Cognidox DocuSign plug-in

Getting started with the Cognidox DocuSign plug-in

This article explains how to get the Cognidox DocuSign plug-in up and running with your Cognidox installation. Just follow the simple steps and watch the linked videos below.

If you want more detailed instructions, along with information on using the plug-in to sign documents, check out the online help:

Before you start

You'll need the following:

  • A working production DocuSign account (it will save time if you're already logged in).
  • The Cognidox DocuSign plug-in should be installed (on hosted systems, it will already be installed, but disabled).

1 - Link your Cognidox and DocuSign accounts

This video explains how to get DocuSign talking with your Cognidox server:

2 - Configure Cognidox user rights

This video explains how to allow users to work with DocuSign requests. It covers using security profiles and document types to control document signing, and displaying the DocuSign portlet. 

3 - Reviewing and signing documents

This video explains how to use standard DocuSign anchor tags to make a document signable with the Cognidox DocuSign plug-in. It then goes through the process of reviewing and signing.

4 - Using Templates in Cognidox with DocuSign

This video explains how to use a Cognidox template to generate a document that can be sent via DocuSign for signing by multiple recipients. This is a great example of combining several areas of Cognidox functionality to achieve your aims. Here's an overview of the basic process:

  1. Save an existing file (in this case, an NDA document with embedded DocuSign anchors) as a new approved issue in a specific Cognidox template category. 
  2. Set up a link from the category where new NDA documents will be created, so Cognidox knows where to find the NDA template. Configure template inheritance settings.
  3. Create a new document number in the NDA documents category, then create a new document from the template. Edit the document, add it as an issue, and approve it (only PDFs of approved issues can be signed by DocuSign).
  4. Create a DocuSign signing request. Review and send it from the DocuSign portlet on your home page. Any signatories now need to action the signing request (sent via email).
  5. Follow the signing progress in the DocuSign portlet. Once signed, you can open the document from the Document Details page and see the result.

Now check out the video: