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DocuSign


Save time getting signatures by integrating DocuSign with Acquire. This integration allows your team to send documents for signature right from Acquire in just a few clicks. Access document and signature history, including signed copies, from the conversation timeline and contact profile. Your team can see if a document was viewed, download completed versions, and see which documents a contact was sent.

In this article:

  • Connecting DocuSign
  • Sending an Envelope
  • Downloading a Completed Document
  • Viewing Envelope History

Connecting DocuSign

Install the app by navigating to the App Store > eSignatures > DocuSign and click 'Install App'. In the pop up window, click the ‘Install’ button. On the following screen, review the app permissions and click ‘Authorize Access’.

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You’ll be redirected back to Acquire to complete set up.

In the app settings, enter your DocuSign sandbox or live app details:

  • Environment Type
  • App Name
  • Integration Key
  • Secret Key
  • Account Name (company name)
  • Date

In this window, Acquire provides a redirect URL which you’ll need to add to your DocuSign application. Copy the URL and then click ‘Save’.

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After saving the app settings, you’ll be redirected back to DocuSign. Log in using your DocuSign credentials to complete the integration.

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Your integration is successful when a green tick and the words 'Already Installed' appear next to the DocuSign app icon to Acquire.

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Sending an Envelope

Sending Envelopes during a live chat is easy. In the conversation window, click the DocuSign icon in the contact profile. Choose the file you want to send and click ‘Send Envelope’.

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This action will appear in the conversation timeline like this:

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The visitor will receive an email from DocuSign to review and sign the document. The email will be sent to the address in their Acquire contact profile.

Note: If you do not have the visitor’s email address, you will need to add it to their contact profile before using the DocuSign app.

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Downloading a Completed Document

In the Envelope record on the conversation timeline, you can view document activity and download a copy of the certificate. To download a copy, click ‘View Certificate’.

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Viewing Envelope History

On a contact profile, click on the DocuSign icon. This will display all of the envelopes a contact was sent in chronological order.

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