Presentation on theme: "DocuSign for Google Enterprise Applications. Summary The DocuSign for Google Enterprise Applications enables new or existing DocuSign users to send, manage,"— Presentation transcript:
Summary The DocuSign for Google Enterprise Applications enables new or existing DocuSign users to send, manage, and administer from within their Google Domain. Existing Google Enterprise Application users will be able to create a new, free DocuSign Account or link their existing DocuSign account to their Google Domain. The integration allows users to: Access to DocuSign via the universal toolbar Pull attachments from email via the contextual gadget into DocuSign to send for signature Access to Google contacts while sending
Administrator Only the Google Domain Administrator may create a new DocuSign account for their domain to use. If the domain already has a DocuSign account, the Administrator of both the domain and the DocuSign account must associate the two. The Administrator is the only user that can upgrade and manage the integration.
Users All users that live under the domain will be auto provisioned an account with DocuSign when they use any of the DocuSign Integration features Users will have access to all of the same features as the administrator. You can limit user access to DocuSign by creating sub- organizations How to create an organization: http://support.google.com/a/bin/answer.py?hl=en&answer=182442 -> Click on "To turn Google Services On or Off for some users:" http://support.google.com/a/bin/answer.py?hl=en&answer=182442
Features Send with DocuSign Button in Gmail Pulls documents and recipients from the email into a DocuSign envelope DocuSign in the Universal header bar Access to DocuSign via Single Sign on throughout your Google Domain Access to Google contacts while sending a envelope DocuSign pulls your Google Contacts from your domain and presents them while sending a DocuSign envelope. Access to Google documents while sending an envelope DocuSign automatically links your Google documents to your DocuSign account giving you access while sending a DocuSign envelope
Installation In your vendor profile, shop for DocuSign via the Go to Google Apps Marketplace link.
DocuSign Listing To add the DocuSign integration, click Add it now. Click through and grant data access.
Post - Installation After successfully installing the DocuSign integration, DocuSign will be available in your Dashboard. Access the DocuSign Integration settings via the blue link
DocuSign Settings Additional setup Additional configuration Both links will take the user to the Configuration screen.
Contextual Gadget – Send with DocuSign Button The Send with DocuSign button will appear in ALL email at the footer of your message. The button will take the documents and recipients associated with the email and bring them into a DocuSign envelope for sending. DocuSign recognizes the recipient routing order and carbon copies in the email and converts them appropriately in the DocuSign envelope.
Post - Installation DocuSign will be available in the universal header bar while in your Google Domain. Clicking DocuSign will take the user to the DocuSign Console.
Configure Account When first installing DocuSign, the administrator will have the ability to setup a new account or associate an existing one. The Administrator’s Google domain email address is automatically pulled from the domain. Account’s must be created or associated with this email address.
After successfully associating an existing account or creating a brand new, free account, the administrator will have the ability to go to their DocuSign preferences, Upgrade, or Return to their Google Dashboard Configuration Page
DocuSign Preferences Preferences is where the user may alter there DocuSign settings. Social ID Login: allows the user to alter there Google Social Sign in credentials for their DocuSign account
Google Docs while Sending Your Google Docs will be available when sending an envelope with DocuSign. The connection will already have been established via Single Sign on.
Google Contacts while Sending Users may select the Address Book icon in the recipients section to pull in contacts from their Google Domain while sending a DocuSign envelope.
Free Account Accounts created with the DocuSign for Google Applications Integration will receive: 50 envelopes for the entire account. For example, all X amount of users will be able to send 50 envelopes cumulatively.