Docusign Integration

[sven]

Hi @Nikhil,

Silverfin has an integration with Docusign (more info here, Dutch article though), or you can always check the Silverfin Marketplace which integrations are all possible.

keep in mind it is required to contact the partner (Docusign) to activate the needed settings first

However, if this question relates to how make your custom (text) templates (such as legal texts) work with any e-signing integration, please check these cases for it (which you already found one of them):

CASE: make signatures work with any digital signing integration

As we’ve seen from this case, it is possible to make sure signatures can work with digital signing integrations: This is done by adding sign markers tags, which allows for an integration to “print” (for a lack of a better word) their signing mechanism on the generated PDF from Silverfin. However, we need to be sure that the digital signing matches on our PDF. There’s a limited space available in our legal texts for example in the signatures section, which the signing integration should respec…

CASE: implement digital signatures into templates

If you want to offer your customer to sign certain documents digital (and by documents, I mean templates in Silverfin), you can now do so in Silverfin with this code that has to be added before or after the signature(name): {% signmarker name:name_of_object %} where name_of_object is how your object is called in your template. For instance: in our text template of the general meeting you’ll find this now: {% assign aantal_kolommen = 2 %} {% stripnewlines %} {% newline %} | {% for i in …