DocuSign

Our DocuSign integration is available for clients with Quote Builder or a Full Management System. 
If you do not already have this activated in your system and are interested, please contact us. 

DocuSign Integration - Quick Run Through

Click below to watch a walk through video on how to use your DocuSign feature.
Watch Video

For Management Clients Only

Linking FrontRunner to your DocuSign Account

Go to System Settings > DocuSign to log in and link to your DocuSign Account. 

You can un-link and re-link should you need to down the road. 

Packages

A Package is a grouping of forms you wish to send to the family for them to fill out digitally. You can also create a Package for a single form. 

There are two ways to create a new package:

Method 1:
  1. On the main Form menu tab (under Arranging Director) and on the Frequently Used Form list within a case file, each of your forms will display a 'Create E-Sign' link. By clicking that button and selecting the name of the deceased you want to send the form for, it will create a Package with that document for that deceased case.
  2. No that the package is created, open the case file you had selected the document form and go to the DocuSign tab on the far left menu.
  3. Within this tab you will see all documents you have created for this case file.
  4. Click Send.
  5. Choose a recipient contact from the drop down or click Add if needed.
  6. If adding new, fill out the information then save.
  7. Before sending, you can either let DocuSign detect the fields or you can manually select where you want the signing fields.
    * We suggest that if you are sending a document for Signature, that you select the Manual option.
  8. If you select Manually Select Signing Fields you will see a green message at the top of the page after clicking save, so that you can open DocuSign and select where the signature field will site on the page. Once you click Send on this page, your document is officially sent to the recipient. 

Method 2:
  1. System Settings > DocuSign > Packages.
  2. Enter a title in "Add New Package Name".
  3. Click Add New.
  4. Your new package will appear below in the saved list.
  5. Click Documents.
  6. Upload files from your computer.
  7. This allows you to send multiple forms to a contact.
Some forms in the Frequently Used Forms list within a record may not have the E-Sign button, but the button may be available in the full forms listing.
  1. Click "Arranging Director" at the top, then "Forms" on the left.
  2. If the form you need still does not have the E-Sign button, the system has not detected any signature fields on the document. Contact our support team to have the form edited to include the signature fields that you require.

Summary

System Settings > DocuSign > Summary.

This section of the system shows who the forms have been sent to. You can check the status, Resend or Download.

Recipients

System Settings > DocuSign > Recipients.

This section shows the contacts. You can add/edit/remove.
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