Docusign

Docusign is a platform for securely sending, signing, and managing documents online.

The Docusign Widget connects DocuSign with OnePageCRM, allowing you to view previous agreements linked to your CRM contacts directly in OnePageCRM.


  • You need a Docusign account to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:



Enable/Disable the Docusign Widget

1
Go to Docusign under Apps and Integrations → click on Install.

Apps and Integrations page | DocuSign



2
Under Configuration, click Connect to Docusign.

Connect to DocuSign


3
Log in to Docusign → allow OnePageCRM to display data in the Docusign Widget.

Find/Use the Docusign Widget

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1
Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the DocuSign widget to expand it.


2
Once expanded, it will display:

  • Date - The date the document was sent
  • Agreement - The name of envelope
  • Status - The status of the document

    • Expanded DocuSign widget with the data


    💡 The widget checks the first 10 email addresses saved for the contact and displays any matching data.


    Types of Status values displayed in the DocuSign widget:

    Sent

    Delivered

    Waiting for Others

    Needs to Sign/View

    Correcting

    Declined

    Voided

    Expired

    Delivery Failure

    Authentication Failed

    Completed
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