In this article
Objective
Simplify your clients’ experience by completing signing ceremonies and collecting e-signatures during a Coconut Connect meeting.
Steps
If using DocuSign™
If your organization is using DocuSign in combination with an SSO provider, follow the Join the call and login to DocuSign steps below. Otherwise, you can proceed to Access the envelope.
Join the call and login to DocuSign
If your organization uses SSO and you would like to access a DocuSign envelope during a Connect call:
Join the scheduled Connect call
Access DocuSign through your SSO provider
Return to the scheduled Connect call
From within the Connect call, click the more actions icon (⋮)
Click Documents
This triggers a request from your SSO provider to consent to Coconut Software accessing your DocuSign account. Accept this request to be returned to the call where you can search for envelopes from the dropdown in the call.
Access the envelope
From within the Connect call, click the more actions icon (⋮)
Click Documents
If your organization leverages multiple e-signature integrations, connect to DocuSign
Login to DocuSign
NOTE: If the session is still active from an earlier login, you will not need to complete this step
From Add documents from DocuSign, search for and select the envelope requiring signing
Hot Tip! To minimize the risk of selecting the incorrect envelope, Coconut recommends adopting an envelope naming convention that clearly indicates which envelope(s) correspond to the participant(s) and engagement while balancing the need to respect clients’ privacy
From the envelope, click the more actions icon (⋮) and select the desired next step:
Review together and sign
Download
Remove
Staff can download or remove envelopes from a Connect call, or initiate a signing ceremony in-meeting
Review together and sign
To review envelope contents and completing signing:
Click Review together and sign
Once participants are ready to begin the signing process, click Start signing
NOTE: Click Exit review if the signing process will not be completed during the call
The staff view of the review process includes the option to start the signing ceremony
If a signing order is included in the process, participants will each have a turn, with the status of each signatory displayed to call participants
Once each signatory has completed signing, click Exit signing
The signing process is complete. Participants can now complete additional actions, such as downloading their signed documents.
Download
Instead of reviewing and signing, staff can download envelope contents once they are added to the call. To download:
From the envelope, click the more actions icon (⋮) and select Download
Download signed documents
To download documents once they are signed:
From within the Connect call, click the more actions icon (⋮)
Click Documents
Navigate to the signed document and click the download icon
Clients can download signed documents once the signing ceremony is complete
Remove
If required, staff can remove an envelope that has been selected and added to the call. To do this:
From the envelope, click the more actions icon (⋮) and select Remove
If using OneSpan™ Sign
Access the transaction
From within the Connect call, click Documents
If your organization leverages multiple e-signature integrations, select OneSpan Sign
From Add documents from OneSpan Sign, search for and select the transaction requiring signing
Hot Tip! To minimize the risk of selecting the incorrect transaction, Coconut recommends adopting a transaction naming convention that clearly indicates which transaction(s) correspond to the participant(s) and engagement while balancing the need to respect clients’ privacy
From the transaction, click the more actions icon (⋮) and select the desired next step:
Review together and sign
Download
Remove
Review together and sign
To review envelope contents and completing signing:
Click Review together and sign
Once participants are ready to begin the signing process, click Start signing
NOTE: Click Exit review if the signing process will not be completed during the call
If a signing order is included in the process, participants will each have a turn, with the status of each signatory displayed to call participants
If there is a signing order, signatories can monitor progress while the signing ceremony is taking place
Once each signatory has completed signing, click Exit signing
The signing process is complete. Participants can now complete additional actions, such as downloading their signed documents.
Download
Instead of reviewing and signing, staff can download envelope contents once they are added to the call. To download:
From the envelope, click the more actions icon (⋮) and select Download
Download signed documents
To download documents once they are signed:
From within the Connect call, click the more actions icon (⋮)
Click Documents
Navigate to the signed document and click the download icon
Remove
If required, staff can remove an envelope that has been selected and added to the call. To do this:
From the envelope, click the more actions icon (⋮) and select Remove
A note on access and visibility
Once connected, admins, managers, and staff can access DocuSign envelopes and/or OneSpan Sign transactions from within a Coconut Connect call and complete signing activities during the call.