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The OnBase integration for DocuSign adds value to the signature cycle by automatically packaging documents and signer information, sending this information securely to DocuSign, and collecting the completed documents for storage, retention, and further processing in OnBase.

  • Automatically match uploaded documents with DocuSign Templates to utilize DocuSign features that enhance the business process.
  • Check the status of a document to determine where the document might reside in the signing process.
  • View an auditable history of the full journey of the document through pre-signing, upload and return to OnBase.
  • Automatically download signed documents and the DocuSign Certificate of Completion for archive and further processing in OnBase.

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Product Overview

Solution Summary

Case Study

Compatibility/ Version Information 

The OnBase Integration for DocuSign is supported on OnBase version 13 and higher

Contact 

For more information on the OnBase Integration for DocuSign eSignature, please visit the OnBase website. For technical support, please contact your first line technical support through your solution provider, or the OnBase technical support team at 440-788-5600, or email [email protected].

About the partner 

Hyland is a leader in providing software solutions for managing content, processes and cases for organizations across the globe. Since 1991 we have enabled more than 20,000 organizations to digitalize their workplaces and fundamentally transform their operations. Named one of Fortune’s 2019 Best Companies to Work For®, we are widely known as both a great company to work for and a great company to do business with. For more information, please visit OnBase.com.

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