2. eSignature (Doc Management)

Centerbase Document Management includes an integrated eSignature solution. Customers with existing DocuSign accounts may request eSignatures directly from any document(s) within the Documents section.
In order to enable this, users must first authenticate with their DocuSign account within User Settings > E-Signature Tools (1). Select “Enable Signature with DocuSign” and click on the “Authenticate with DocuSign” button. This will open up DocuSign in a new window, where users must log in and agree to connect their account with Centerbase.
At this time, there is no functionality attached to the “Enable Signature with Centerbase Sign” option.

Once successfully authenticated, users can start using Centerbase’s eSignature solution. Within a Matter, users can select one or more documents to be added to an eSignature request. To do so, users can either click the Request button under the “E-Sign” column (1) or select multiple documents and click on the “Request Signature” button at the top (2).

Once clicked, users will see a pop-up (1). Within that pop-up, users can view the added documents, remove documents or add additional documents to the eSignature request (2). Users may also optionally add the primary recipient's name and email address (3). When ready to send, users must click the “Send Request” button. This will open up an eSignature draft within DocuSign, where users can complete the request. Once sent, users can see the status of an eSignature request in the E-Sign column.

All eSignature functionality is also available within the “Doc Management” section within Matters.

For more information, see Centerbase Document Management Overview