FAQs in this section
What are Esign Documents?
Why should I use Esign Documents?
What are the benefits of using 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?
What must be the maximum size of the file that I can upload?
What must be the format of the file that I upload?
How can I create an Esign Document from other modules?
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 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 are electronically signed documents using DocuSign considered genuine?
What languages are supported by DocuSign for signing?
What languages are supported by DocuSign?
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 add another signee?
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 the connection between DocuSign and Esign Documents?
Where will the signee receive the document?
Can I send an Esign Document twice for signature?
How do I send a draft E-Signature document for signature?
How many files can I upload to obtain signatures?
What is DocuSign?
What are the benefits of using DocuSign?
How do I create a DocuSign account?
How do I configure my DocuSign account with Vtiger CRM?
How do I send a document for e-signature in Vtiger using DocuSign?
How do I add multiple signatories to an Esign Document in Vtiger CRM?

What are the standard documents that can be signed using DocuSign?

You can create any document that needs a signature or approval and share it with DocuSign.
Some standard documents that can be signed with DocuSign are:
  • NDAs
  • Sales contracts
  • Health care documents
  • Financial agreements
  • Waivers
  • Permission slips
  • Lease agreements
To know more about DocuSign integration, click here.
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