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Coupa Success Portal

Enable E-Signatures Through Adobe Sign and DocuSign

Introduction

Coupa now supports both Adobe Sign and DocuSign as E-Signature providers, for use in executing contracts within CLM Standard. In addition, the status of contracts sent for E-signatures can be tracked in flight, reducing the distribution of offline copies.

How it works

Multiple E-signature accounts for the two current providers (DocuSign and Adobe Sign) can be configured, allowing a business to offer different E-signature providers or accounts for different purposes.

First, the use of E-signatures must be enabled for the business. Admins can navigate to Setup > Company Setup > Company Information. Under System Options > Contracts, the option Enable E-signatures can be selected.

Create E-signature Accounts

Once the ability to use E-signatures is enabled, admins can create one or more provider accounts by navigating to Setup > Integrations > E-Signature Accounts. Click Link New Account (or click the pencil icon to edit an existing E-signature account).

 On the Setup page, just start typing E-Signature Accounts into the Instant Filter.

setupfilter.png

Customers who configured DocuSign E-signature accounts prior to Release 30 can still view those accounts through the previous interface for now, however that interface will be phased out later this year. DocuSign accounts configured prior to Release 29.6 need to be manually moved to the new interface. Please visit Setup > Integrations > E-Signature Accounts for instructions.

Enter the following information to create and link an E-signature account:

  • Name - enter a name that identifies your account.
  • Provider - choose the provider (Adobe Sign or DocuSign).
  • Service Account Email - enter the email used to login to the admin account of the provider you chose.
  • Require sign-in to DocuSign to view/edit envelopes (if the Provider is DocuSign) - Enable this option if senders should only be able to see signed documents to which they have access when viewing or editing DocuSign envelopes. Otherwise, senders see all signed documents available in that account, not just their own. You are asked to provide the DocuSign application URL for your account.
  • Allow adding/removing documents (if the Provider is Adobe Sign) - Disable this option if you want the legal agreement to be automatically attached to the contract when it is sent out for E-signatures, but you do not want to allow additional documents to be added.
  • Active - the account is active by default. You can un-check the box to make the account inactive
  • Content Groups - select Everyone to allow all users to select this account on a contract, or assign one or more Content Groups to limit which users can select this E-signature account.

Click Create (or Save, if editing an existing account).

You are asked to login to Adobe Sign or DocuSign, which will complete the process and redirect you back to Coupa. A green banner will display to confirm that the E-Signature provider account was activated (or re-activated, if an existing account was edited).

 For Coupa to detect Adobe Sign or DocuSign signatures, and update your contract statuses accordingly, please enable Web Hooks in your Adobe Sign account - or Connections in your DocuSign account. Your Coupa representative can provide more information, including the CLM Standard URL to enter when setting up Web Hooks or Connections.

Assign an E-signature Account to a Contract

Once an E-signature account is created, users who can access that account (based on Content Groups) can associate the account with a contract.

Navigate to Contracts in Coupa and click Create (or click the pencil icon to edit an existing contract). The E-Signature Account menu lists all of the accounts available to you. You can select No E-Signatures to opt out of E-signing for the contract you are creating or editing.

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After the contract is submitted for approval, the Summary tab of the contract shows the full approval chain for the contract in the Approvers & Signatories section. Mouse over the Contract Signing step to see a list of the people who need to sign the agreement.

adobesign-workflow1.png

After the contract is approved, the contract manager can send the contract for signatures. Click Review Signatures to go to Adobe Sign or DocuSign, where recipients/signatories can be added or removed, signature blocks can be placed within the document, and the document can be sent out for signatures.

On Coupa, the contract's Approval Chain reflects the updated list of signatories, if any were added or removed. A green check mark appears next to each signatory who has signed the contract. An hour glass icon appears next to those whose signature is still pending.

Once all signatories have signed, a check mark appears next to the Contract Signing step, and the Legal Agreement field of the contract links to a zip file including a copy of the signed document.

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