Equus Software

The “currency” of electronic signatures is an envelope. 
Envelopes contain recipient information, documents, document fields, and timestamps that indicate delivery progress. They also contain informat

DocuSign - What is an envelope?

A merge document is required in order to send documents for electronic signature from the Documents screen. It needs to appear in the Merge E-Signature Document drop down list.
 
Below…

DocuSign - How to configure a merge e-Signature document

An e-signature merge tag is used to identify the locations where signer(s) need to sign within a merge document.
At least one e-signature merge tag must exist inside the document…

DocuSign - What is an e-signature merge tag?

Objective
For any email template to display in the "Merge Document Signers" section on the Merge Document screen and on the "Delivery" tab on the E-Signature Request Details page, an…

DocuSign - How to configure an email template for e-signature

The status of E-Signature files can be seen on screen at all times in italics under the files Name.  Plus it can be added as an additional column
After the…

DocuSign - How to generate an e-signature document

The Send/View button is no longer shown in the E-Signature status column. Is has been moved into the new information panel. Functionality is the same.

How to resend an e-signature…

DocuSign - How to resend or cancel an e-signature request

In order to send and access documents for electronic signature, signature requesters must be associated with a role that gives them access to the "E-Signature Documents" part of the Document screen.

DocuSign - How to configure security role to access e-signature documents

Signer's view
 How to accept (sign) e-signature document 
How to reject (decline to sign) e-signature document

Signer's view 
1. In addition to receiving an email, external employees who use the…

DocuSign - How to respond to e-signature request

Once the document has been generated and is ready to be sent, the next steps are to confirm the signature workflow and then send it for signatures.
1. Click anywhere…

DocuSign - How to send e-signature document to specified signers

What is DocuSign?
DocuSign is a leading eSignature brand and Equus Platform uses DocuSign as its electronic signature document provider (e-signature provider) to support the collection of signatures e

DocuSign - Overview

Signer activity
Document activity
Certificate of completion
Reporting
Envelope usage history

Data synchronization between Equus Platform and e-signature provider

Deleted document synchronization
St

DocuSign - Monitoring and reporting on e-signature activity and status

 
An e-signature document can be deleted on the Assignment Documents page only when the document Status is &lt;Not Sent&gt;, &lt;Signed&gt;, &lt;Declined&gt;, or &lt;Cancelled&gt;. Users must have the

DocuSign - How to delete an e-signature document

DocuSign and e-signature documents

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