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You asked and we’re answering! Based on our recent webinar the audience had some great
questions about the NetDocuments + DocuSign eSignature integration, which we’ve answered
below. Still have more questions? Email hello@netdocuments.com and we’d be happy to help.
Licenses and Access Questions
Q: How do (I/the company) license the integration between NetDocuments and DocuSign?
A: A DocuSign eSignature license is required, as well as the NetDocuments ORGANIZE solution,
to leverage the integration. When ready to implement the DocuSign integration, contact your
NetDocuments Account Manager to have it turned on in your NetDocuments environment. You
can then enable it within the other section of the NetDocuments Admin Console.
Q: Will anyone be able to send out DocuSign documents or just the users with a license?
A: Each user must login with their DocuSign credentials when sending documents for signature,
so you must have an active DocuSign license.
Q: Is the NetDocuments user’s account specically linked to their DocuSign account?
A: No, the user signs into DocuSign when sending the document for signature, so you may use
dierent accounts. NetDocuments will remember the account credentials for 30 days, so you
aren’t required to login each time a document is sent.
Self Help Questions
Q: Is there documentation on the integration for Admins and users to view?
A: Yes, documentation can be found on our support site here.
Integration Questions
Q: Is there an integration between approval or publishing workows and DocuSign?
A: After you start the signature process from NetDocuments, you will access all existing
DocuSign content and functionality in DocuSign. In Phase 2, DocuSign will be integrated within
NetDocuments’ DELIVER solution, which includes SetBuilder. This will provide greater exibility
when creating document sets for signature.
Q: When you mentioned that the certicate is not saved into NetDocuments via the
integration, where can a user nd it?
A: The certicate can be found within DocuSign as before. In the future, it may also be stored
within NetDocuments.