Docusign Implementation

Prerequisites:

The Big POS Implementation

Required Files:

• DocuSign Encompass Plugin [.dll]

• DocuSign Custom Data Object [.json]

Docusign Integration Setup Instructions

Please follow the steps below to complete your Docusign integration with Encompass:

1. Upload Integration Files

   • Log into Input Form Builder.

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   • Upload the provided .dll and .json files using the designated upload form.

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2. Create Document Buckets in Encompass

   • Open Encompass and navigate to the document bucket configuration.

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   • Create the following two document buckets:

     • Docusign Bucket

     • Docusign Completed

     • You should be able to type into the “Name” field and check the box for “Keep copy of original format” for Docusign Bucket

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3. Restart Encompass

   • Fully close and restart Encompass to ensure the new settings are applied.

4. Test the Integration

   • Open a test loan file in Encompass.

   • Upload a test document into the Docusign Bucket with the steps below

   • Click on eFolder

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   • Add a new Document

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   • Click OK

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     Use the “Name” Selection and go to “Docusign Bucket” for

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   • Upload test loan

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   • In the POS Dashboard, click the “Send Docusign” button.

5. Authorize Docusign Account

   • The first time you try sending, you may see an error due to missing permissions.

   • A browser window will pop up prompting you to log in with the Docusign account credentials.

   • Enter the username and password for the account you'd like to use, then click Authorize.

6. Complete the Test

   • Return to Encompass.

   • Re-upload a test document to the Docusign Bucket.

   • Try sending the document again via the “Send Docusign” button. It should now work correctly.