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2ContentsSugar Connector to DocuSign Guide


Table of Contents

Part I Introduction 3................................................................................................................................... 31 Introducing DocuSign for SugarCRM

Part II Installation 5................................................................................................................................... 101 Upgrading

Part III Configuration 13................................................................................................................................... 131 Configuring the DocuSign Module

................................................................................................................................... 182 Adding the DocuSign Dashlet to a Module's Intelligence Pane

................................................................................................................................... 223 DocuSign User Settings

................................................................................................................................... 234 DocuSign Dashlet Tabs

................................................................................................................................... 255 Note Name

................................................................................................................................... 276 DocuSign Sweeper (SugarCRM Scheduler Job)

Part IV Usage 32................................................................................................................................... 321 Send a Document

................................................................................................................................... 372 Send Multiple Documents

................................................................................................................................... 393 Review Status of Sent Documents / Envelopes

Part V Additional Information 42................................................................................................................................... 421 Contact Information

................................................................................................................................... 422 Technical Support

................................................................................................................................... 433 End-User License Agreement (EULA)

Index 46

IntroductionSugar Connector to DocuSign Guide 3


1 Introduction

1.1 Introducing DocuSign for SugarCRM

Features and Benefits

Increase productivity

Sending a document for electronic signature is simple using DocuSign for Sugar 7. Just

drag and drop the DocuSign dashlet on any object, including custom objects, and click the

“Send with DocuSign” button. The DocuSign dashlet is included by default on the Account,

Contact, Lead, Opportunity, and Quote objects. Then, use the familiar DocuSign interface

to specify recipients, define signing workflow, edit tags, and send the envelope from Sugar

7. View real-time updates on the status of DocuSign envelopes, and view signed

documents automatically attached back to the originating record in Sugar 7.

Increase revenue

Designed for sales, there’s nothing new to learn with DocuSign. Documents are auto-

routed to the right people, with reminders and expiration times. Decision makers can

review & approve a contract within minutes. Signed agreements are legally binding &

backed by a court-admissible audit trail DocuSign warrants compliance with the December

1999 Federal ESIGN Act, which established a Community framework for the use of

electronic signatures on electronic contracts in the United States. DocuSign’s advanced

signature is ready and legal to accelerate the speed of business.

Gain more control and visibility into the process

DocuSign provides an audit trail of edits, and notifies every signer when a contract is

changed. This helps streamline a negotiation, reduce errors, shorten the sales cycle and

IntroductionSugar Connector to DocuSign Guide 4


lower cost. With DocuSign, you see in real-time who has received, reviewed and signed a

contract.

Take advantage of customization opportunities

DocuSign is a platform designed and built for flexibility. DocuSign can be easily configured

or customized to integrate with nearly any business process. DocuSign ships a complete

set of APIs along with documentation and a world class SDK to make extending any

workflow a breeze.

See also:

Installation

Configuration

Technical Support

InstallationSugar Connector to DocuSign Guide 5


2 Installation

Download the DocuSign Package

Point your browser to SugarExchange: https://sugarexchange.sugarcrm.com

Search for "DocuSign":

Download the DocuSign module package to be installed from the Sugar Connector to

DocuSign page. The file name that will be downloaded will follow this format:

DocuSign vX.X.X.zip

Uploading the DocuSign Package to Sugar

In the Developer Tools section of the Administration page, click on Module Loader:

https://sugarexchange.sugarcrm.com



After the Module Loader page displays, we will be using the Module Upload panel to

access and upload the package to be installed.

Click the Choose File button in the Module Upload panel to open a file selection dialog.

Within the Open dialog, navigate your local computer to the folder containing the DocuSign

v1.x.x.zip module package. In the following example, we have the DocuSign v1.x.x.zip

package in the Downloads folder:



Click on the DocuSign v1.x.x.zip file, and then click Open button (or simply double-click

the file) to get the file selected in the Module Upload panel.

After selecting the file, click the Upload button to complete the upload process.

After the file has been uploaded, the package will appear in the Uploaded Packages panel:



Installing the DocuSign Package

After the DocuSign package has been uploaded into Module Loader, it must be installed

for the package's contents to work in your SugarCRM instance.

Providing that you've followed the steps above for uploading the DocuSign package, it will

be available to install. Click the Install button on the Uploaded Packages panel.

SugarCRM will take you to a Ready To Install screen. Here you can read the License and

Readme documentation as required. If all is acceptable, select Accept radio button and

then click Commit to start the installation.

The next page displays a progress bar showing the percentage of completion as it is

processing the installation. When fully completed, a completion notice will be displayed.

NOTE: If there were any errors during the installation, they will be displayed along with an

explanation of why they occurred. If there were no errors, you will see 100% and the

following link and message:



After clicking Back to Module Loader, Sugar will display the Module Loader page. The

Installed Packages panel shows the installation was successful:

In the System section of the Administration page, click on Repair > Rebuild JS Grouping

Files:

After the JG Grouping Files rebuild is complete, press <Ctrl+F5> to force a browser

refresh.



The DocuSign installation is now complete!

2.1 Upgrading

To upgrade the DocuSign module to a newer version, the older version needs to be

uninstalled. After completing the uninstallation, the newer version can be installed

following the Installation instructions.

Uninstalling the DocuSign module

In the Developer Tools section of the Administration page, click on Module Loader:

After the Module Loader page appears, locate the DocuSign for SugarCRM x.* in the

Installed Packages panel and click the Uninstall button:



When the Ready To Uninstall page appears, select the option: Do Not Remove Tables, and

then click Commit:

After the completion, Sugar will display that module was successfully uninstalled. Click

Back to Module Loader so the old package can be deleted.

On the Module Loader page, the uninstalled package will appear in the Uploaded Packages

panel. Click Delete Package to remove it from Sugar:

To complete the uninstallation, press <Ctrl+F5> to force a browser refresh.

Installing the DocuSign module



To install the latest version of the DocuSign module, please follow the Installation

instructions.

ConfigurationSugar Connector to DocuSign Guide 13


3 Configuration

Configuring the DocuSign Module

Adding the DocuSign Dashlet to a Module's Intelligence Pane

DocuSign User Settings

DocuSign Dashlet Tabs

Note Name

DocuSign Sweeper (SugarCRM Scheduler Job)

3.1 Configuring the DocuSign Module

In Sugar, click your user name on the User Menu in the upper right of Sugar and select

Admin:

This opens the Administration page. Scroll down to locate the DocuSign section and click

the DocuSign Settings link:

Sugar will display the DocuSign Configuration Settings page. Select Production from the

Set DocuSign API Environment drop-down:



PLEASE NOTE: If you are using a DocuSign Developer Account for testing or

development, select Demo from the Set DocuSign API Environment drop-down. If you

are not using a Developer Account and would like more information about obtaining

one, please visit the DocuSign Developer Center to get started:

https://www.docusign.com/developer-center

For configuring use with a DocuSign Developer Account, select "Demo" from the Set

DocuSign API Environment drop-down:

Also for first time users, the "Remove..." buttons do not need to be used. However, these

two buttons can be used to clear user data in SugarCRM as required. If this is the case,

click the Remove all DocuSign Envelope Status Records and/or the Remove DocuSign

Login Information for All Users button(s) and the cleanup takes place when the Save

button is clicked.

Adding a DocuSign Dashlet to the Sugar Home Page

Click on the Sugar Cube icon to get to your Home page in Sugar:

https://www.docusign.com/developer-center



At the upper right of the Home page, click the down arrow to select the Edit command:

Locate where you would like to insert the DocuSign Dashlet and click on the Add a Row

frame:

Next, click the Add a Sugar Dashlet frame:

On the Add a Sugar Dashlet page, click the DocuSign link:



The following configuration screen will appear. The DocuSign name may be edited or left

as the default. Click the Save button to add the DocuSign Dashlet to the dashboard:

The resulting DocuSign Dashlet will appear. Click the Configure DocuSign link:

Click Save at the upper right of the page:



IMPORTANT: DocuSign Account/Configuration Notes

The initial configuration should be for the DocuSign account owner. Once this master

DocuSign account is configured in Sugar, all other Sugar users can configure their own

DocuSign user accounts in Sugar using the same process documented here and then

can use the DocuSign features. If the DocuSign owner account is not configured in

Sugar, a message informs the user to contact their administrator.

To configure the DocuSign account, move back to the new DocuSign Dashlet. Clicking the

Configure DocuSign link will display the DocuSign Credentials dialog. Enter your

credentials and click OK or use the Create a new DocuSign Account link to create a new

account.

CONFIGURATION / TROUBLESHOOTING NOTE:

If the login credentials fail, please check these items:

1. Attempt a login directly into DocuSign to test that the credentials being used are

valid.

2. Be sure that the correct Set DocuSign API Environment is selected.

3. It is possible that a firewall may be blocking domains / IP addresses for the

DocuSign Service. Please visit this URL for more information:

https://trust.docusign.com/en-us/trust-certifications/whitelist/ and correct as

necessary.

https://trust.docusign.com/en-us/trust-certifications/whitelist/



After the DocuSign account has been entered and validated, the Sugar Home page will

refresh and a Summary of Your DocuSign Envelope Statuses for All Objects will display in

the DocuSign dashlet:

The DocuSign configuration is now complete!

3.2 Adding the DocuSign Dashlet to a Module's Intelligence Pane

Now that DocuSign is installed and configured, this section will guide you through adding

the DocuSign Dashlet to a module's Intelligence Pane. The instructions that follow can be

used for any of these three modules: Accounts, Contacts, and Opportunities. In this

example, we'll add the DocuSign Dashlet to the Accounts module.

Start by selecting the module. Click on the module name to open the List View and the

Intelligence Pane.



If the Intelligence Pane is not displayed, click the arrow (pointing to the left) located at the

upper right of the List View page:

This is a screenshot of the Accounts module List View with Intelligence Pane displayed

(the Intelligence Pane is shown here enclosed in a red frame for clarity):

At the upper right of the Intelligence Pane, click the down arrow to select the Edit

command:

Locate where you would like to insert the DocuSign Dashlet and click on the Add a Row

frame:



Next, click the Add a Sugar Dashlet frame:

On the Add a Sugar Dashlet page, click the DocuSign link:

The following configuration screen will appear. The DocuSign name may be edited or left

as the default. Click the Save button to add the DocuSign Dashlet to the dashboard:

The resulting DocuSign Dashlet will appear:



Click Save at the upper right of the page:

Repeat this process as required to add the DocuSign Dashlet to the Intelligence Pane on

other modules.

The admin user can login from a DocuSign dashlet after the configurations are complete.

Click the DocuSign User Settings tab in the dashlet and click Log In to open the DocuSign

Credentials dialog:



After a successful login, the menu options: Add to DocuSign and Send with DocuSign will

be available on the Documents sub-panel (i.e., these will not appear unless the

configurations are completed). NOTE: The DocuSign dashlet must be added to the

Accounts module Detail View's Intelligence Pane to be available as shown here:

The New Envelope tab (available only on record view dashlets) will be missing if the user

is not logged into DocuSign:

3.3 DocuSign User Settings

The DocuSign User Settings menu has the following options:

· Switch Accounts

A pop up window is displayed when selecting this option. You will be able to select one of

the accounts related to the same email address/password combination:



The behavior is similar to the DocuSign Switch Account option:

- The current user that is logged in will be displayed along with their email address.

- The Log Out option will disconnect the current user from DocuSign.

3.4 DocuSign Dashlet Tabs

DocuSign tabs were created for DocuSign dashlet. These will be available for each view as

follows:

DocuSign dashlet from Sugar Home Page:



The DocuSign dashlet on the Sugar Home Page will have only 2 tabs:

· Overview tab: With the general chart and the counter for each status.

· Statuses tab: All envelopes added to DocuSign will be displayed with the details related

to each envelope: Envelope status, subject, date created, and name.

The DocuSign dashlet from a List View will have only 2 tabs:




Examples:

o The DocuSign dashlet from the Account List View page will offer an overview for all

envelopes sent from Accounts.

o The DocuSign dashlet from the Contacts List View page will offer an overview for all

envelopes sent from Contacts.

The DocuSign dashlet from a Record View will have 3 tabs:




· New Envelope tab: Available only on the record view DocuSign dashlets.

Examples:

o The DocuSign dashlet from Account Record View will show all envelope statuses sent

from the current Account.

o Statuses should roll up from Contacts to the parent Account so the DocuSign dashlet

from Account record view will offer an overview of the envelopes sent from the current

Account + the envelope statuses sent from the related Contacts.

o The DocuSign dashlet from Contact Record View will show all envelope statuses sent

from the current Contact.



The Add to DocuSign action available on the Documents sub-panel will send the document

to New Envelope tab that will show the entire list of added documents:

3.5 Note Name

The Note name created upon each status transition was changed to: 'DocuSign envelope

sent':



DocuSign Envelopes on Document Record View

Each document can be tracked within the DocuSign Envelopes section of each document

record view:

DocuSign Envelopes

Each new envelope created will be registered within the DocuSign Envelopes module.

The DocuSign Envelopes module can be accessed from DocuSign Statuses tab when

pressing on the hyperlink which can be found on the Name column:



On the record view you can find relevant details related to the current envelope:

· Envelope ID

· DocuSign Envelope ID: The ID of the record from which the user sent the envelope.

· Envelope Status: The current status of the current envelope (created, sent, delivered,

completed, voided, and declined).

· Subject: The email subject.

· DocuSign Parent Record: The name of the record from which the user sent the envelope.

· Envelope URL

· Created By: The Sugar user that initiated the envelope.

3.6 DocuSign Sweeper (SugarCRM Scheduler Job)

The following instructions are for configuring a scheduled job in SugarCRM. The purpose

of this job is to check with DocuSign for any envelope updates and update SugarCRM by

setting the envelope status and by writing a note related to the envelope about any

envelope status change.



Create the Scheduler Job in SugarCRM

From the User Menu drop-down, select Admin > Scheduler (in the System section):

SugarCRM will open the Schedulers page and display a list of the scheduled jobs. In the

navigation bar's module tabs, use the Sugar Scheduler drop-down to select Create

Scheduler:

SugarCRM will open the page used to create the scheduler job. Fill the form in as follows:

Job Name = DocuSign Sweeper

Job = DocuSign Sweeper (select this from the drop-down)

Status = Active

Advanced Options: (leave this unchecked)

Interval: Set to Every "15" "Minutes" for all days (or greater). PLEASE NOTE: Setting

this to a value that is "less than" 15 minutes is not recommended and may cause

envelopes and statuses to not be returned as expected (this is due to an API polling

compliance). This is especially true when there is a lot of activity within your

organization's DocuSign account.

After populating the fields, click the Save button to save the job and start it running.



This next screenshot shows how the job looks in its Detail View after saving it (please

note the Job Log sub-panel initially displays "No data" in the Job Name column):

After a short time, the Job Log shows the Job Status as "queued" (not shown here) and

then "running" as shown:



After the job completes, the Job Log shows the Job Status as "done":

The job is set to keep running and as shown in the next screenshot, it is queued again to

run. The Job Log sub-panel display recent execution history.

To access the job at a later time to review its settings or its logs, go back into the

Schedulers List View by clicking on the Sugar Scheduler drop-down and selecting

Schedulers:

The Sugar Scheduler List View displays. Click on the DocuSign Sweeper link in the

Scheduler column and the DocuSign Sweeper Detail View will open.

UsageSugar Connector to DocuSign Guide 32


4 Usage

Send a Document

Send Multiple Documents

Review Status of Sent Documents/Envelopes

4.1 Send a Document

To send a document from SugarCRM, the document needs to be linked to a module (i.e.,

Accounts, Contacts, etc.). Go to the module having a linked document that needs to be

sent. In the Documents sub-panel, if the document is not already linked, create a new

document record or link an existing document from the Documents module.

From the document record's Actions drop-down, select Send with DocuSign:

The DocuSign editing windows will appear:



The next steps are to add recipients, a message, tags, and send he document.

Adding Recipients

Click the To button (or recipient field to the right of the To button) to open the Recipients

and Routing dialog. Use this dialog to enter or select the recipients of the document being

sent.

Add a recipient by entering their email address and name in the appropriate fields (see blue

frame in the image) and clicking the Add Signer button. Recipients can also be added from

the Address Book by clicking the address book icon to make the Address Book dialog

open. Make the appropriate selection from the Address Book drop-down and then select

the recipient(s) you want to send the envelope to and click the Add button.



If there are multiple recipients, you can change the routing order in which the recipients

receive the envelope and perform signing.



Click Done to save the recipient list. (NOTE: The list of recipients can be edited if needed

by clicking the To button or by clicking within the recipient list to open the Recipients and

Routing dialog.)

Adding a Message

Click the Message button (or message field to the right of the Message button) to open

the Email Message dialog. Use this dialog to edit the email subject line and to add an

email message (optional).

There is also the availability to "Customize email and signing language for each recipient".

Click the hyperlink and set the desired language from the drop-downs.

Notes can be added for specific recipients. To add a note for a specific recipient, select

the recipient from the drop-down and click the Add button. Type the note and then click

Done.

Adding Fields

After adding recipients and email messages, the fields to instruct your signers to provide

their signatures need to be added to the document (other items may also be added to the

document) . You can add specific signing fields for each recipient.



Select the recipient you want to add fields for:

From the list of fields in the left window, drag and drop the fields as needed onto the

document (in this example the Signature and the Full Name fields were placed onto the

document):

After inserting the fields as desired, click the Send button to send the document t the

recipients to be signed.

NOTE: You may optionally use the Preview, Save Draft, or Discard Changes commands for

the document.



What the Recipient Recieves

When the recipient receives the document to be signed as configured in the prior example,

it will appear as shown here:

And after signing, the document will look appear as shown here:

4.2 Send Multiple Documents

When multiple documents need to be sent/signed, the additional documents are added to

the Documents list prior to sending them to the recipient(s). Preliminary steps are

required before adding additional documents and those steps are described in the topic:

Send a Document.

Once the initial document is ready to be sent, other documents can be added. These

additional documents can also contain fields like signature requests, names, dates signed,

etc.

Adding Additional Documents

Within the DocuSign window, click the Documents button at the top of the Documents list window.

This will open the Documents for Signature dialog.

Click the Browse from my Computer or the Choose and Online Document button to open a

browse dialog (not shown) that is used to select the document to be added.



After selecting a document, it is added to the Documents for Signature dialog as shown here

in the red frame. The documents can be reordered if desired. After adding one or more additional

documents, click the Done button.

Click on a newly added document to add fields for signing and others as required (see:

Send a Document). In the following example, this document is setup to go to two

recipients and require signatures from each of them. After the additional documents are

ready to be sent, click the Send button (or use the other available options like Save Draft

or Discard Changes).



4.3 Review Status of Sent Documents / Envelopes

The Overview and the Statuses tabs on the DocuSign dashlet display information

regarding the status of documents/envelopes.

Overview tab

The Overview tab incorporates a doughnut chart. On the dashlet, directly below the chart,

is a key to what is being displayed. The colored icons contain a number representing the

quantity of each specific status type as shown here:



Description of statuses:

· Created: The envelope has been created in SugarCRM but has not been sent.

· Sent: The envelope has been sent out of SugarCRM but not delivered to the recipient.

· Delivered: The envelope has been delivered to the recipient.

· Completed: The recipient completed the signature signing.

· Declined: A signer for the document has declined to sign it.

· Voided: The sender canceled the document before it was completed. Recipients can no

longer view or sign the document. Voided documents appear in your sending account as

voided. You can still view and print the document, though it has a "VOID" watermark..

· All: This is the total sum of all statuses.

Statuses tab

The following image is an example of what appears on the Statuses tab. This tab contains

more details for each of the envelopes and are displayed in a list view. Clicking the link in

the Name column opens the envelope record in the Document Envelope module

DetailView.

Additional InformationSugar Connector to DocuSign Guide 42


5 Additional Information

5.1 Contact Information

UpCurve Cloud

19 Spear Road, Suite 101

Ramsey, New Jersey 07446

Phone: [201]760-2565

Toll free: [800]775-8378

Fax: [201]760-2563

Web: https://www.upcurvecloud.com/

5.2 Technical Support

For Technical Assistance:

Visit DocuSign for their list of Frequently Asked Questions:

https://www.docusign.com/faq

DocuSign Support Center:

https://support.docusign.com

If technical support is needed for this installation, please feel free to write to us at:

[email protected]. Please include as much information as possible regarding

your issue and supply full contact information so we know who to contact when we

respond. Thank you!

https://www.upcurvecloud.com/

https://www.docusign.com/faq

https://support.docusign.com

mailto:[email protected]



5.3 End-User License Agreement (EULA)

END USER LICENSE AGREEMENT

This copy of Sugar Connector to DocuSign ("the Software Product") and accompanying

documentation is licensed and not sold. This Software Product is protected by copyright

laws and treaties, as well as laws and treaties related to other forms of intellectual

property. UpCurve Cloud or its subsidiaries, affiliates, and suppliers (collectively

“UPCURVE CLOUD") own intellectual property rights in the Software Product. The

Licensee's ("you" or "your") license to download, use, copy, or change the Software

Product is subject to these rights and to all the terms and conditions of this End User

License Agreement ("Agreement").

Acceptance

BY DOWNLOADING, INSTALLING AND/OR USING THE PRODUCT, YOU ARE AGREEING TO

BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TERMS

OF THIS AGREEMENT, DO NOT DOWNLOAD, INSTALL AND/OR USE THE PRODUCT.

License Grant

This Agreement entitles you to install and use one copy of the Software Product in

conjunction for a single licensed copy of SugarCRM. You may additionally install and use

the Software Product on multiple test or development instances of SugarCRM as provided

by your SugarCRM license For further information regarding multiple copy licensing of the

Software Product, please contact:

Attention: Licensing Address:

UpCurve Cloud

19 Spear Road

Ramsey, NJ 07446

USA

Phone Number: +1.201.760.2565

E-mail Address: [email protected]

Restrictions on Transfer

mailto:[email protected]



Without first obtaining the express written consent of UPCURVE CLOUD, you may not

assign your rights and obligations under this Agreement, or redistribute, encumber, sell,

rent, lease, sublicense, or otherwise transfer your rights to the Software Product.

Restrictions on Alteration

You may not modify the Software Product or create any derivative work of the Software

Product or its accompanying documentation other than for the purpose of using this

derivative work on your own licensed SugarCRM instance. Derivative works include but are

not limited to translations. You may not distribute a derivative or altered version of the

Software Product for any other purpose than specifically allowed in this agreement.

Disclaimer of Warranties and Limitation of Liability

UNLESS OTHERWISE EXPLICITLY AGREED TO IN WRITING BY UPCURVE CLOUD,

UPCURVE CLOUD MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED, IN FACT OR

IN LAW, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OF

MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OTHER THAN AS SET

FORTH IN THIS AGREEMENT OR IN THE LIMITED WARRANTY DOCUMENTS PROVIDED

WITH THE SOFTWARE PRODUCT.

UPCURVE CLOUD makes no warranty that the Software Product will meet your

requirements or operate under your specific conditions of use. UPCURVE CLOUD makes

no warranty that operation of the Software Product will be secure, error free, or free from

interruption. YOU MUST DETERMINE WHETHER THE SOFTWARE PRODUCT

SUFFICIENTLY MEETS YOUR REQUIREMENTS FOR SECURITY AND

UNINTERRUPTABILITY. YOU BEAR SOLE RESPONSIBILITY AND ALL LIABILITY FOR ANY

LOSS INCURRED DUE TO FAILURE OF THE SOFTWARE PRODUCT TO MEET YOUR

REQUIREMENTS. UPCURVE CLOUD WILL NOT, UNDER ANY CIRCUMSTANCES, BE

RESPONSIBLE OR LIABLE FOR THE LOSS OF DATA ON ANY COMPUTER OR

INFORMATION STORAGE DEVICE.

Governing Law, Jurisdiction and Costs

This Agreement is governed by the laws of New Jersey, without regard to New Jersey's

conflict or choice of law provisions.

Severability



If any provision of this Agreement shall be held to be invalid or unenforceable, the

remainder of this Agreement shall remain in full force and effect. To the extent any

express or implied restrictions are not permitted by applicable laws, these express or

implied restrictions shall remain in force and effect to the maximum extent permitted by

such applicable laws.

IndexSugar Connector to DocuSign Guide 46


Index- A -additional 37

address book 32

administration 10

agreement 43

- B -Browse from my Computer 37

- C -Choose an Online Document 37

commit 10

completed 39

configuration 13, 18, 22, 23, 25, 27

configure 13, 18, 22, 23, 25, 27

contact information 42

created 39

credentials 13

- D -dashlet 18, 23

dashlet tabs 23

declined 39

delivered 39

developer tools 10

document 32, 37, 39

documents 32, 37, 39

download 5

- E -email message 32

end-user 43

end-user license agreement 43

envelopes 25, 39

EULA 43

- F -fields 32

- I -installation 5

Intelligence Pane 18

introduction 3

- L -license 43

login 13

- M -message 32

module loader 5, 10

module upload 5, 10

multiple 37

- N -notes 25

- O -order 32

- R -rebuild 5

recipients 32

record view 25

review 39

routing 32

- S -scheduler 27

scheduler job 27

send 37

send document 32

IndexSugar Connector to DocuSign Guide 47


send multiple 37

signature 32

signer 32

status 39

statuses 39

switch accounts 22

- T -technical support 42

- U -uninstall 10

uninstallation 10

UpCurve Cloud 42

upgrade 10

upload 5

user settings 22

- V -voided 39

- W -whitelist 13