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 are the standard documents that can be signed using DocuSign?
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 send a document for e-signature in Vtiger using DocuSign?
How do I add multiple signatories to an Esign Document in Vtiger CRM?

How do I configure my DocuSign account with Vtiger CRM?

Once your DocuSign account is ready, configure it in the Esign Documents module in Vtiger CRM.
Follow these steps to configure DocuSign with Vtiger Esign Documents:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Click Collaboration > Esign Documents. The Esign Documents module.
  5. Click Settings. 
  6. Click Configure Service. The Select Service Window opens.
  7. Select DocuSign. The Add Configuration Details pop-up opens.
  8. Enter or select the following information to configure DocuSign with Vtiger Esign:
    1. Mail Address: Enter the email ID used to log in to your DocuSign account. 
    2. Password: Enter your DocuSign account password. 
    3. Email Subject: Specify the default subject line for emails sent through DocuSign.
  9. Click the Authenticate button to connect your DocuSign account with Vtiger CRM.
With this, you have successfully configured DocuSign with the Esign Documents module.
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