DocuSign

With Formstack Documents, you can automatically populate documents to collect signatures. DocuSign allows you to send documents to multiple signers, CC other parties, plus collect additional needed information from signers. 

How does this work? 

Step 1: Generate a document. For example, you may want to create a proposal template to use in Opportunities in Salesforce.

Step 2: Upload template into Formstack Documents. From the Documents page in Formstack Documents, click the New Document button and enter a name. In the next step, choose Office Document as the document type and then pick the file from your computer. This will allow you to upload your Word document to Formstack Documents from your computer with your created merge fields of choice. 

Modify options like name and file extension within the Settings tab.

Please note: DocuSign only supports file names up to 100 characters (including the file extension). If your document name with file extension exceeds 100 characters, DocuSign will truncate the file name and remove the file extension.

Step 3: Set up delivery to save in DocuSign. On the Deliver tab, click the New Delivery button and select DocuSign from the list.

To authenticate your DocuSign account, log in to to your DocuSign account from the prompt; the page will then refresh to view options to set up signers. 

Select name and email addresses for the signers to include on the contract. If you do not have any merge fields in your document for the signer name or email address, select <> from the dropdown and type in the merge field like  {$signer_name} or {$signer_email}. This will add those as merge fields to your merge process (it will not place them inside your document).

Step 4 (optional): Set up delivery to Salesforce. Once you have DocuSign delivery set up, you can optionally link to Salesforce to generate the document. Inside the Salesforce package, set up a new Mapping for this contract. For each merge field, select the Salesforce field to match to.

After you’ve saved the field mapping, Save and Active the mapping.  This will activate the mapping and make it available for users in your Salesforce org to use.

To test, navigate to your opportunities and select the Formstack Documents button on the record and select the new Contract mapping that you set up. This will send the opportunity information to Formstack Documents to then generate the contract that will deliver to DocuSign. 

Merge fields with text tags

Standard examples

Within your template, define merge fields with text tags: {$CustomerName} or {$Billing_Address}. 

Dynamic examples

Use “if” statements that will determine the state.  For example:

{if $CustomerState == ‘CA’}
    Under California Law, we are required to disclose this information.  At any time either party is able to terminate this contract without cause.  There is a minimum 30 day notification.
{/if}{if $CustomerState == ‘AZ’}
    Under Arizona Law, we are required to release this information.  At any time either party is able to terminate this contract without reason, but must submit written notice at least 60 days prior to the desired termination of the contract.
{/if}
 

Docusign for Salesforce

If you are integrating with Salesforce and you want the envelope status tracked in Salesforce and the signed document saved in Salesforce, you can send the Record ID of the record using a custom field (under More Options) called:

• Account = ##SFAccount
• Contact = ##SFContact
• Opportunity= ##SFOpportunity
• Case = ##SFCase
• Contract = ##SFContract
• Custom Object = DSFSSourceObjectId

Step 1: Inside your DocuSign delivery, under More Options, click the checkbox next to Use custom fields and then enter the name of the field (from above) and a merge field like {$RecordID} in the value box.

Step 2: Update your Formstack Documents Mapping and match up the RecordID merge field with the ID field from the Saleforce field dropdown.

Step 3: Turn on settings inside DocuSign.  Click here for more info.

DocuSign anchor tags

Embedding signatures and fields in your document can be done by adding anchor tags to your template that look like: \s1\

Change the font color of your anchor tags to white or a light gray in order to hide them in the generated document.

*Note: You need to add the signing tags as text in the PDF, not inside text boxes.

Here's a list of available anchor tags:

Note: For the radio button field to render correctly on the envelope, you will need to specify at least 2 options on the field.

Create your own anchor tags

 If you need to add additional anchor tags, you can customize your own anchor tags using custom JSON settings in your DocuSign delivery under More Options.  Below is an example of the anchor tag / JSON format (you can find the settings in DocuSign REST API Documentation).

{"signer1":
    {"tabs":
        {"signHereTabs":[
            {"anchorString":"\\s1\\","anchorIgnoreIfNotPresent":"true"}
        ],
        "textTabs":[
            {"anchorString":"\\tbx_1\\","tabLabel":"Text 1","anchorIgnoreIfNotPresent":"true","required":"false"},
            {"anchorString":"\\tbx_2\\","tabLabel":"Text 2","anchorIgnoreIfNotPresent":"true","required":"false"},
            {"anchorString":"\\tbx_3\\","tabLabel":"Text 3","anchorIgnoreIfNotPresent":"true","required":"false"}
        ]
    },
"signer2":
    {"tabs":
        {"signHereTabs":[
            {"anchorString":"\\s2\\","anchorIgnoreIfNotPresent":"true"}
        ],
        "textTabs":[
            {"anchorString":"\\tbx_4\\","tabLabel":"Text 4","anchorIgnoreIfNotPresent":"true","required":"false"},
            {"anchorString":"\\tbx_5\\","tabLabel":"Text 5","anchorIgnoreIfNotPresent":"true","required":"false"},
            {"anchorString":"\\tbx_6\\","tabLabel":"Text 6","anchorIgnoreIfNotPresent":"true","required":"false"}
        ]
    }
}

Customize sender

To send the document from another user in your DocuSign account, you can turn on the Customize Extra Options/Settings under More Options in your DocuSign delivery, then enter something like this in the box:

{"sender":"{$sender_email}"}

 *Note: You will need to have Organization Admin functionality turned on inside DocuSign and choose the (Org Consent) option when authenticating your DocuSign account in Formstack Documents.

Delay other deliveries until document is signed

To delay other deliveries until the document is signed (ie only send the signed document to other deliveries), you can turn on the Delay Other Deliveries under More Options in your DocuSign delivery, then enter check the box next to each delivery you want to delay:

Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.

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