Overview

If DocuSign is your preferred agreement cloud, you can send files directly from DocuSign to LinkSquares Analyze either by a daily sync or through email upload. 

Users can either leverage the DocuSign integration to directly send files over, or leverage their unique Analyze email address within DocuSign. The DocuSign integration sends over all agreements signed within your DocuSign account (i.e., the account that is integrated with Analyze). 

On the same, Adobe Sign can also be setup to have your agreements sent over via email sync. 

To learn more about Analyze email syncs, reference our article on Analyze Email Syncs. 

Applying these integrations in Analyze to receive agreements, creates an automatic workflow, and a step you then do not have to think about. 

 

DocuSign Integration

Process

Analyze and DocuSign Integration

The DocuSign integration allows you to sync your DocuSign account directly with Analyze.

The Analyze and DocuSign sync will pull ALL completed envelopes from the account authorized by your party.

LinkSquares will pull ALL envelopes that are completed after the sync has been set up and cannot retroactively pull older envelopes.

If you are interested in having all your completed agreements pulled from DocuSign and automatically sent to LinkSquares, syncing with the DocuSign integration might be the method for you.

 

User Permissions

When setting up the DocuSign integration, the user’s permission set in DocuSign is important.

The DocuSign user who is authorizing the sync determines the permission level that the Analyze integration has.

If the user is not a DocuSign Admin, the sync will only pull in files in which the user is a sender.

If the user is a DocuSign Admin, the sync will pull in ALL files from the DocuSign instance, whether the user is a sender or signer on the agreement or not.

DocuSign Admin users from the sender's account can access DocuSign envelopes.

DocuSign Admin users from the signer's account cannot access DocuSign envelopes.

LinkSquares suggests adding the signer's DocuSign Admin user as a CC recipient on every envelope you need to be able to see. This confirms that the sync between Analyze and DocuSign is working as expected. 

 

Setting Up DocuSign Integration

After deciding on the DocuSign integration method, your Implementation Consultant will begin the sync process.

You will receive an email from LinkSquares requesting that you connect your DocuSign account.

Click CONNECT YOUR DOCUSIGN to get started.

You will be asked to log in to DocuSign. 

Click LOGIN TO DOCUSIGN.

Enter the email address and password linked to your DocuSign account. 

The DocuSign sync is now complete. 

Every new completed agreement after the sync was configured will be ingested into Analyze.

 

Using LinkSquares Email Address

If you need more flexibility on which files you want to add to Analyze, you may prefer using the email sync address method. This method allows you to add your custom LinkSquares email sync address as a recipient so you can choose which agreements you want to add to Analyze.

Additionally, if you want to add a version of the agreement that is not fully signed, you can do so by adjusting the signing order.

Note: The completed documents cannot be larger than 5MB for a successful sync into Analyze

Email Sync via DocuSign

Overview

LinkSquares Analyze users receive unique email addresses that can be used to email files directly into their repository (e.g., subdomain@sync.linksquares.com). 

Adding the email sync address as a recipient to receive a copy of the executed agreement is an easy and efficient path to integrate Analyze with DocuSign.

Contact support@linksquares.com to confirm your organization's email address.

Note: LinkSquares only supports PDF and DOCX files for ingestion.

Process

Navigate to DocuSign's signing settings page.

Select Signing Settings from the left-hand sidebar.

Scroll down until you locate the Envelope Delivery section.

Mark the checkbox next to Attach documents to completion email.

This will ensure that the fully executed copy is sent to your unique LinkSquares address upon completion.

Click SAVE once complete.

 

Utilizing Email Sync Address

To utilize your LinkSquares email sync address with DocuSign, there are two options.

• Individual Envelopes
• Auto-Populating

Individual Envelopes

Each time an agreement is sent out for signature, manually add the LinkSquares email sync as a recipient. It is best to use this option if you want to control which agreements get sent to Analyze. 

When creating a new envelope in DocuSign, you have the option to add multiple recipients.

LinkSquares recommends that you select the below settings:

1. Mark the checkbox next to the Set signing order option.
2. Put all signers first, then your unique LinkSquares sync email as the final recipient.
3. Next to the LinkSquares sync recipient, set the role to CC RECEIVES A COPY from the drop-down.

Auto-Populating

Each time an agreement is sent out for signature, the LinkSquares email sync is automatically included as a recipient. It is best to use this option if you do not want to manually add an additional recipient every time. This option also avoids errors in missing a step. This is done through templates in DocuSign.

If you have access to templates, you can create a template and add this email address to a recipient placeholder set to CC RECEIVES A COPY. Whenever the template is used, the LinkSquares email address will auto-populate.

To learn more about creating templates in DocuSign, reference this web page on How do I create a template?.

 

Email Sync via Adobe Sign

Note: Acceptable file types for ingestion are DOCX and PDF.

Process

The ability to automatically ingest fully signed agreements into Analyze can be configured on the account level or group level by Adobe administrators.

• Configuring the setting on the account level means that all fully signed agreements within the account will be sent to the Analyze email address.
• Configuring the setting on the group level means that fully signed agreements initiated by a subset of users within the account (i.e., the group) will be sent to the Analyze email address.

Account Level

To configure the automatic Analyze ingestion on the account level, complete the following steps.

1. Go to the Account tab from the Adobe Sign navigation bar.
2. Select Account Settings > Global Settings.
3. Scroll down and locate the Send an extra copy of every signed agreement to the following email addresses section.
4. Click the Add email address button.
5. Enter your organization’s unique email address within the Add email address modal.  

6. Confirm the email address. 
7. Click Save.
8. Click Save at the bottom of the page once complete.

Group Level

To configure the automatic Analyze ingestion on the group level, complete the following steps.

1. Go to the Account tab from the Adobe Sign navigation bar.
2. Select Groups from the left-hand panel. 
3. Select the group in which you would like to add the Analyze email address.
4. Click Group Settings.
5. Mark the checkbox at the top of the page to override the account settings. 
6. Scroll down and locate the Send an extra copy of every signed agreement to the following email addresses section.
7. Click the Add email address button.
8. Enter your organization’s unique email address within the Add email address modal.  

9. Confirm the email address. 
10. Click Save.
11. Click Save at the bottom of the page once complete. 

Individual Agreement Ingestion

To individually ingest agreements into Analyze from Adobe Sign, fully signed agreements can be downloaded and shared with the Analyze email address or shared directly when viewing the fully signed agreement in Adobe Sign via the Share button. 

Alternatively, forward the fully signed agreement email notification from Adobe Sign directly to the Analyze email address.

To learn more about executing agreements within Adobe Sign, reference this web page on Request E-Signatures.

To learn more about Analyze email syncs, reference our article on Analyze Email Syncs.