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Docusign Action

The Docusign action can be used to send a Docusign document for signature directly inside a Moxo workspace. 

The signers can open and sign the Docusign document from directly inside Moxo. If the signers have any questions, they can reach out from the workspace chat section - without ever leaving the workspace. 

Once the signers of the Docusign action provide their signatures, the action will automatically be marked as complete in the Flow section of your Moxo workspace.

Additionally, leverage advanced configuration options for dynamic placement of signature fields using Anchor Tags +.

Create a Docusign Action

The Docusign action can be added to a workspace or a template. 

To add a new Docusign action in a flow workspace:

  1. Click the ‘...’ icon in the Flow workspace and click '+ Add New Action'. 
  2. Select Docusign from the pop up box under the Integrations section. 
  3. Select a position where you want to add the Docusign action and click + Add here.
  4. If this is your first time using the Docusign action, click Connect and follow the prompts to connect to your Docusign account. This step will only be required the first time that you are using the Docusign action.



  5. Once your Docusign account has been authenticated, you will see an option to select Use a Template, Set Up Envelope with Anchor Tags, and Create an Instant Envelope. Select Use a Template if you want to use an existing signature template from Docusign, select Set Up Envelope with Anchor Tags and upload documents to set anchor tags and assignees, or select Create an Instant Envelope to set up a new Docusign envelope from scratch, upload documents and add assignees.

Use a Template

If you select Use a Template when creating the Docusign action:

  1. You will be prompted to select from one of your existing Docusign templates. Select the template that you would like to use, and enter an action title and description. If you don’t have any existing templates, then click on + Create an Envelope to create one.
  2. Upload any document to sign and add details such as title and description. Use DDR in description by clicking on the “{.}” autofill icon, to pull workspace and previous action metadata and click Next.
  3. Add the signers who you would like to sign and receive a copy of the document. Click Next to continue. If you have more than one assignee, toggle on the Signing Order.
  4. You will then be taken to a page where you can preview the Docusign document. Drag and drop the required fields.
  5. Ensure all of the information is correct and click Continue. 
  6. A new action will appear inside of the Moxo workspace and be assigned to the signers you specified.

Set Up Envelope with Anchor Tags

What are Anchor Tags?

Anchor Tags for signature fields allow users to set up dynamic placement of signature fields. This gives users the flexibility to configure the exact location for signatures within a document.

Other Key Benefits:

  • File DDR Support for Docusign: When creating a Docusign envelope, PDF form elements (such as text fields, checkboxes, etc.) are extracted and converted into the corresponding action fields.
  • Signature Placement Customization: Users can specify exact X/Y coordinates for signature field placement, making the process more flexible and customizable.
  • Send Signed Copies to Multiple Parties: The Docusign integration allows signed copies to be sent to multiple recipients, ensuring that all stakeholders receive a copy of the finalized document.

If you select Set Up Envelope with Anchor Tags  when creating the Docusign action:

  1. You will be prompted to upload a file. Upload files from desktop, library, click on “{.}” autofill icon to pull action metadata, or upload files from workspace.
  2. Upload the document that you would like signed, and enter an action title, description (Use DDR to pull workspace and previous action metadata), select a due date, and set additional options based on your requirements.
  3. Once the details are filled in, click Next to add an anchor tag.
  4. Click on + Add Anchor Tag to add anchor tags.
  5. Fill in the following tag details:
    • Anchor String: Enter anchor string text (e.g. Sign Here).
    • Type: Select the appropriate type of data field. 
    • X-Axis Offset Value: Enter the offset value for the x-axis.
    • Y-Axis Offset Value: Enter the offset value for the y-axis.
    • Offset Unit: Select from pixel, inch, mm, or cm.
    • Signer: Add an assignee using their name, email, or phone number.



  6. Once all the anchor details are set, click Add. Preview the anchor details, or select + Add Anchor Tag to add additional anchor tags. Click Next to continue.
  7. Designated signers will appear on this page. Click + Add Recipient to select users to send copies of the signed document to. Toggle Signing Order on or off and rearrange signer order as needed. 
  8. Check the Identity Verification box under each role to enable ID authentication.

    • Knowledge-Based: The recipient will answer a set of questions based on their public records. A fee will be charged per usage.

    • DocuSign ID Verification: The recipient will need to identify themselves with a valid government ID, elD or through Knowledge-Based Authentication.

    • Phone Authentication - Recipients will need to authenticate with their phone number via SMS or a phone call.

  9. Click Next to preview the action and click Send.

Create an Instant Envelope 

If you select Create an Envelope when creating the Docusign action:

  1. You will be prompted to upload a file. Please upload the document that you would like signed, and enter an action title and description. 
  2. Add the signers who you would like to sign the document. Click Next to continue. 
  3. Docusign will now load inside your Moxo portal. Once Docusign has loaded inside of the your Moxo window, drag and drop the necessary fields into your Docusign, and click Send.  
  4. A new action will appear inside of the Moxo workspace and be assigned to the signers you specified. 

The Create an Envelope option is only available when creating a Docusign action in an existing workspace. If you are creating the Docusign action in a template, you must Use a Template. 

Assignee Experience

When a user is assigned a Docusign action, they will find it in the Flow section of the workspace. Additionally, users will receive notifications whenever an action is assigned to them, and these notifications will appear in the interaction panel. 

To complete the Docusign:

  1. Click on the Docusign action and click Review & Sign.
  2. The Docusign signer experience will load directly inside Moxo.
  3. Complete the signing steps and click Finish. 
  4. The Docusign action in Moxo will automatically be marked as completed. 

 

Integration of PDF Forms & Docusign:

The integration of the PDF Form Action and Docusign creates a streamlined process that handles both non-signature forms and e-signature workflows within a single, unified system. The following steps outline how these features work together:

  1. Create PDF Form: Ensure your PDF form contains fillable fields.
  2. Enable PDF Form Action: In the Moxo platform, add the PDF Form Action to your workspace. This will allow you to incorporate the form into your workflow.
  3. Fill Out the Form: The form is filled out by the designated user. The data will be captured and made available in DDR format.
  4. Create Docusign Envelope: Navigate to the Docusign section and select the "Set up Envelope with Anchor Tags" option. Upload the filled-out form and configure signature field locations using anchor tags (i.e., identifying where the signature field should appear in the document).
  5. Set X/Y Coordinates: Specify the X/Y coordinates for precise placement of the signature field. This can be measured in inches, pixels, millimeters, or centimeters, depending on your preference.
  6. Send for Signature: Once the envelope is configured, the document is sent to the designated signer(s) for review and signature.
  7. Return Signed Document: After the document is signed, it is returned to Moxo for final processing and storage.