DocuSign Integration – R12

NOTE: DocuSign is retiring Basic authentication and enforcing OAuth2.0. Please refer to DocuSign Authentication Using OAuth2.0 for more information.

Overview - DocuSign Integration

Note If your Cloud URL needs to be updated, please see DocuSign Integration URL Update for Cloud.

The CMiC DocuSign integration provides the easiest and most robust Enterprise electronic signing solution. Layered on top of CMiC ECM (Enterprise Content Management), the solution allows users to quickly prepare documents for signing by selecting project documents and specifying recipients. Then with the click of a button, the documents are locked and transmitted to DocuSign’s eSignature transaction management platform. Recipients are notified to complete the signing process in DocuSign. After completing the signing process, the signed document, with signatures, is made available in CMiC as a new revision. 

Note CMiC’s DocuSign integration supports Single Account authentication. For setting up multiple accounts, please refer to the Multiple DocuSign Accounts section of DocuSign Setup.

Watch this video to learn more about how DocuSign works!

This seamless CMiC eSigning solution simplifies the signing process by:

  • Allowing quick document selection.

  • Specifying recipients either from Project defaults or contacts.

  • Keeping track of both the unsigned and signed versions of the document.

  • Providing the complete signing history.

  • Applying version control.

To get started using the DocuSign tool, refer to the following helpful links: