Eclipse eSign for Eclipse Aura

Intro

The below details will outline setting up, sending and checking Eclipse eSign document for digital signing. Customers will require this service to be activated and Ultimate Business System to configure the customers DocuSign account first.

The term "Envelope" is used in relation to create a new digital signing request or package. As part of a single Envelope, it can include multiple documents and multiple recipients such as purchaser, salesperson and witness. If documents need to be updated and/or resent for resigning, this will be in a new Envelope and charged in addition to the first Envelope sent.

Setup

UBS admin is required to configure the DocuSign account number in System Options. There will be tabs to "eSign Account" and "QA Environment" that need to be configured for the desired eSigning mode (ie. Production or Test envinroments).

From eSign Account tab, enter the customers DocuSign user ID.

Client ID is the DocuSign user ID which needs to be created from UBS' DocuSign portal (existing customer DocuSign accounts cannot be used). Please note - users need to be created separately for Production and Test environments as these will have different user IDs.

Make sure you check authorisation and save settings before moving on.

From the QA Environment tab, you can select eSign in Test Mode. Make sure the DocuSign user ID is entered for this environment and not the production environment (these are separate user IDs).

You can also opt to use the Ultimate Demo Account which will override the user ID to use Ultimate Business Systems' test user ID.

Sending

Once setup, you can find the new E-Signing features in the sales paperwork area. These will be two new tabs - one for sending new Envelopes, and one for checking the status/history of envelopes sent.

Enter details for each recipient will require a name and email addresses. You can optionally choose to also send via email and if you'd like to send in recipient order or all at once. If any paperwork requires to be pre-filled - such as extra conditions on sales paperwork that are not populate from data in Eclipse, these will be sent first before being sent to customers.  

Select the paperwork required to be sent on the right and enter an optional message if required which will replace the default message outlining the documents included. 

To change or view the role of each recipient, click the person icon.

Checking Status

After an Envelope has been created and sent, the status can be check for which stakeholders have signed, to download the signed documents, and/or void the envelope (charges will still apply). 

From the edit sale and paperwork window, click E-Signing History.

You can quickly see the status of the Envelope, though you can drill down to further details by clicking the three dots and hovering over recipients.