Documents that have been added to the Provider Documents Tab can be sent out for electronic signature using the integration with DocuSign. Only files up to 25MB can be sent to DocuSign and completed attached documents up to 5MB can be sent to emails by DocuSign to recipients.
NOTE: In order to utilize this feature, your firm must be connected to DocuSign within Neos Integrations.
To send a document to DocuSign®:
From within the Documents tab list view of a Provider, hover over the desired document and click the down arrow to the right of the Details button. Click Send to DocuSign®.
On the Request Document Signature window, select the Signers and enter a Subject for the email. The File name will display by default.
NOTE: An email is sent from Neos to the selected signers via DocuSign. Ensure the necessary email address has been added to the corresponding person/company within Neos.
Click the Send to DocuSign® button.
NOTE: If the DocuSign integration is disabled, an error banner will display stating that the integration is not enabled when the Send to DocuSign® button is clicked.
A new DocuSign® tab will open in your browser with the document. Use the left pane to insert the fields needed for this document.
Click the File name of the signed PDF to view it in your firm's SharePoint.