Ensure the steps for setting up the DocuSign Integration and the Sign in Process have been completed before following the steps below.  

DocuSign Menu items in Thread  

The DocuSign menu items are only visible in the Documents page of the Matters. There are two menu areas - the first is the right click menu on any document, and the second is under the New Document menu at the top right of the Documents page. 

From Right Click Menu 

Right click on a document to view the DocuSign Menu. 
 

You will see a number of options available under the heading of DocuSign (Note if you do not see DocuSign here, please revert to the top of this article, re setting up DocuSign integration). 
 

1. New Signing - This will allow you to send this document to DocuSign to get it signed. Once you select this option you will be asked to choose the recipients you wish to send the document to (Recipients can only be contacts that are linked to the current matter). 

2. Signing Information - When you have submitted the document for signing, you can review the status of the signing by selecting this option. This will query DocuSign directly and obtain all relevant information about the status of the signing. 

At this point you are waiting for the recipient to sign the document – however, you will notice a new icon on Thread. 

The document now has a Signing status is On-Going icon beside it - this icon indicates that a Signing action is currently pending (waiting on recipients). 

If you see a green icon, it means a signing action has been completed.  

A red icon means a signing action has failed or there is a problem. 
 

You can right-click on the document, to select Signing Information. 

1. Who sent the document for signing. 

2. To whom they sent the document. 
3. The current status of the signing. 

Once the document is signed by the recipients, you will receive a notification in three areas. 

(1). In Thread, a pop-up will appear, telling you that the document has been signed successfully (this will appear no matter where in Thread you are at the time). You will then see it in Notifications. 

(2). When you open the matter, the document will be visible in the Documents tab - the documents are named "document name" + _Signed.pdf and the Src (source) column will show the DocuSign icon . 

(3). When you open the matter, the icon beside the original document has now turned Green indicating a successful signing.  

What if I make a mistake or there is an error? 

If you have sent a document for signing and there is an error e.g. incorrect email address or wrong person, you can delete the signing envelope and start again. 
 

1. Right-click on the document.  
 

2. Click the Signing Information option. 
 

3. At the bottom of the page, you will see a delete option - press Delete and this will clear the signing process from DocuSign and allow you to start again.  

Sending multiple documents for signature 

If you need to send multiple documents from a matter for signature at the same time, simply select all the required documents in the matter and click the DocuSign icon on the bottom toolbar.

 

Proceed with the same steps as above.  

Creating a New Template 

You can create a new DocuSign template using any document in the matter. Templates can then be used when sending documents for signatures, so you don't need to add DocuSign fields each time. Templates can be useful for documents which are always the same, such as Terms and Conditions. 

From Right Click Menu 

1. Right-click on the document.  

2. Select DocuSign. 
 

4. Select one or more documents in the matter and select DocuSign on the bottom toolbar. 

5. All selected documents will be listed in the Documents, field and you can add more from the matter if needed, by just typing the document name, next to the list of documents, and selecting it from the list. 

6. Type the Name of this template and choose Signers if relevant (you can select any Thread contact as a signer). 

You can also leave the Signers blank, which will give you a pop-up to confirm. 

7. Once ready, click Create and your template will open in DocuSign where you can further add signature fields to the template as needed. 

For more details on how to proceed with template fields in DocuSign, please contact your DocuSign support directly. 

From New Document Menu 

1. Select the +Document down arrow and select DocuSign from the drop-down menu. 

2.  Click on the DocuSign menu at the bottom (or hover over it). 

3. Choose New Template. 
 

4. In the Documents field, start typing the name of documents from the matter you wish to include in a template and select them. 

You can also leave the Signers blank, which will give you a pop-up to confirm. 
 

6. Once ready, click Create and your template will open in DocuSign where you can further add signature fields to the template as needed. 

New Signing from DocuSign Template 

You can send a signature request from a matter using a DocuSign template, without having this document in the matter yet. You will be able to select any template you currently have saved in DocuSign, and when you have received a signature, the signed document will automatically upload to this matter. 
 

1. On the New menu, choose DocuSign - New Signing from DocuSign Template. 

2. In the Template field, type to select the DocuSign template you wish to use. 

3. In the Signers field, type to select the Thread contacts you need to request signature from. 

4. Click Create, and your envelope will open in DocuSign where you can add any further details as needed and then Send document for signature.