{"id":52884,"date":"2022-12-21T17:24:46","date_gmt":"2022-12-21T17:24:46","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=52884"},"modified":"2024-07-30T10:26:48","modified_gmt":"2024-07-30T09:26:48","slug":"docusign-integration-2","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/docusign-integration-2\/","title":{"rendered":"Using DocuSign (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong> and <strong>Case Workers<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through using the Docusign integration with our case management app<\/h2>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">You will need an active subscription with DocuSign to be able to benefit from Osprey&#8217;s DocuSign integration.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Clients will need access to the client web portal to be able to sign in and review any pending signature requests.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Logging in<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To sign into DocSign, left-click Case Management. This will load the Documents tab.<br>Select a word document you wish to request a signature on, and select Request Signature (DocuSign)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"613\" height=\"100\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-174.png\" alt=\"\" class=\"wp-image-60849\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-174.png 613w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-174-300x49.png 300w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A pop-up window will appear, asking for you to sign into DocuSign.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"514\" height=\"547\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/image-111.png\" alt=\"\" class=\"wp-image-52904\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-111.png 514w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/image-111-282x300.png 282w\" sizes=\"auto, (max-width: 514px) 100vw, 514px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Complete signing in, and once completed, you will see the DocuSign Request Signature window.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Sending a Request<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After you have initially signed in, you will be taken directly to the DocuSign Request Signature window when requesting a signature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A list of any clients or linked associates will be available to select. Confirm any additional required signers, and click Send.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1907\" height=\"946\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Docusign-app-usage.gif\" alt=\"\" class=\"wp-image-52906\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Signing a Document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Document will then be available from the Client Web Portal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Client will need to sign in and navigate to the DocuSign area.<br>Any pending requests, as well as completed requests, will be visible to Sign or View respectively.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1907\" height=\"946\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/Docusign-app-usage-portal.gif\" alt=\"\" class=\"wp-image-52918\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the document has been signed by all signees, the completed document will then be uploaded as a PDF into the matter history.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/docusign-app-pdf-view-1024x554.png\" alt=\"\" class=\"wp-image-52920\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/docusign-app-pdf-view-1024x554.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/docusign-app-pdf-view-300x162.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/docusign-app-pdf-view-768x415.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/docusign-app-pdf-view-1536x830.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/docusign-app-pdf-view.png 1911w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will take you through using the Docusign integration with our case management app You will need an active subscription with DocuSign to be able to benefit from Osprey&#8217;s DocuSign integration. Clients will need access to the client web portal to be able to sign in and review any pending signature requests. Logging in [&hellip;]<\/p>\n","protected":false},"author":5315,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-52884","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using DocuSign (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through using the Docusign integration with our case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/docusign-integration-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using DocuSign (App) - Osprey Approach Customer Support &amp; 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