For many years we’ve helped business both large and small with their workflow challenges, and one of the most common issues we see is managing the distribution and signing of standard business documents such as contracts, employee agreements, quotes and proposals. The solutions to these problems vary depending on a number of factors, including the type of document to be signed, the number of recipients, volume of documents and the location of recipients.
Over the past few years we’ve helped a number of customers integrate with DocuSign, one of the most popular electronic signature platforms. DocuSign helps organisations connect and automate how they prepare, sign, act-on, and manage agreements and allows users to sign electronically on practically any device, from almost anywhere, at any time.
With DocuSign you can create DocuSign Templates with merge fields that you sent to recipients for signing, or you can create a PDF on the fly and upload that at the time of sending the signing request. A common workflow solution integrating your custom FileMaker business app with DocuSign might look like this:
The process would typically work like this:
- a FileMaker user is notified that a certain document needs to be sent to a customer for signing, such as a contract
- the FileMaker user clicks a button that creates a custom PDF with any merged data for that customer with details on what actions the customer needs to take, such as signing on a particular page, entering their name or other details such as their date of birth
- the FileMaker generated PDF is then sent to DocuSign with instructions to send this PDF to be signed to the specified customer, and DocuSign then sends a signing request email (you can customise the email subject and body)
- the customer receives the email and electronically signs the document. DocuSign then notifies you that the document has been signed and you can then download the signed version of the document into a FileMaker container field
This type of tight integration between FileMaker and DocuSign has a number of benefits, including being able to manage the document signing process in one central place from start to finish. You don’t need to give your FileMaker users access to DocuSign as everything is managed from within FileMaker and you have access to the signed documents from FileMaker. You can even setup Webhooks to have FileMaker automatically notified by DocuSign when a document has been signed and have FileMaker download this automatically.
You will need to sign up for one of the DocuSign API Plans – (US, UK and Australian plans) which have a number of tiers depending on the number of documents you need to send each month and other additional features.
Here’s a short video demonstrating how a FileMaker DocuSign integration might work (YouTube link):
If you would like to discuss integrating DocuSign with your FileMaker solution please get in touch for a free initial consultation to discuss your requirements.