Note: If you use DocuSign Rooms. You will need this Article instead.
In this article:
To connect your DocuSign eSignature account
Using DocuSign Rooms? Click Here
1. From your Settings tab, select "Integrations".
2. Then select the "Add" button on the DocuSign integration card.
3. You will be presented with a sign-in page for DocuSign
4. Sign in to your DocuSign account to enable Shaker and you're done!
How it works
The Shaker integration with DocuSign eSignature allows users to prepare and send envelopes for signature right inside Shaker without needing to log in to DocuSign. Your clients will receive envelopes for signature in their email as if it was sent directly from DocuSign and have the added benefit of signing within the Shaker Client Portal.
In addition to that, Documents prepared by Shaker will show a status in your deals documents folder and completed envelopes will save back into the folder automatically.
Preparing an Envelope from Shaker
From a deal, navigate to the documents tab and click Send DocuSign Envelope
Choose the Envelope you want to send from the dropdown menu. Only envelopes set up as "templates" will be visible here. What is a template?
Click Set Recipients and select the intended recipients from your deal's contacts and click
Click Prefill Document and set the matching Shaker fields or manually fill in the values.
Click Save or Sent.
Saving will save the file as a draft in your shaker documents folder and to your drafts in DocuSign
Sending will send the document to the designated recipients via email and will also appear in the client's portal.
Document Status:
Documents sent from Shaker will show a status of "Sent" or Completed"
Troubleshooting:
The DocuSign eSignature integration only works when using DocuSign templates that have pre-fill fields. To understand how to create DocuSign templates click here or contact DocuSign support for help.
How to create templates with pre-fill fields in DocuSign
This video walks step-by-step through the process of creating a DocuSign template and adding pre-fill fields to that stored template.
Understanding DocuSign Lingo:
Template
A pre-set "cookie-cutter" envelope with specific documents, set recipient roles, tabs, and other business logic. Templates are reusable blueprints for any DocuSign workflow you do repeatedly- like sending the same document to different recipients for example.
Envelope
An envelope is a container or "package" that is used to send documents to recipients and manage transactions. Envelopes have statuses (i.e. sent, delivered, completed, voided) and typically contain documents, recipients, and tabs/fields. An envelope can have multiple templated documents.
Document
A digital file that contains content to be reviewed and/or signed or initialed by one or more recipients. You can store multiple documents in a single envelope and create templates from documents that will be used repeatably.