Docusign integration with Re-Leased

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

1. Go to Settings > Integrations & Add-ons
2. Locate the Docusign panel and click View Details
3. You'll see the Integration Management page with a list of all companies in your billing group with their connection status

Step 2: Connect Your Companies

Select one or more companies to connect an existing Docusign subscription. 

1. Select the checkbox next to each company you want to connect or select all 
2. Click Bulk Actions at the top of the list
3. Select Connect Selected

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

Step 3: Authenticate with Docusign

1. After selecting your companies, you will be redirected to Docusign's login page

2. Sign-in with your Docusign credentials

3. Complete any verification steps (such as an email code)

4. Once authenticated, you are returned to Re-Leased with a confirmation message

Step 4: Verify Your Connection

On the Integration Management page, the Status column will now show your connected companies as Enabled.

Users with access to these enabled companies are now ready to send documents for e-signature.

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

Preparing Your Envelope

After selecting your documents, you'll prepare the envelope before sending. Within Docusign, an 'envelope' is an electronic container used to manage and send a one or more related files. It's like a physical paper envelope for letters.

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