---
title: DocuSign
description: Integrate Josef with DocuSign to automate document signing, reduce manual errors, and streamline your workflow. Save time and enhance efficiency!
---

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# DocuSign

### Josef's [DocuSign](https://www.docusign.com/) integration allows builders to automatically send generated [documents](https://help.joseflegal.com/creating-a-document-in-the-word-editor?hsLang=en) to DocuSign for signing. This way, builders can cut out the manual process of uploading documents to DocuSign after they’re generated on Josef.

With Josef & DocuSign, you can save valuable time while also reducing the chances of human error.

Here's how to set it up and an overview of what's possible.

1. [**What you'll need**](https://help.joseflegal.com/docusign#what-youll-need)
2. [**Connect to DocuSign**](https://help.joseflegal.com/docusign#connect-to-docusign)
3. [**Send documents to DocuSign**](https://help.joseflegal.com/docusign#send-documents-to-docusign) 
     - [Draft envelopes](https://help.joseflegal.com/docusign#draft-envelopes)
     - [Add envelope recipients](https://help.joseflegal.com/docusign#add-envelope-recipients)
     - [Recipient source](https://help.joseflegal.com/docusign#recipient-source)
     - [Recipient type](https://help.joseflegal.com/docusign#receipient-type)
     - [Select signing order](https://help.joseflegal.com/docusign#select-signing-order)
     - [Delete](https://help.joseflegal.com/docusign#delete-a-recipient)[a recipient](https://help.joseflegal.com/docusign#delete-a-recipient)
     - [Add envelope recipients](https://help.joseflegal.com/docusign#add-envelope-recipients)
4. [**Add DocuSign tags**](https://help.joseflegal.com/docusign#add-docusign-tags)
5. [**Send documents without review**](https://help.joseflegal.com/docusign#send-document-without-reviews)
6. [**Get help**](https://help.joseflegal.com/docusign#get-help)

### **What you'll need**

1. A Josef account
2. [Live](https://help.joseflegal.com/launching-and-updating-your-live-bot?hsLang=en) bot(s)
3. A [DocuSign](https://account.docusign.com/) account
4. Access to our DocuSign integration

You may already have access to the DocuSign integration as part of your Josef licence. If you're unsure, contact a Josef admin in your organisation.

Alternatively, contact us at [support@joseflegal.com](mailto:support@joseflegal.cok). 

### **Connect to DocuSign**

A DocuSign connection is what we use to send data to and from your DocuSign account. To create the connection, you first need to activate it for your account. Here's how. 

1. Log in to the [Josef Dashboard.](https://dashboard.joseflegal.com/#/auth/login)
2. Navigate to My Account \> Integrations \> DocuSign.
3. Click **Connect**.
4. Follow the prompts to activate the connection.

![5966578057615](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966578057615.png?width=462&height=163&name=5966578057615.png)

\[**Image**: activated DocuSign connection in Dashboard \> My account \> Integrations\]

 

To disconnect, navigate to My Account \> Integrations \> DocuSign \> **Disconnect**. Follow the prompts to revoke account access. 

**Note:** Your account's DocuSign connection will be automatically deactivated (meaning you will no longer be able to use the integration) if both of the following occur: 

1. All of the bots using the integration have no completed (aka submitted) interactions for 30 days or more.
2. The bot owner does not log into the Josef Dashboard for 30 days or more.

### **Send documents to DocuSign**

Once you've connected your DocuSign account, you can start using the integration with any of your live bots. 

Here's how to nominate which documents you'd like to pass on to DocuSign. 

1. Open a bot via the [Josef **Dashboard**](https://dashboard.joseflegal.com/#/auth/login).
2. In either List view or Flowchart, locate the [internal or external document message](https://help.joseflegal.com/message-types?hsLang=en) containing the document you'd like to send to DocuSign.
3. Open the document message and click **Edit document** to open the Word editor.
4. In the Word editor, click **Settings** in the top right.
5. Under DocuSign integration, switch the **Send document to DocuSign** toggle on.
6. Repeat this process for any documents you'd like to send to DocuSign.

 

![7735583782287](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/7735583782287.gif?width=403&height=117&name=7735583782287.gif)

\[**Image**: Builder enabling **Send document to DocuSign** in the Word editor\]

#### **Draft envelopes**

Once this is done, draft envelopes can then be sent to DocuSign each time an end-user **completes** or, for bots in Form view, **submits** **an interaction** with a connected bot.

Draft envelopes can contain one or more documents depending on how many are selected to upload to DocuSign within each bot. 

In [DocuSign](https://account.docusign.com/), draft envelopes are located in Manage \> Drafts. Here you can finalise the draft(s) to then send out for signing. 

**Tip:** In Josef, create a [Notification](https://help.joseflegal.com/send-notification-emails?hsLang=en) to remind you to finalise your DocuSign envelopes each time they are generated. ![5966531478287](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966531478287.png?width=688&height=300&name=5966531478287.png)

\[**Image**: Drafts tab in DocuSign featuring documents generated by Josef\]

#### **Add envelope recipients**

In Josef, builders can automate the sending of DocuSign envelopes. This means you can choose who an envelope is sent to and how. 

Here's a walkthrough of the configurable fields and how to use them. 

First, open the DocuSign sidebar and the Recipients tab. Click Add recipient. This will open a dropdown that'll look somewhat similar to the [Rules](https://help.joseflegal.com/creating-a-document-in-the-word-editor?hsLang=en) tab. This is where you'll input or collect recipient details. 

Under Recipient 1, you'll see the fields: 

1. Recipient source
2. Recipient type
3. Full name
4. Email

The setup of each is up to you! Here's how they all work. 

![5966579832207](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966579832207.png?width=364&height=398&name=5966579832207.png)

\[**Image**: configurable recipient fields in the Word editor \> DocuSign \> Recipients\]

#### **Recipient source**

This field determines how the recipient details are collected. 

To determine the source, click the Recipient source dropdown. Choose from 

1. Collected from bot interaction
2. Selected from DocuSign contacts
3. Entered manually

#### **Recipient type**

This refers to the action you'd like the recipient to take upon receiving the document. Choose from

1. Needs to sign
2. Recieves a copy
3. Specify recipients
4. Allow to edit

 

Here's how to add recipient details according to each **Recipient source** type. In other words, where you'd like the bot to draw the recipient's information from.  

 

**Recipient source: Collected from bot interaction**

First,

1. Select Collected from bot interaction from the **Recipient source** dropdown.
2. Select the appropriate action from the **Recipient type** dropdown.

Next, 

1. Open the **Full name** dropdown menu below Recipient type.
2. Select the appropriate Full name bot message that collects the recipient's name.
3. Select the appropriate Email bot message collecting the recipient's email via the **Email** dropdown.
4. Click **Add recipient** to confirm. Done!

 

**Recipient source: Selected from DocuSign contacts**

First,

1. Select Selected from DocuSign contacts from the **Recipient source** dropdown.
2. Select the appropriate action from the **Recipient type** dropdown.

Next, 

1. Select the contact from your DocuSign Address Book via the **Contact** dropdown.
2. Click **Add recipient** to confirm. Done!

 

**Recipient source: Entered manually**

First,

1. Select Entered manually from the **Recipient source** dropdown.
2. Select the appropriate action from the **Recipient type** dropdown.

Next, 

1. Manually input the recipient's full name in the **Full name** text field.
2. Manually input the recipient's email in the **Email** field.
3. Click **Add recipient** to confirm. Done!

 

Repeat the necessary steps for each recipient. 

#### **Select signing order**

Once you've inputted all the recipients' details, you can determine the order in which they need to sign. 

Here's how.

1. At the top of **Recipients** tab, select **Signing order**. Once clicked, the signing order will appear next to each consecutive Recipient (e.g. Recipient 1 | Sign Order 1).
2. To determine the order of a specific message, open the Recipient dropdown to view all the fields. A new field will appear at the bottom named Signing order.
3. Click to open the Signing order dropdown and select the appropriate signing order number (e.g. 1, 2, 3, etc.)
4. Repeat steps 2 and 3 for each recipient.
5. Done!

![5966580557199](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966580557199.png?width=338&height=82&name=5966580557199.png)

\[**Image**: Signing order dropdown in Word editor \> DocuSign \> Recipients\]

#### **Delete a recipient**

To delete a recipient, open the **Recipients** tab and click the appropriate trash can icon located to the right of the **Recipient name** field. 

Be careful! Once clicked, this cannot be undone.

![5966584112527](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966584112527.png?width=340&height=264&name=5966584112527.png)

\[**Image**: two recipients with Signing order applied. The trash can icon featured to the right in Word editor \> DocuSign \> Recipients\]

### **Add DocuSign tags**

In the **Tags** tab, builders can determine what prompts recipients receive upon opening an enclosed document. We call these prompts tags and they appear within documents as lime-green tabs. They include: 

- Sign Here
- Initial Here
- Date Signed
- Full name

Here's how to use them. 

1. Open the DocuSign sidebar, then **Tags** tab.
2. Select the appropriate recipient from the DocuSign recipient dropdown menu.
3. Select the relevant **Tab** type.
4. Click **Insert tag**.
5. Done! The tag will be inserted inline within your document.

![5966632881679](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966632881679.png?width=344&height=283&name=5966632881679.png)

\[**Image**: Tags dropdowns in Word editor \> DocuSign \> Tags\]

![5966633768079](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966633768079.png?width=196&height=193&name=5966633768079.png)

\[**Image**: DocuSign tags featured inline in the Word editor\]

### **Send documents without review**

Once you have determined all your recipients and added the relevant tags via the Recipients and Tags tabs, you can opt to send envelopes directly to recipients without review. 

This means no action is required within DocuSign itself and the generated Josef document is sent straight to the recipient(s).

To enable this

1. In the DocuSign sidebar, click to open the **Envelope** tab.
2. Select Send envelope directly to Recipients. Done!

![5966634287375](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/5966634287375.png?width=378&height=150&name=5966634287375.png)

\[**Image**: Send envelope directly to Recipient checked in Word editor \> DocuSign \> Envelope\]

**Note**: Once generated and sent via your bot, you'll find these documents in your Sent folder in DocuSign.

### **Get help**

Got a question? Please get in touch via [support@joseflegal.com](mailto:support@joseflegal.com).

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