Background for DocuSign eSignature

For Anthology Student, you can set up eSignature with DocuSign. This helps you to manage contract eSignatures.

Faculty Workload sends the approved contract to the faculty member via email. The DocuSign eSignature platform will allow faculty members to receive and sign contracts.

Prerequisites

You must have:

  • A license for DocuSign

  • Defined flows to automate the eSign process in Microsoft Power Automate for DocuSign with Integration Key details. For more information, refer to Integration with Microsoft Power Automate.

  • To configure e-sign using DocuSign, two solutions must be imported:

    1. DocuSign Custom Connector Solution
    2. Faculty Contract Management with DocuSign Solution

Important:  To avoid errors during the setup of DocuSign, we recommend importing and configuring the DocuSign Custom Connector before importing the Faculty Contract Management with the DocuSign Solution.

Details for Contract Signature

You can define the signature information when you configure the Faculty Contract Templates (Select the Configuration tile > locate Faculty Workload > select Faculty Contract Templates.)

The signature tags for DocuSign are auto-placed. The text is used as the label for the placement of the Signature and Date fields in the contract template. This will be updated in the Configuration section of the Faculty eSignature invite with DocuSign flow.

The same Signature and Date fields must be placed in labels, else DocuSign will add details to the contract.

DocuSign Fields
AnchorTextForSignature
AnchorTextForDate

For example, below is the contract template with DocuSign tags.

Shows contract template for DocuSign.

For more information, refer to https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/auto-place/ . Contact your DocuSign representative if you have questions.

Details for Contract Acceptance/Rejection/Delegation

Once the faculty member receives the contract, the faculty member can use DocuSign to accept/ reject/delegate the contract. If the faculty member wants to:

  • Accept the contract: Open the document, select Continue, specify the required fields, such as sign and date, and select the Finish button.

    Once the faculty member has accepted the contract, it cannot be rejected. Faculty members can only view and download the accepted contract.

  • Reject the contract: Open the document, select Continue, select Other Options > Decline to sign, and specify the reason for refusal in the Decline to Sign dialog box. Select the Decline to Sign button.

    Once the faculty member has rejected the contract, it cannot be accepted again.

  • Delegate the contract: In the contract mail received, select Review the Document to open it. Select Continue and select Other Options > Assign to Someone else and specify the name, email address, and the reason for assigning to someone else. Select the Assign button.

For more information on how to delegate, refer to https://support.docusign.com/s/document-item?https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=yca1573855023892&topicId=uin1573855010064.html&_LANG=enus.

Contact your DocuSign representative if you have questions.