This article shows how to use DocuSign with Unity® Entity Management.

Unity® Entity Management can integrate with DocuSign to send documents directly from an Entity record to DocuSign.  Once complete, a copy of the signed document will also be added to the Entity record in Unity Entity Management. 

If the firm does not have a DocuSign account, users can use UnitySign which enables users to send one document at a time for signature to stakeholders and is a free option within the platform.  

1. Navigate to the Entity and select the Documents tab to view all documents that have been generated for this Entity
2. Click in the box to the left of the document you want to send for signature.  With DocuSign, you can send multiple documents for signature at once.

3. Click on the dropdown menu and select Sign with DocuSign.

4. Use the regular process to add required information such as Signature Blocks, Initials, or Dates

5. Once the document(s) have been sent in DocuSign, the Status of the documents in Unity® Entity Management will also appear as Sent

6. When the documents have been signed, a pop-up notification in the bottom left-hand side of Unity Entity Management will appear and the Status of the Document will show Completed.  Note, this can be changed in Settings.
7. Additionally, the Bell icon in the top right-hand corner will store an additional notification with more details on the documents that have been returned from DocuSign
8. All documents that are signed via DocuSign are recognizable PDFs, which means once they are moved into the Virtual Minute Book, users can search through the documents.