Initial Setup

Step 1:

  1. Go to Settings and go to Attachments Tab.
  2. Click on “Create New”
  3. Fill in the details and under Integrations drop-down, select “DocuSign”
  4. Ensure that the “Include when creating new Document Requests” is unchecked.
  5. Click on Next                                                                                                                                                           


Step 2:

  1. On the next screen, upload the necessary document. The document that is uploaded in this section is the base document. All the documents that are requested for an e-signature should follow the dimensions of this document.
  2. On the next window, click on “Create New Template”
  3. Click on “Edit E-Signature Template”
  4. This will open the Docu-sign page within the ezidox iframe
  5. Place the signature and initials where necessary
  6. Click on “Save and Close” after the configuration is done

Requesting an electronic Signature - Collector

Step 3

  1. Go to the Document Request page
  2. Under “Send Attachments” tab, click on the + sign
  3. If the collector wants to request an e-signature for the document that was uploaded in step 2, the collector can simply select the document as mentioned in the below screenshot.


  •  If the collector wants to request an e-signature on a custom document, for example, the one’s pre-filled with the customer details, proceed to step 4


Step 4

  1. Toggle the e-signature to “Yes”
  2. Click on Add New



  1. In the next screen, fill in the details and under integrations, select “Docusign”
  2. Upload the relevant document of the customer to be signed
  3. Under signature Config, select the template which was initially set up in Step 2
  4. Click on Close
  5. This would open the Attachment request page
  6. Toggle the E-Signature to ON
  7. Select the document that was created now. In this example, it is Nandy_Sekar_Yard_Testing
  8. Write a message for the customer if required
  9. This would send an email to the stakeholder/customer
  10. Note: Step 1 and Step 2 are the one off set up and it need not be repeated every time.
  11. The collector will perform step 3 during every e-signature request
  12. The detailed screenshots are attached below for your reference.


Signing the Docu Sign Template – Stakeholder/Customer

  1. The customer would receive an email requesting to sign a document
  2. The customer clicks on the request, and it would take them to the ezidox customer/stakeholder portal and the customer will sign the document
  3. The collector will be notified through email as soon as the customer signs the document