Learn how to send your Work Author documents for signature via Docusign.

Contents

• Introduction
• Sending a document for signing
• Signing emails and copies
• Signing statuses

Introduction

If your organisation has connected their Docusign and Work Author accounts, you can send a document for signature in Docusign with just a few clicks directly from Work Author.

Sending a document for signing

1.    On a completed document, click "Publish" in the Docusign box.

2.   You will see a form to add your Docusign recipients. They will receive and sign your documents or get a copy.

3.   Enter the details of:

• Recipients at your company: People who need to sign the document from your organisation. The number of required recipients will automatically be shown.
• Recipients at the counterparty: People who need to sign the document from the other party. You must enter at least one counterparty recipient but can add a second by clicking “Add Recipient.”
• Optional CC recipients: People who will only receive an emailed copy of the document once all recipients have signed.

4. Click “Publish” to start the DocuSign workflow. Signing recipients will get an email with a link from DocuSign to review and sign the document.

In the next section, you can see the emails and copies that you and the recipients will receive during the signing process.

Signing emails and copies

Once you have started the signing process, you and the recipients will receive the following emails from Docusign:

Email type	Who receives it?	Example
Review and sign document	Signatories
Activity emails	Sender
Complete copy of document	Sender Signatories CC recipients

Signing statuses

You can quickly see the signing status of your document in Work Author on your dashboard. For more details:

1. Click on the document that you want to check the status of.

2. The Docusign box in the Publish Document section will show more information.

The statuses you may see are:

Status	Example	Shows when?
Green recipient initials		Recipient has signed document
Red recipient initials		Something has gone wrong with the envelope. Please contact support.
Void message		Document voided in Docusign
Green tick		All signing complete