Source: https://joinfinn.com/integrations/docusign

# Docusign

## Docusign + Finn.

Docusign integration with Finn. Docusign manages electronic signatures and the preparation and tracking of business agreements.

Business function: Workplace operations.

## What you can do with Docusign.

Docusign manages electronic signatures and the preparation and tracking of business agreements.

### Carry a sales agreement through signature and onboarding

Finn completes agreement administration from approved deal terms to the customer handoff.

**Typically handled by:** Sales operations coordinator

**Starts when:** The deal owner approves the final agreement and signer list.

#### What Finn handles

1. Read the approved Salesforce terms and populate the correct Docusign template without changing negotiated language.
2. Confirm recipient roles and routing, then send the authorized envelope and its signing instructions.
3. Track recorded recipient actions, resolve routine delivery problems and follow the agreed reminder schedule.
4. Retrieve the completed agreement, attach it to Salesforce and start the approved onboarding project in Asana.

**The result:** The signed agreement is stored with the deal and the customer has a recorded onboarding handoff.

### Complete a supplier agreement and purchasing handoff

Finn handles contract routing and recordkeeping after procurement and legal approve the agreement.

**Typically handled by:** Procurement contract coordinator

**Starts when:** A selected supplier's agreement is approved for execution.

#### What Finn handles

1. Collect the final document and authorized supplier and company signers from the Coupa contract record.
2. Create and send the Docusign envelope with the approved signing order and required attachments.
3. Follow incomplete signatures and obtain the contract owner's decision if a signer requests changed terms.
4. Save the completed agreement to SharePoint and update Coupa with the executed document and effective dates.

**The result:** Procurement has an executed supplier agreement and current contract records ready for the authorized purchasing process.

### Run an approved offer-signature process

Finn coordinates an employment offer's paperwork while hiring and compensation decisions stay with HR.

**Typically handled by:** Recruiting coordinator

**Starts when:** The hiring team approves an offer and compensation terms.

#### What Finn handles

1. Read the approved Greenhouse offer and populate the authorized Docusign offer template.
2. Confirm the candidate's recipient details and send the envelope under the employer's approved process.
3. Track the candidate's response and route negotiations or changed terms to the recruiter for a decision.
4. When the envelope is completed, file it in the restricted HR workspace and start the approved Workday onboarding handoff.

**The result:** The offer has a recorded candidate response and an evidenced transition into onboarding when accepted.

### Complete nondisclosure agreement administration

Finn handles a standard NDA request from intake through signed-document delivery.

**Typically handled by:** Legal operations coordinator

**Starts when:** An authorized employee requests a standard approved NDA.

#### What Finn handles

1. Collect the parties, purpose and recipient details, and select the legal team's approved template.
2. Route deviations or unusual counterparties to legal before sending; use the standard path for eligible requests.
3. Send the authorized Docusign envelope and follow delivery, corrections and reminders through its recorded status.
4. Store the completed NDA in SharePoint, send the parties their approved copies and close the tracked request.

**The result:** The NDA request closes with an executed agreement and an accessible record of the approved parties and purpose.

### Run a policy acknowledgment campaign

Finn coordinates required employee acknowledgments without treating acknowledgment as a substitute for understanding or training.

**Typically handled by:** HR policy administrator

**Starts when:** HR approves a revised policy and its acknowledgment audience.

#### What Finn handles

1. Read the approved policy, employee list and deadline from Workday and the restricted SharePoint workspace.
2. Prepare Docusign acknowledgment requests with the correct document version and authorized recipient details.
3. Send the approved requests, follow incomplete delivery and route questions about policy meaning to the HR owner.
4. Archive completed acknowledgments and publish a restricted completion report with remaining requirements identified.

**The result:** HR has acknowledgment evidence for the exact policy version and a current list of unresolved requests.

### Take a contract amendment through execution

Finn coordinates a permitted contract change without silently replacing the original agreement.

**Typically handled by:** Contract administrator

**Starts when:** The contract owner approves an amendment's terms.

#### What Finn handles

1. Read the original agreement and approved amendment, then confirm which parties must sign the change.
2. Prepare the Docusign envelope with the amendment and the required context for the signers.
3. Send the authorized request, track signatures and return any requested term changes to the contract owner.
4. Store the executed amendment alongside the original and update Salesforce or Coupa with the approved effective changes.

**The result:** The agreement history contains the signed amendment and the business record reflects its approved effect.

### Close a batch of authorized customer forms

Finn handles high-volume form administration from an approved recipient list to completed records.

**Typically handled by:** Customer operations administrator

**Starts when:** A business process requires a defined group of customers to complete an approved form.

#### What Finn handles

1. Read the authorized customer list and form requirements from Salesforce, excluding people outside the process.
2. Prepare the correct Docusign requests with known fields and the required customer-entered information.
3. Send approved envelopes, track completion and ask customers to resolve incomplete or invalid required details.
4. File completed forms in SharePoint and update each Salesforce case with its recorded outcome and remaining exceptions.

**The result:** Each customer case has a completed form or a specific unresolved requirement, with no assumed signatures.

### Resolve a stalled agreement and preserve its history

Finn completes the administrative recovery of a delayed envelope under the agreement owner's instructions.

**Typically handled by:** Agreement operations specialist

**Starts when:** An envelope is undelivered, overdue or blocked by a recipient correction.

#### What Finn handles

1. Read the Docusign envelope history and identify whether the problem concerns delivery, recipient details or disputed terms.
2. Confirm corrected recipient information with the authorized owner and apply permitted administrative corrections.
3. Resend or remind according to the approved process; obtain an explicit owner decision before voiding or replacing an agreement.
4. Record the final signed, declined or voided result and synchronize the related Salesforce or Coupa record.

**The result:** The agreement has a truthful final status and a preserved history, rather than an unexplained stale signature request.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Docusign.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

[All integrations](https://joinfinn.com/integrations)

[Discuss this integration](https://joinfinn.com/contact)

[Discuss your workflow](https://joinfinn.com/contact) · [How it works](https://joinfinn.com/demo/app/#/w/borough/overview) · [Get started](https://joinfinn.com/app/#/signup)