Contents 🚀
Introduction 👋
Because it's so easy to do and takes just a few clicks, 97% of our customers' counterparties sign contracts using Juro. But what about the other 3% that prefer to use a different platform, like Docusign?
Not a problem - our new Docusign integration is designed to unblock these counterparties by having them receive and sign a document in a way they're used to, allowing for less friction and greater flexibility at one of the most important points in the document's lifecycle: the signing stage.
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Connecting the integration 🖇️
💡 NOTE: You must be a Juro Org Admin with a Docusign license to enable this integration. To start, please reach out to the Juro Support Team and we can enable the integration for your Juro environment from our side.
This integration will be activated for all workspaces once enabled. We recommend creating a separate account rather than linking it to an individual user's account.
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💡 NOTE (NEGOTATIONS): This integration is not currently compatible with our Negotiations ("Create new versions") feature. When a contract is sent for signing, the document body is locked from further edits until it's replaced by the fully signed PDF that is passed back from Docusign.
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Once the enablement is complete and you're ready to connect your Juro and Docusign platforms:
1. Go to the Integrations section of AUTOMATIONS tab in the Juro workspace you'd like to connect the integration for and click the Docusign panel.
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2. Click Connect: this will prompt you to enter your Docusign login credentials.
You must connect the integration using a Business Pro Docusign account or above. The account should also be an organisation level account rather than a personal one. (e.g. docusign-admin@juro.com rather than joebloggs@juro.com).
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Once you've logged into Docusign and return to this page, Juro will ask for permission to link with your Docsign account.
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3. Go to the relevant template in your Templates section.
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(💡 NOTE: Steps 5-9 will need to be actioned on each template individually)
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4. Once in the template, Click the Document members icon: this will open the SIGNATORIES sidebar.
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5. Toggle on the Enable signing in external platforms option.
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6. From the SIGNING SIDES SIGN IN dropdown menu, select one of the following options:
Docusign: all contracts created from this contract be converted to PDF and sent for signing through Docusign
Decide when signing: selecting this option at the template level will give the contract creator the option to choose the signing pathway before they send the contract for signing.
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7. From the SIGNATURE METHOD dropdown menu, select one of the following options:
Signature Type: this sets the signature type for all documents created from this template. Here, you can choose from the signature types your Docusign account can access, including standard signature types and any vendor signature methods you have available.
Decide when signing: selecting this option at the template level will give the contract creator the option to choose the signature method before they send the contract for signing.
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Now it's time to send a contract for signing through Docusign using the signature method of your choice!
Managing the contract lifecycle using the Docusign integration 📑
Users can send documents for signing with a Docusign standard signature workflow or a third-party provider via Docusign. Post-signature, the contract status will update in Juro to reflect and fully signed PDFs will automatically be uploaded against the contract object in Juro.
Signatories will receive a PDF copy of the fully signed document to their email inbox.
Sending a contract for signing 🛫
Does sending a contract for signing through Docusign look very different from sending it through Juro? In short, not really, but there are a few things to bear in mind:
Customers will receive an email notification as normal asking them to review the contract and add their signature. But instead of seeing the document in the Juro UI as usual, signatories will be directed to a PDF version of the contract in Docusign. The exact flow broken down further is:
1. Juro will push a PDF version of the contract to Docusign when you send your normal signing request. (Please Note: Both sides must use the same e-signature method.)
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2. The signatories will receive an email from Docusign asking them to access and sign the contract.
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3. Once the document is fully executed, both the signatories and the document owner will receive a PDF copy via email, the document status will update, and the fully signed PDF will upload against the original document in Juro.
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External forms will not show before signing for documents signed through the Docusign integration (please see below for additional guidance on this).
Sending Forms to counterparties 📤
When a contract is sent for signing through Docusign, the counterparty will not be directed through the Forms flow as they would be with Juro's signing flow.
With that in mind, it's best to ask the counterparty to complete any forms before the contract is sent for signature. To do this using the REVIEWERS link in your template or contract:
1. Click the Document members icon: this will open the SIGNATORIES sidebar.
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2. Click the REVIEWERS heading, then Can View +. From the dropdown menu, check the Form as X checkbox. When the counterparty accesses the contract through the REVIEWERS link, they will be led through your regular Forms flow.
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3. Under the SEND VIA EMAIL heading, click + Add Reviewer, type in the email of the counterparty and press Enter to save it.
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4. Press Send.
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Signature block timestamps 🕐
Timestamps from the Docusign e-signature will pass back with the fully signed PDF to your Juro document repository.
No action is required on the Juro side, but in Docusign:
You can adjust the date and time format and the timezone in the Signing Settings of the Docusign account that your integration is connected to (Current Date Format and Current Time Format)
You can adjust your timezone preference in the Regional Settings section of Account Settings.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀
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