How-To Use Embedded Tagging in DocuSign for Salesforce

Did you know you can collect electronic signatures and data without ever leaving Salesforce? With DocuSign for Salesforce, this week's AppExchange App of the Week, you can track your documents and get real-time status and dashboards. When your deals are signed, they're automatically updated in Salesforce!

DocuSign For Salesforce Benefits

• Send any document for e-Signature from Salesforce
• Send from any Salesforce tab
• Track contracts sent
• Get real-time status
• Real-time dashboards
• Collect data in documents
• Update Salesforce records AUTOMATICALLY

It's as easy as sending a Salesforce email! This video will show you how to send a document for signature with DocuSign for Salesforce using the embedded tagging feature.

Sending Using Embedded Tagging

1. Simply click the “Send with DocuSign” button
2. Tailor the email message and message to your recipients
3. Click “Add Recipients” button to add a signer
4. Find a lead, contact or user
5. Click the “Select” button
6. Set the routing order, type, role, access code and add a personal note if you so choose.
7. Add documents from the Documents tab from Attachments or upload a document
8. Add reminders for your recipients to sign.
9. Add an expiration for your offer
10. Click “Tag” to add tags to your offer, using the Embedded Tagger.

The embedded tagger allows you to add tags to your documents, just as you would when you're in DocuSign. Your contact is automatically put into the recipients column in the tagger.

To Add Tags, simply click a tag and drag it to your desired location. You're able to add pre-set tabs, SecureFields tabs, and save custom tabs with more functionality within the embedded tagger.

When you're finished tagging, select the “Send” button. You're then able to review the information about your documents, upload new documents, and edit your subject and message. When completed, click Next. Once the document is sent, you'll see the confirmation in Salesforce. Now, we'll see how your recipient will see and sign your document.

Signing a Document Sent via DocuSign for Salesforce

1. Your recipient receives and email with your subject and message, requesting your e-Signature.
2. He or she clicks review to begin signing.
3. Agree to conduct business electronically and create an electronic signature to begin
4. Select “Start” to start the signing process - you'll be guided to the next location to sign.

When all your signatures and data have been placed, you can either stay and review or complete signing. To acknowledge your signature on the document and return it to the sender, click the complete signing button. Signers may download their document or create an account.

Use Salesforce to track status of your documents. View status of your documents for electronic signature in the DocuSign status list in your Opportunities record. Dashboards provide information on how many deals are going out, who is sending them and how quickly they get signed, helping you manage dealflow.