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DocuSign Integration for Variations and Certificates

Written by Denisa Arjoca
Updated over a month ago

Overview

DocuSign integration has been added to contract variations and contract billing certificates, allowing seamless electronic signature workflows directly from Coins ERP+.

Configuration

Configure Your Document

  1. Go to Document Reporting > BI Document Designer.

  2. Open your variation or certificate print template.

  3. Add the Sign with DocuSign option.

Configure DocuSign Settings

  1. Email Subject: Enter subject line (can use tokens).

  2. Branding: Add company logo.

  3. Edit Envelope: Option to edit before sending.

Configure Recipients

Available Role Types

  • Contract Manager: Automatically pulls from contract file.

  • Custom Roles: Use user-defined fields for other signers.

Using Tokens for Dynamic Recipients

  1. Click Add Token.

  2. Navigate through the token list (about 6 pages).

  3. Find the User Configurable Fields section.

  4. Select the appropriate field for email address.

Example: Use a user-configurable field on the contract file to specify Divisional Manager email address for approval workflow.

Hard-Coding Recipients

If a document always goes to the same person (e.g., a controller):

  • Add a custom field with their email address.

  • This will be used for all documents of that type.

Using DocuSign

  1. Complete your variation or certificate.

  2. Select Print.

  3. Select your DocuSign-enabled template.

  4. Coins ERP+ automatically:

    • Generates the PDF

    • Sends to DocuSign

    • Routes according to your defined workflow

  5. Track signature status through DocuSign.

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