DocuSign for Google Enterprise Applications v1.0 November 18, 2011.

DocuSign for Google Enterprise Applications v1.0November 18, 2011

Summary• The DocuSign for Google Enterprise Applications enables new or

existing DocuSign users to send, manage, and administer from within their Google Domain.

• Existing Google Enterprise Application users will be able to create a new, free DocuSign Account or link their existing DocuSign account to their Google Domain.

• The integration allows users to:• Access to DocuSign via the universal toolbar• Pull attachments from email via the contextual gadget into DocuSign to

send for signature• Access to Google contacts while sending

Administrator• Only the Google Domain Administrator may create a new DocuSign

account for their domain to use.• If the domain already has a DocuSign account, the Administrator of

both the domain and the DocuSign account must associate the two.• The Administrator is the only user that can upgrade and manage the

integration.

Users• All users that live under the domain will be auto provisioned an

account with DocuSign when they use any of the DocuSign Integration features

• Users will have access to all of the same features as the administrator.

Features• Send with DocuSign Button in Gmail• Pulls documents and recipients from the email into a DocuSign envelope

• DocuSign in the Universal header bar• Access to DocuSign via Single Sign on throughout your Google Domain

• Access to Google contacts while sending a envelope• DocuSign pulls your Google Contacts from your domain and presents

them while sending a DocuSign envelope.• Access to Google documents while sending an envelope• DocuSign automatically links your Google documents to your DocuSign

account giving you access while sending a DocuSign envelope

Installation

In your vendor profile, shop for DocuSign via the Shop the marketplace link.

DocuSign Listing

To add the DocuSign integration, click Add it now.

Click through and grant data access.

Post - Installation

After successfully installing the DocuSign integration, DocuSign will be available in your Dashboard.

Access the DocuSign console via the green link.

Access the DocuSign Integration settings via the blue link

DocuSign Settings

Additional setup

Additional configuration

Both links will take the user to the Configuration screen.

Contextual Gadget – Send with DocuSign Button

The Send with DocuSign button will appear in ALL email at the footer of your message.

The button will take the documents and recipients associated with the email and bring them into a DocuSign envelope for sending. DocuSign recognizes the recipient routing order and carbon copies in the email and converts them appropriately in the DocuSign envelope.

Post - Installation

DocuSign will be available in the universal header bar while in your Google Domain. Clicking DocuSign will take the user to the DocuSign Console.

Configure AccountWhen first installing DocuSign, the administrator will have the ability to setup a new account or associate an existing one.

The Administrator’s Google domain email address is automatically pulled from the domain.

Account’s must be created or associated with this email address.

After successfully associating an existing account or creating a brand new, free account, the administrator will have the ability to go to their DocuSign preferences, Upgrade, or Return to their Google Dashboard

Configuration Page

DocuSign Preferences

Preferences is where the user may alter there DocuSign settings.

Social ID Login: allows the user to alter there Google Social Sign in credentials for their DocuSign account

Google Docs while Sending

Your Google Docs will be available when sending an envelope with DocuSign. The connection will already have been established via Single Sign on.

Google Contacts while Sending

Users may select the Address Book icon in the recipients section to pull in contacts from their Google Domain while sending a DocuSign envelope.

Free Account• Accounts created with the DocuSign for Google Applications

Integration will receive:• 50 envelopes for the entire account.• For example, all X amount of users will be able to send 50 envelopes

cumulatively.

Known Issues and Workarounds• The contextual gadget (Send with DocuSign button) is not available

on iPads and other tablets. This is a known Google bug.• In order to circumvent this:• URL Parm ?ui=2