fmESignature Link (Docusign Edition)

fmESignature Link (Docusign Edition) is a FileMaker solution that integrates between FileMaker Pro and Docusign. Docusign is one of the most popular electronic signature platforms and 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. fmESignature Link (Docusign Edition) allows you to quickly send electronic signature requests and download the signed version of the document into FileMaker at the click of a button. fmESignature Link (Docusign Edition) is completely unlocked allowing you to integrate it into your existing FileMaker solution.

If you use FileMaker and Docusign to track and maintain document signing requests fmESignature Link (Docusign Edition) will save your Company time and money.

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Automate the Sending of Document Signing Requests

fmESignature Link (Docusign Edition) automates the sending of document signing requests from FileMaker Pro and the download of completed documents – all from FileMaker!

Completely Unlocked

You get the Full Access login when you purchase fmESignature Link (Docusign Edition) – 100% unlocked for you to integrate into your own FileMaker solution

fmESignature Link (Docusign Edition) main features include:

works with FileMaker Pro 18 or later
uses all native FileMaker scripts and functions (no plug-ins required)
can be hosted by FileMaker Pro or FileMaker Server
works with Macintosh and Windows
100% unlocked for you to integrate into your own FileMaker solution
Webhooks support (have completed PDFs pushed to your FileMaker Server automatically once they are signed by all parties)

fmESignature Link (Docusign Edition) requires a Docusign API Plan or API access included on your current eSignature Plan. Contact Docusign Sales if you’re not sure whether you have API access included on your current Docusign plan. If you are not already a Docusign customer and would like some assistance with choosing a plan please get in touch and we can work with Docusign sales to find the best plan for your requirements.

fmESignature Link (Docusign Edition) includes the following features:

Send Document Signing Requests: you can use fmESignature Link to send documents that are generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a Docusign Template (including support for multiple documents, multiple recipients and roles)
Create Multiple Docusign Accounts: you can link multiple Docusign Accounts to the fmESignature Link file, including accounts in the Docusign Sandbox test environment and the live production environment.
Multiple Docusign Authentication Options: you can use either the Authorization Code Grant OAuth Flow for authenticating with DocuSign or the JWT Grant OAuth Flow. We also support the ‘Send On Behalf Of’ feature when using the JWT Grant OAuth Flow to send an envelope signing request on behalf of another Docusign user
Pre-populate custom fields: you can pre-populate custom fields with data from your FileMaker solution
Check Request Status: check the Status of Sent Requests at the click of a button
Download Completed/Signed PDFs: download the completed PDF file into FileMaker at the click of a button
Download Form Data: download any associated Form Data back into FileMaker at the click of a button
Download Docusign Template Tabs and Roles: download Tabs and Roles for Docusign Templates
Auto Place (anchor tagging): use the Auto Place feature which automatically adds fields near each occurrence of a given string in a template or document
Support for Webhooks: have completed PDFs pushed automatically to FileMaker within seconds of being completed
Docusign Payments: send agreements with payment requests at the same time
Recipient Language: specify the language for each recipient for the email notifications and signing ceremony
Carbon Copy Recipients: include recipients who don’t need to sign but do need to receive a copy of the completed agreement
Support for FileMaker Server Schedules: setup schedules to poll Docusign every 20 minutes for any new completed agreements
Testing Sandbox support: dynamically switch between the Docusign Sandbox test environment and the live production environment. You can perform all required tests in the free Sandbox account before switching to your live production account

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fmESignature Link (Docusign Edition) is available in a number of licenses:

Company License: this allows you to use fmESignature Link (Docusign Edition) solution file at a single Company at one location. You can install the fmESignature Link (Docusign Edition) solution file on a single FileMaker Server/FileMaker Cloud and use it with an unlimited number of FileMaker Pro clients. The fmESignature Link (Docusign Edition) file is completely unlocked allowing you to embed or integrate the fmESignature Link (Docusign Edition) file with your existing FileMaker solutions on the one server/one location.

Product License: this allows you to integrate the fmESignature Link (Docusign Edition) solution file with a single product (vertical solution) that your company sells (for example a real estate/healthcare solution built in FileMaker Pro that your company develops and sells). The fmESignature Link (Docusign Edition) file is completely unlocked allowing you to embed or integrate the fmESignature Link (Docusign Edition) file with your vertical solution.

Developer License: this allows you to integrate the fmESignature Link (Docusign Edition) solution file with an unlimited number of clients. The fmESignature Link (Docusign Edition) file is completely unlocked allowing you to embed or integrate the fmESignature Link (Docusign Edition) file with an unlimited number of client solutions.

If you need assistance with integrating fmESignature Link (Docusign Edition) with your FileMaker solution you can purchase blocks of developer support time. We can help with particular aspects of the integration or complete the integration for you.

Download a free 14 day trial version of fmESignature Link (Docusign Edition)

Trial Version

Contact us to arrange a live demonstration of fmESignature Link (Docusign Edition) or discuss your requirements in more detail

Check our video series demonstrating how easy fmESignature Link (Docusign Edition) is to use and integrate

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Have a question? Check out our list of Frequently Asked Questions or contact us for more information

FAQs