Docusign integration with Re-Leased (In Beta)

Send, track, and manage document signatures directly from Re-Leased using your existing Docusign account. This integration eliminates the need to switch between systems - your documents and signature status can be managed in one place - the Documents Hub.

Connecting Your Docusign Account

Before sending documents for signature, you'll need to connect your Docusign account to one or more companies in your billing group.

Prerequisites

Step 1: Access the Docusign Integration

• Go to Settings > Integrations & Add-ons
• Locate the Docusign panel and click View details

• Select I have a Docusign account and click Continue

• Sign in with your Docusign credentials. Complete any verification steps Docusign might ask of you

  

Step 2: Connect Your Companies

Once you have completed the Docusign sign-in, select one or more companies to connect an existing Docusign subscription. 

1. Select the checkbox next to each company you want to connect
   • Or click Select All check box at the top of the list to connect all companies
2. Select Connect and confirm connection
   • The status will now show 'Connected' next to each company

Note: You can connect different companies to different Docusign accounts within your billing group if needed.

Sending a Document for Signature

You can send documents for e-signature from the Documents Hub. Supported file types include Word documents (.docx) and PDFs.

Sending a Single Document

1. Navigate to the Documents Hub
2. Find the document you want to send
3. Click the Quick Actions menu next to the document
4. Select Send for E-Sign

Sending Multiple Documents

You can combine multiple documents into a single envelope for signers to review and sign together.

1. In the Documents Hub, select the checkbox next to each document you want to include
2. Click Bulk Actions
3. Select Send for E-Sign

NOTE: Grouped documents can only be sent together when the documents are within the same company and one or more have not been previously sent for signature

Preparing Your Envelope

After selecting your documents, you'll prepare the envelope before sending. 

Step 1: Review and Order Documents

If multiple documents are selected, a preview screen displays all selected documents. From here you can:

• Drag to reorder the documents
• Remove any documents you no longer want to include
• Click Continue when ready

Otherwise, for a single document this step is skipped.

Step 2: Add Recipients

Add the people who need to sign or receive a copy of the documents. These people must be contacts or users already created in Re-Leased. 

Note: If a signatory cannot be found, create them as a Contact or a User before coming back here to add them.

1. Set the signing order by reordering recipients (if you need signatures in a specific sequence)
2. Click Continue when all recipients are added

Step 3: Place Signature Fields

You'll be redirected to Docusign to complete the set-up on the document

1. Drag and drop signature fields, initials, dates, or other fields onto the document pages
2. Assign each field to the appropriate signer
3. Click Send when you've finished placing all required fields

After sending, you'll be redirected back to the Re-Leased Documents Hub.

Tracking Signature Status

Once a document is sent for signature, you can track its progress directly in the Documents Hub.

Status Overview

The Signature Status column shows four document states:

Viewing Detailed Status

Hover over any Status column chip to see a quick summary of signing progress.

Signing Documents

Recipients receive an email from Docusign with a link to review and sign the documents. All signing takes place in Docusign through this email link

Signed documents 

Once documents are signed by all parties, the status changes to 'Signed'. The Docusign Certificate of completion is appended to the end of the document.  

Disconnecting from Docusign

You can disconnect one or more companies from Docusign at any time.

1. Select the checkbox next to each company you want to disconnect
2. Click Bulk Actions
3. Select Disconnect Selected

Note: If you disable Docusign integration with documents already pending signature, they will continue through the Docusign signing process. However, their status will no longer update in Re-Leased after disconnection.

Troubleshooting

I don't see the "Send for E-Sign" option

• Check that your company is connected to Docusign (Settings > Integrations & Add-ons > Docusign)
• Verify the document is a supported file type (Word or PDF)
• Confirm you're on a Pro or Enterprise plan