Satuit can integrate with DocuSign utilizing your existing DocuSign account to streamline the process of publishing documents to the SatuitSIP® Investor Portal and request e-signatures. SatuitSIP® Investor Portal users will receive a pop-up notification for documents awaiting signature until the document is signed. Once signed, users will receive the returned e-signed document.
Setting Up the DocuSign Integration
Before beginning this process, you will need to contact DocuSign to create an account. As part of the conversation with your Account Executive at DocuSign, ensure that your account has the ‘In Session’ feature enabled as this is not enabled by default standard practice for most DocuSign integrations.
Enable DocuSign in Satuit
- Navigate to the E-Signature Settings (SatuitCRA > Portal > Portal Admin > Document Settings > E-signature Settings)
- Check “Enable DocuSign for E-signature.”
- Choose “Generate” to generate your DocuSign Connect Username and Password.
- Choose “Show” to show the Password generated.
- Note: This Username and Password will be needed when Configuring DocuSign Connect
Configuring DocuSign Connect
- Log into your DocuSign account
- In the upper right corner click the silhouetted portrait and click Go to Admin
- Under the Integrations on the left side, click on Connect
- In the “Connect” menu option, click “Add Configuration.”
- This will open a dropdown box. Select the “Custom” Option.
Once you have the Custom Configuration open you will need to complete the following steps:
- Set Status to Active Connection
- Set the Name for the Satuit DocuSign integration (Whatever you desire)
- Set the URL to Publish field to https://www2.satuitcrm.com/DocuSign/api/docusignconnect/V2
- Check Enable Log
- Check Require Acknowledgement
In the Event Settings Section, please select the following:
- Set Data Format to REST v2.1
- Set Event Message Delivery Mode to Aggregate
- In the Trigger Events - Envelope and Recipients section, please select the following:
- Check Envelope Signed/Completed
- Envelope Declined
- Envelope Voided
- Check Recipient Signed/Completed
- Check Recipient Declined
Within the Envelop and Recipients section, navigate to the Include Data subsection and select the following:
- Check Custom Fields
- Check Document PDFs
- Check Attachments
- Check Recipients
- Verify any other checkboxes not previously mentioned are unchecked
Under Associated Users/Groups, verify “All Users” is selected
In the Integration and Security Settings section, please select the following:
- Check Include Basic Authentication Header
- Set User Name and Password to the values in the Satuit Portal E-signature Settings (SatuitCRA > Portal > Portal Admin > Document Settings > E-signature Settings)
After reviewing to ensure all information has been entered correctly, please select Add Configuration to save the Satuit DocuSign integration.
Next Steps:
- Once DocuSign Connect has been configured within your Admin account, please reach out to your Client Success Representative by creating a support ticket or emailing support@satuit.com to complete the Investor Portal Integration.