Sending Documents from DocuSign
1.
Create an envelope.
2.
Upload the documents and apply the template.
3.
Specify the workflow and recipients.
4.
Specify the storage location information.
(1) Check that the values of Business Item ID and Link Setting Name are correctly specified in the [business] and [setting] fields, respectively.
(2) Enter the key value for the case in the [Case ID] field.
Note
- Be careful not to include any spaces before or after the values.
- For Business Pro Edition, enter the information in the document custom field.
5.
Enter the values to link with FUJIFILM IWpro File Management in each custom field.
Example:
| Custom Field | Value |
|---|---|
| business | business20241225121530 |
| setting | Contract Management Link |
| Case ID | XX006 |
| Evidence Name | Order Form |
| Order No. | T001 |
| Order Date | 2024/12/25 |
| Order Total (excluding tax) | 539,250 |
| Quotation Number | M001 |
| Original Storage Location | In DocuSign |
6.
Click [Save and Close].
7.
Send the envelope.
8.
After this, the recipient will sign the contract.