NLS 5.15 and later
NLS can be used to generate documents to be signed electronically using DocuSign. A DocuSign account is required to use this service.
Set Up NLS for DocuSign
Go to Setup > eSignature Platform.
Enter credentials for the DocuSign account then click OK to relaunch NLS.
Creating a DocuSign Document Template
Documents sent through DocuSign must be a PDF file. When working with Word merge documents, convert it to PDF prior to importing it into NLS.
The following keywords, enclosed within backslashes (\), in a document will be embedded with DocuSign entry fields when the document is processed by DocuSign. Up to five individual signers can be embedded in a document using the numeric designation.
|n1 - n5||Recipient’s printed name.|
|d1 - d5||Date the document was signed.|
|s1 - s5||Signature of the recipient.|
|i1 - i5||Initial of the recipient.|
Sample Document with Word Merge Fields and DocuSign Keywords
The DocuSign keyword can be hidden from view by setting its font color to white. In the Sample Document, the keyword used for Co-Signer 1 and Co-Signer 2 are set to white.
Once the document has been created and saved as a PDF, it will need to be added to NLS as a document template. See Installing the Document Templates on how to install document templates in NLS.
Set the template type to Loan Origination and document type to PDF.
Click then click Options in the Advanced setting dialog and select Send generated documents to DocuSign.
Creating a Task for DocuSign
The installed DocuSign document template is linked to a task so that the document is sent to DocuSign when the task is completed.
Go to Setup > Task Setup > Relationships and add a Relationships Template valid at Task View.
Click in the Rules tab to create a rule to Print a document.
Click document and select the DocuSign document template installed previously.
Click Next to finish creating the rule.
Right click on RELATIONSHIPS and add a contact relationship code to the relationships template so that a recipient of the DocuSign document may be assigned to the task.
Assign the newly created relationship to a task template. When a new task is created, a Documentation item will be created in the task’s relationship tab for DocuSign.
Add a contact to which the DocuSign document is to be sent. Make sure the contact has a full name and a valid email address entered in the database.
Click Send To DocuSign to send the document to the recipient. Click OK when the Print dialog appears.
Once the document is submitted to DocuSign the Status will change to Sent and an Envelope ID field will be populated.
|0||Not Submitted||The document has yet to be submitted to DocuSign.|
|1||Sent||The document has been sent to all recipients but not necessarily viewed by all recipients.|
|2||Delivered||All recipients have viewed the document but not necessarily signed the document.|
|3||Completed||All recipients have viewed and signed the document.|
|4||Declined||At least one recipient has declined to sign the document.|
|5||Voided||Sender has voided the document.|
Voiding a Document
Once a document is sent, the Void button will become available. A document can only be voided while the status of it is either Sent or Delivered. A document cannot be voided once it has been Completed.
DocuSign Status Updates
As recipients view and sign the document, DocuSign will update the status of the sent document. This status update also occurs to the database in the background and a rule may be used to alert a user when a status update occurs. The following example will display a message when a DocuSign callback results in a status update.
Go to Setup > Loan Setup > Rules.
Click and select Run script in Step 1. Click script and enter a script that will show a message when a update occurs.
msgbox “DocuSign status update.” + CSTR(NLS_ACTIVE_TASK_REFNO)
Select after DocuSign callback in Step 2 then click Next.
Expand the Advanced tree in Step 3 and select where SQL Statement returns at least 1 row. Click SQL Statement and enter the following statement:
select docusign_status from dbo.global_verification where docusign_status >=0
Enter a name for the rule in Step 4 and click Finish.