OnBoard's Docusign integration allows you to create and manage Docusign envelopes directly within the platform. View, track, and access envelope statuses without leaving OnBoard.

Activate Docusign Account

For an Admin or Creator to create Docusign documents for eSignatures, they will first need to activate their Docusign Account.

Activate Docusign Account from Profile Settings

Account Activation

To activate the Docusign account from profile settings, select your name or image on the bottom left corner of the screen, and select Profile. 

Select the Settings tab at the top of the screen, scroll down to Docusign Integration, and select Activate Account.

Enter your email address and select Next. You'll be prompted to check your email to continue the account activation process. 

Navigate to your email and locate the Account Activation email from Docusign.  Select the ACTIVATE button to create or connect your account.

After selecting ACTIVATE, you’ll be redirected to Docusign in your web browser.

• If you don’t have a Docusign account, click Create Account and follow the prompts to set up your password.

• If you already have a Docusign account, enter your existing password to log in.

Follow the on-screen instructions to complete the setup.

After creating or connecting your account you'll land on the Docusign welcome page. Navigate back to OnBoard in your web browser.

Grant Consent

After activating or connecting your Docusign Account to OnBoard, you'll need to Grant OnBoard consent to access your Docusign account. 

Select Grant Consent and then Allow Access on the following screen to grant consent.

After granting consent, you can navigate back to your Profile Settings to confirm the process is complete. 

Activate Docusign Account from New Docusign

If you haven't activated your Docusign account, when creating a new Docusign you'll be prompted to activate your account. 

In the Docusign Integration panel, select Activate Account and follow the steps above to activate your account.

Creating Docusign eSignature

Create New Docusign

To create a new Docusign eSignature, select Actions from the navigation panel. 

Select Create New.

Select eSignature, then Create eSignature, then DocuSign eSignature, and Create eSignature.

Docusign Details

Create a Title for your Docusign, add an optional Description, and select Save Changes.

Documents & Recipients

Select Documents & Recipients to start adding documents to the envelope and add Recipients. 

Add documents by dragging and dropping documents to the Drop files here box, or select Add Documents to select documents from your computer or OnBoard Resources.

PDFs, Word documents, Excel documents, and PowerPoint documents can be added.

Select Add Recipients to select the Recipients who will be receiving the document. 

Select Save Changes when done.

Note: After selecting Create Envelope and entering the DocuSign embedded experience, you can no longer add documents from OnBoard or manage Recipients within OnBoard. However, you can still manage documents and Recipients directly in the DocuSign envelope, and it’s not necessary to add them in OnBoard beforehand.

Creating and Managing Envelopes

To create the Envelope for signing, select Create Envelope.

Add Documents

Documents added in OnBoard will appear at the top of the screen.  Select Upload or drag and drop files to add additional documents for signing. 

Select the three-dotted menu on a document to manage the document. 

Add and Manage Recipients

Recipients added in OnBoard will appear under Add recipients. Add additional recipients with the Add Recipient button. Name and email are required fields.

Note: The Recipients do not need to be members of your OnBoard organization.

Select the Needs to Sign dropdown to select the Recipient Type. Select from:

• Needs to Sign: Recipients must complete the required fields assigned to them, such as signature, initial, and date.
• Receives a Copy: Recipients receive a copy with no further action required. For more information, check out the guide to CC a Recipient on an Envelope.

Select the Customize dropdown to:

• Add access code: Enter a code that only you and this Recipient know.
• Add a private message: Include a personal note with this Recipient.

Select the Trash Can Icon to remove the Recipient.

Select the Set signing order checkbox to set the signing order for the document. 

Select View to view the preview of the signing order. 

Add Message

Customize the subject line of the Docusign email message and create a custom email message with up to 10,000 characters. 

To add a custom email with different language for each recipient, select the Custom email and language for each recipient checkbox.

Note: When viewing an envelope in the Docusign portal, its title will appear as the subject line of the email message.

By default, auto reminders are disabled. Auto reminders can be enabled within Advanced Options.

When enabled, update how often email reminders will be sent to Recipients under the Frequency of reminders dropdown.

Add Fields

After managing the documents and Recipients, select the Next button to add fields to the document.

Use the Recipient Dropdown to switch between Recipients.

Select from the list of Standard Fields and apply them to the document. 

After applying a field to the document, use the formatting panel on the right to format the field. Use the Recipient dropdown to change which Recipient the field applies to. For more information on how to adjust and format fields, reference the Field Types Article. 

Preview

To preview the document prior to sending, select the PREVIEW button. 

Use the Viewing as dropdown to change between views of different Recipients. 

Switch between device views with the icons at the top of the screen.

Select Start to walk through the process as the Recipient. 

Advanced Options

Select ADVANCED OPTIONS to manage advanced options for the document.

Recipient Privileges

Select or deselect the checkboxes to grant recipient options for how they sign:

Recipients can sign on paper: When selected, Recipients are allowed to choose to sign on paper instead of signing electronically. This setting controls the initial setting for templates and for envelopes that are not created from templates. If an envelope is created from a template, the template’s Allow recipients to sign on paper setting is used for the envelope. This account setting does not control envelopes created through the eSignature API.

Recipients can change signing responsibility or assign a delegate: When selected, the signer can change the signing responsibility to another person or have the envelope signed by a delegate.

Reminders

Enable or disable automatic reminders with the Turn on auto reminders toggle. If enabled, reminders can be managed in the Add Message section of the document.

Expiration

Expiration lets you specify the number of days Recipients have to sign the document before it expires and when alerts are sent prior to expiration. 

Type in a Custom number of days for expiration or alerts or select a pre-set number of days from the dropdown menus. 

Mobile-Friendly

Keep Allow recipients to view document more easily on mobile devices checked to ensure the documents are easily viewed on mobile devices.

Sending

When all Recipients and fields have been added, select Send or Send Now to send the Docusign email to the Recipients. 

If a signing order was set, only the first Recipient(s) will receive the email. Additional Recipients will receive the Docusign email after the previous Recipients have completed all fields. 

Correcting and Voiding Envelopes

Correcting an Envelope

To correct an envelope, when viewing a Docusign in OnBoard, select Manage Envelope, and then select Correct Envelope from the dropdown. 

From there you can add, remove, and edit documents, update fields, manage settings, and resend the Docusign.

After making changes, select the Correct button on the document field input page. 

If you want to discard your changes, or if no changes were made, select DISCARD CHANGES at the top of the documents, recipients, and add message page or in the Actions menu on the field input page. 

IMPORTANT NOTE: When correcting an envelope, the Sender must select either Correct or Discard Changes to finalize the update. If neither option is selected, the envelope will remain in "Correcting" status, and Recipients will be unable to sign.

Void Envelope

To void an envelope select Manage Envelope, and then select Void Envelope from the dropdown.

You'll be required to enter a reason for voiding the envelope. After entering your reason, select Void Envelope to confirm.

The Docusign Status in OnBoard will change from Sent to Voided in OnBoard, and the envelope will no longer be available for signing. 

The Docusign will be moved to Closed in the OnBoard Action list. 

Signing

Signing from Email

After the Docusign document is sent, Recipients will receive an email from Docusign that will include the name of the sender. 

Select Review Document to sign. 

Recipients must consent to use electronic records as signatures and select Continue to sign.

Other options allow Recipients to:

• Finish Later
• Assign to Someone Else (if delegation is allowed)
• Decline to Sign
• Print & Sign (if signing on paper is allowed)

Recipients can review the document and manually locate fields or select Start to navigate to the first field. 

After completing all fields, select Finish to complete. 

Viewing Envelopes in OnBoard

Docusign envelopes awaiting your response will appear in the Awaiting Response panel on the Homepage. Select a Docusign to view it. 

Docusigns awaiting your response will also appear in the Actions list. Filter Actions and select Docusign eSignatures. Docusign envelopes awaiting your signature will appear under Awaiting Your Response.

When viewing a Docusign Envelope, you can select Resend Email to resend the Docusign email with a link to sign the document.

Select Sign in to Docusign to log into Docusign directly and view and sign the document.

Viewing and Downloading Completed Documents

Once a document has been signed by all Signers, it can be downloaded by with the Download Documents button.

Completed envelopes can also be saved directly to a Resource folder. Select Export To Resources, select a destination folder, and select Select Destination to save the completed documents to a Resource folder.

When an envelope is completed, Docusign Senders will receive an email from Docusign. Select VIEW COMPLETED DOCUMENT to view the completed document.

If you're not currently signed in, use the Docusign email address and password for the Docusign account linked within OnBoard.

View the document and use the download and print icons to export the signed document.

Docusign Statuses

Senders can see the status of the Docusign Envelope and Recipients in OnBoard. Review the different statuses below.

Envelope Statuses

In OnBoard, the Envelope Status will display the current progress for the envelope. The different statuses are:

• Completed: The envelope has been completed by all the recipients.

• Created: The envelope is in a draft state and has not been sent for signing.

• Declined: The envelope has been declined for signing by one of the recipients.

• Deleted: The envelope has been manually deleted by the Sender on the Docusign website.

• Delivered: All recipients have viewed the document(s) in an envelope through the Docusign signing website. This does not indicate an email delivery of the documents in an envelope.

• Sent: An email notification with a link to the envelope has been sent to at least one recipient. The envelope remains in this state until all recipients have viewed it at a minimum.

• Signed: The envelope has been signed by all the recipients. This is a temporary state during processing, after which the envelope is automatically moved to completed status.

• Voided: The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.

Recipient Statuses

Docusign Senders can track the status of the Docusign for each Signer in OnBoard. The statuses are:

• Autoresponded: The recipient's email system auto-responded to the email from Docusign. This status is used in the Docusign web app (also known as the Docusign console) to inform senders about the auto-responded email.

• Completed: The recipient has completed their actions (signing or other required actions if not a signer) for an envelope.

• Declined: The recipient declined to sign the document(s) in the envelope.

• Delivered: The recipient has viewed the document(s) through the Docusign signing website. This does not indicate an email delivery of the documents in an envelope.

• Pending: The recipient's envelope has not been sent.

• Sent: The recipient has been sent an email notification that it is their turn to sign an envelope.

• Signed: The recipient has completed (performed all required interactions, such as signing or entering data) all required tags in an envelope. This is a temporary state during processing, after which the recipient status is automatically updated to completed.

Resending Envelopes

If Auto Reminders have been set, then reminder emails will be sent to Recipients on the specified dates.

However, if it's necessary to immediately resend the envelope email, Senders can manage this in the Docusign portal. 

Navigate to https://account.docusign.com and enter your login credentials.

If your email was associated with a Docusign account prior to activating your Docusign account in OnBoard, it may be necessary to switch to the OnBoard Docusign account by selecting your initials or image on the top right of the screen and then selecting Switch Account. 

When viewing your OnBoard Docusign portal, locate envelope and select Resend to resend the envelope. This will resend the envelope with your initial messaging. 

Note: The name of the envelope will be the subject of the email message created within OnBoard.

OnBoard Action List Statuses

Draft

Envelopes will appear as Drafts in the OnBoard Action List prior to being sent to Recipients.

Docusign eSignatures in Draft status can be deleted by selecting the three-dotted menu and selecting Delete. Only Docusign eSignatures in Draft status can be deleted. 

Open 

Envelopes will appear as Open in the OnBoard Action List after they have been sent to Recipients and prior to all Recipients completing all fields within the envelope.

Closed

Envelopes will appear as Closed on the OnBoard Action List after any of the following:

• All Recipients completed all fields within the envelope.
• The Envelope was voided by the Sender.
• The Envelope was manually deleted by the Sender within the Docusign portal.

Safari Docusign Experience

Safari’s default settings block cross-site tracking and pop-ups, which can affect how DocuSign works in OnBoard. As a result, when you create or manage envelopes in Safari, DocuSign will open in a new browser tab.

Allowing DocuSign Pop-Ups in Safari

When you select Create Envelope or Manage Envelope in Safari, you may see a blocked pop-up notification. To continue:

Click the pop-up blocker icon in Safari’s address bar, and this will open DocuSign in a new tab.

Always Allowing Pop-Ups from OnBoard

To avoid repeating this step every time:

1. From the Safari menu bar, select Safari > Settings (or Preferences).

2. Go to the Websites tab.

3. In the left-hand menu, select Pop-up Windows.

4. Find app.onboardmeetings.com in the list.

5. Change the setting to Allow.

This ensures DocuSign pop-ups will always open properly when using OnBoard in Safari.

FAQs

Q: Does the email used to create my OnBoard Docusign account need to match my OnBoard ID email?

• A: No. Your OnBoard Docusign account can be created with a different email address than the one used for your OnBoard ID.

Q: Can I use the same email address to link Docusign to multiple OnBoard organizations?

• A: Yes. If you activate Docusign with the same email address in more than one OnBoard organization, Docusign will create a separate account for that email address within the Docusign portal. 

Q: Can downloads of completed documents be disabled for Recipients?

• A: No. Under the ESIGN and UETA Acts, electronic signature records must be retainable and reproducible for reference. All parties are entitled to a copy of the signed contract.

Q: Can an envelope be reassigned to another Sender (Admin or Creator) within an OnBoard organization?

• A: Yes, but only in certain circumstances. To request a reassignment, submit a support ticket. Each request will be reviewed on a case-by-case basis.

Plan Information

Docusign is available as an add-on to any plan. To add Docusign for your organization contact your Account Manager today.