pptx
    • SPREADSHEET: .csv, .xls, .xlsm, .xlsx 

There are two (2) ways to connect your Docusign account:

Entrance 1: My User Settings → Integrations

Entrance 2: On the Progression/Application Detail Page

Ways to Start a DocuSign

There are multiple places where you can start a DocuSign send. 

Progression/Application Detail Page→「...」icon

Progression/Application Detail Page→ Document Tab

You can either start a DocuSign with the current document you have open or upload a new document for signing. 

Contact Detail Page→ [...] icon

Contact Detail Page→ Documents Tab

You can start a DocuSign with an existing document or upload a new one directly to DocuSign. 

Send Documents to Docusign

Step 1: Add Document(s) to the envelope

You can add multiple documents to the envelope. They will form a pdf, which you can edit in DocuSign and add signature information.

Step 2: Select your Recipients

If you are starting in a Progression, the Owner, Buyer, Vendor and Negotiator(if available) will be listed as suggestions. You can also use the search bar to add any contacts, team member...

If the person is not listed or does not exist in LoftyWorks, you can add them to the DocuSign. 

Step 3: Add Message

The final step that takes place in LoftyWorks is adding a message to your DocuSign. Once you have completed these setup steps, you will be taken into DocuSign to set up the signature fields on the document. 

Step 4: Edit in Docusign

After you have added your recipients and clicked Confirm, the process will automatically continue in Docusign where you can add in your signature fields and send. If you need to edit the document in the future, it will have to be done in DocuSign. 

View or Manage Your Progress in LoftyWorks

After you send a DocuSign document, you can view the status of the document in the Progression / Application or contact detail page (wherever you started). 

• If you started the DocuSign in a Progression / Application, it will not be visible on the contact's profile. If you started the DocuSign on the contact's profile, it will not be visible on the Progression / Application. They are independent.

Notifications

This integration also adds notifications and timeline records, so you will be notified via push notification when action is taken.

Notifications: