NetDocuments + DocuSign
eSignature Integration
Frequently Asked Questions
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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
dierent 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 certicate can be found within DocuSign as before. In the future, it may also be stored
within NetDocuments.
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DocuSign Questions
Q: How does DocuSign handle authentication?
A: When sending documents for signature from NetDocuments, you will need to login to
DocuSign. Your login token will then be saved for 30 days.
Q: Does this integration work for anything you can do in DocuSign? Can you do a
notarization and remote video interaction that can be recorded?
A: Yes, the document starts and ends in NetDocuments, but you can access DocuSign to work
with their additional functionality.
Q: If a DocuSign document does not start in NetDocuments, this integration won’t
automatically be able to bring it into NetDocuments, correct?
A: Yes, that is correct. Only documents where the signature process is started in NetDocuments
are returned automatically to NetDocuments.
How It Works Questions
Q: Can you send more than one document at a time?
A: You will be able to do this shortly. In the meantime, you may add additional documents within
DocuSign or SetBuilder can be used to package multiple documents into a single PDF le.
Q: Can I set a signing order?
A: Yes! You can set it on the NetDocuments screen or in DocuSign before sending.
Q: Does the signed document come back as a new document or a version 2 of the same
document?
A: For now, it is a new document. Most feedback we received was to upload the signed document
as a new document instead of a new version, but we are creating functionality to provide the
option of having the signed document come back as a new version.
Q: Where does the signed document show up?
A: The signed document is stored in the same NetDocuments folder as the original document,
and (Signed) is automatically appended to the Document Name.
Q: Do the originators and signers still receive the executed PDFs?
A: Yes, email notications that are sent out via DocuSign with the completed PDF will still be
available even when sent out through the NetDocuments integration.
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Q: Can we leverage attributes in NetDocuments to quickly identify the DocuSign status?
A: Yes, in the details panel of the document in NetDocuments, the signature status is tracked.
Q: If a document is received via another company’s DocuSign account, will the document
automatically link into NetDocuments or will the recipient have to download it?
A: Unless the document signature process originates from within NetDocuments, there is no
connection, so it will not be pulled into NetDocuments automatically. You can easily upload the
document into NetDocuments through the browser or by right-clicking on the downloaded
document from your computer.
Q: I don’t see the option to send a copy, just set who is a signator. Is that a feature that
will be added or do we have to get into DocuSign and go back to Edit recipients in order to
change those options?
A: NetDocuments provides the ability to add a recipient as a signer or to receive a copy of the
document. You can also edit this list within the DocuSign interface.
Signature Questions
Q: If sending out for multiple signatures, is the document merged to include all signatures?
How does this work in NetDocuments?
A: The DocuSign signature process creates a fully executed PDF. It is that document that is
returned to NetDocuments.
Q: How do you handle sending multiple documents together for signature.
A: We’re creating this feature now. In the meantime, you can bundle multiple documents together
using SetBuilder. In this case, the executed set is returned to NetDocuments like any other le.
Template Questions
Q: If we’ve created templates in DocuSign that have the subject/message already
populated, can we use those via the NetDocuments integration?
A: Yes, you can use any DocuSign templates you have already created with the integration.
Q: Can this be used with power forms? Such as NDAs that are sent across that are saved
as templates in DocuSign?
A: If the document does not originate in NetDocuments, then this integration cannot be used.
Files created as PDFs can still be uploaded to NetDocuments, but it simply won’t happen
automatically.
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Notication Questions
Q: How will notications work? Will it come from NetDocuments or DocuSign?
A: Notications will come from DocuSign just as they always have. In addition, you can see
the status of your signature workow using the document details panel in the NetDocuments
interface.
Status/Check Out/Locked Document Questions
Q: When you send out for signature, can colleagues see the status of the envelope in
NetDocuments if they don’t have a DocuSign account?
A: Yes, as long as they have access to the document list, they can track the status.
Q: Does the integration “check out” the document so no one else can alter it while it’s in
process?
A: While a forced check-out does not occur, NetDocuments “locks” the document from being sent
again through DocuSign. If you need to resend a document for signature, like for a date change,
you will need to void the signature workow and recreate it.