FAQs in this section
What are Esign Documents? Why should I use Esign Documents? What are the benefits of using Esign Documents? What is the connection between DocuSign and Esign Documents? Is the Esign Documents module available in the Help Desk Starter edition? Why can't I find the Esign Documents module in my CRM? I have installed Esign Documents, but why can't I send the documents for signature? How can I configure DocuSign in Esign Documents? I have installed the Esign Documents extension. Can I send the document for signature? I want to remove my DocuSign credentials from the CRM. How can I do that? How can I create an Esign Document? How many signees can I add to one document? How can I delete a signee's name? What happens if there is more than one signee for a document? Can I create Esign documents from other modules? How many files can I upload to obtain signatures? What must be the maximum size of the file that I can upload? What must be the format of the file that I upload? Where will the signee receive the document? How can my signee sign the document? How will I know if the signee has signed the document or no? Can I get the PDF signed by the signee in the Esign Document record? The status on the Esign document says In-progress. What does that mean? Can I edit an Esign document that is sent for signature? Can I send an Esign Document twice for signature? Can I draft an Esign document? Can I tell the signee where to sign in the document? How can I see all the activities that happen on my Esign Document? Why does Vtiger support only DocuSign for Esign Documents? What can I see in One View of Esign Documents? How can I send notes explicitly to the signee in the Esign Document? Can I add the file to be signed from my computer? Is it possible to update the Quote or Invoice status when an esign document is signed? How can I send an email notification to the user when they sign a quote signed using Docusign? How can I send an email notification to the user when a Service Contract is signed from Docusign? How can I add another signee? How can I send a draft Esign Document for signature? What limitations do Esign Documents have that I should be aware of? How can I quickly send a PDF file from a module directly for signing? In which module is the quick send option available? Can I quickly send a PDF file for a signature directly from the module without creating an Esign document? What is DocuSign? How are electronically signed documents using DocuSign considered genuine? What are the benefits of using DocuSign? What are the standard documents that can be signed using DocuSign? What languages are supported by DocuSign for signing? What languages are supported by DocuSign? How do I create a DocuSign account? Should I pay to create a DocuSign account? What happens to my DocuSign account after the free trial ends? How does DocuSign integrate with Vtiger CRM? Can I sign a document in DocuSign when I am offline that is when I don't have an internet connection? Are the signatures in DocuSign safe? Can I set the order in which signees need to sign in DocuSign (if I have more than one signee)? Can I mention where the signee has to sign in a document? Can I send images for signature using DocuSign?
How can I create an Esign Document from other modules?
Table of Contents
You can create an Esign document from other modules using the Do button or from the Esign Documents widget in the Summary View.
Both these options provide a way to add an Esign document either by creating from scratch or by duplicating one of the recently created Esign documents.
We will explain the process using the Contacts module.
Note: The process remains the same for other modules in the CRM.
Follow these steps to add an Esign document from Contacts:
- Click the Main Menu.
- Go to the Essentials tab.
- Select the Contacts module.
- Open a contact record.
- From the Summary View, you can create an Esign document in two ways:
- Using the Do button
- Click the Do button on the top right of the screen.
- Click the Add or Create button.
- Click Esign Documents.
- Using the Esign Documents widget
- Click the Esign Documents widget in the right-side panel.
- Click the + icon.
- Regardless of what you choose in step 5, you must next choose one of these options:
- Select Esign Documents
- If you want to add an existing esign document, select this option.
- Hover over a record in the list of all existing esign documents to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click Add Selected button present below of the list.
- Create Esign Documents
- If you want to add a new esign document, select this option.
- Fill all the necessary details.
- Click Save and Send for Signature if you want to immediately send the document.
- Click Save as Draft if you want to send it later.
- Click Cancel if you want to cancel the process
This newly created esign document will be linked to the contact. It is visible in the Esign Documents widget in the Summary View of the contact record.To know more about Esign Documents, click here.
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