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DocuSign
Send only the approved version for signature and see who has signed without leaving Proviso.
Category
E-signature
Works with
DocuSign eSignature, Business Pro and above
Set up by
A DocuSign account admin
Setup time
About 10 minutes
What it does
Only the approved version
The send button appears once every required approval is in, so a draft can’t go out by mistake.
Signer status in the review
See who has signed and who is still waiting on the agreement’s page in Proviso.
The signed copy filed
When the envelope completes, the signed PDF and its certificate are saved with the review record.
How to set it up
A DocuSign admin connects the account and picks the default signing order.
1
Connect DocuSign
In Proviso, open Settings, then Integrations, and sign in to DocuSign as an account admin.
2
Pick a sender
Choose which DocuSign user sends envelopes, or let each reviewer send as themselves.
3
Set the signing order
Choose whether your signer goes first or last by default.
4
Send a test envelope
Send one approved agreement to yourself to check the fields.