Author Fatima ezahra

Sending documents for electronic signature is now available on HEFLO thanks to integration with the third-party electronic signature tool: DocuSign. This integration allows you to create, send and receive your online documents securely when executing automated processes. In this article, we will walk you through each step: from integrating the […]

In this article we will see how to configure a process to create an envelope containing a document to sign with a verification step before sending it to DocuSign. We use this example process to demonstrate this configuration: When the user creates a work item for this process, he must […]

You can track the status of envelope signatures using two widgets: the “Recent Items” and “Metter” widgets. Recent Items widget The recent items widget will display the last modified envelopes of production work items. To configure this widget: Create or open the page where you want to add this widget […]

You can indicate on your document where you want DocuSign to include certain actions. You must then add a “meta tag”. This information is made up of the recipient’s role on DocuSign and an “anchor” which is the action he should perform. The logic of constructing this meta tag is […]

In this article we will see how to configure a process to send a document template from DocuSign to sign. We use this example process to demonstrate this configuration: When the user creates a work item in this process, the system then sends a piece of information to DocuSign, called […]

In this article we will see how to configure a process to send a document to be signed on DocuSign. We use this example process to demonstrate this configuration: When the user creates a work item for this process, he must first insert the desired document(s) into a “Files Upload” […]

In this article we will see how to configure a process to send a report generated in HEFLO to be signed on DocuSign. We use this example process to demonstrate this configuration: When the user creates a work item in this process, he must first generate a report in the […]

In this article we will show how to associate a DocuSign account with your HEFLO environment. Configure DocuSign integration Go to the page: “Manage Environment”. Click on the button: “Document signature”. Choose “DocuSign” in the signature provider selector. Then click on the “+” button. You must then provide various information. […]