DocuSign provides everything you need to manage electronic agreements within your organization. Most notably, DocuSign’s Agreement Cloud offers eSignature, a way to sign documents electronically on nearly any device.
Risk Cloud seamlessly connects with DocuSign to keep historical records in a centralized location and automate your document requirements. This integration includes features such as populating a Docusign document with pre-filled fields right from Risk Cloud, triggering DocuSign email notifications, DocuSign form sign-off, email notifications with signed documents, and more.
This integration allows you to create a DocuSign document from a Risk Cloud record. You can ensure accuracy in your documentation by pre-filling forms and these forms can match your established fields in your Risk Cloud Application. Once the document is signed and completed, the DocuSign Envelope will attach to the Risk Cloud record for safekeeping. You can even customize this integration with the help of LogicGate’s Integration Services team to suit your unique business needs.
Requirements: DocuSign license