Electronic signature by itself is not difficult, per se, but the desired workflow can make the signature integration more challenging. Here are several different approaches to consider in the design of your e-sign workflow.

• Straight To DocuSign
• Submit and Validate, Then Sign
• Submit and Redirect To Sign

Straight To DocuSign

If your forms-based process results in a form that is ready to sign, then the process is straight-forward.

1. User completes the form details.
2. User clicks the SIGN button and fills in the needed data for the e-sign popup window.
3. User clicks the SEND button and the form is sent to DocuSign* to start the signing ceremony.
4. DocuSign sends out email notifications to the each signer and recipient in order.
5. Each recipient signs and completes the process.
6. Final signed document is available for download from DocuSign.

This process may be most applicable to smaller organizations or business processes that don't require electronic validation and processing before signing a document.
*The steps to prepare the PDF and XML for DocuSign via the QuikESignTransport are still performed.

Submit and Validate, Then Sign

If you need to validate and process the form prior to signature, then this basic workflow may serve your needs.

1. User completes the form details.
2. User clicks the SUBMIT button on the form to send data to a server for processing.
3. Server receives, validates and processes data, then replies with next step for user.
4. If next step is to sign, then user clicks the SIGN button and fills in the needed data for the e-sign popup window.
   1. If next step is to not sign, then customer decides next steps (e.g. redirect to a new page, print form, wait for approval, etc.)
5. User clicks the SEND button and the form is sent to DocuSign* to start the signing ceremony.
6. DocuSign sends out email notifications to the each signer and recipient in order.
7. Each recipient signs and completes the process.
8. Final signed document is available for download from DocuSign.

This process allows for forms and related data to be validated and processed before signing. For example, an account can be opened or approved prior to signature.
*The steps to prepare the PDF and XML for DocuSign via the QuikESignTransport are still performed.

Submit and Redirect To Sign

If you need to validate and process the form prior to signature, and sign the document at a later date using your own process, then this basic workflow may serve your needs.

1. User completes the form details.
2. User clicks the SUBMIT button on the form to send data to a server for processing.
3. Server receives, validates and processes data, then replies with next step for user.
4. User is redirected to a new web page and provided status of the workflow.
5. When ready, the customer's server creates and sends the DocuSign envelope*.
6. DocuSign sends out email notifications to the each signer and recipient in order.
7. Each recipient signs and completes the process.
8. Final signed document is available for download from DocuSign.

This process allows for forms and related data to be validated and processed before signing. For example, an account can be opened or approved prior to signature.
*The steps to prepare the PDF and XML for DocuSign via the QuikESignTransport are still performed.