2.1. How to Send a Document for Signature

Using SignatureBridge is as easy as knocking on the front door to a house. SignatureBridge walks you to DocuShare and knocks on their door. DocuShare opens the door and lets you in. Once your document is sent through DocuSign, SignatureBridge walks you back to Netdocuments and the exchange is complete.  Here's a video showing you how it works:

SignatureBridge- How to Use

Step 1: Select the document(s) you wish to send for signature, RIGHT click and select “Send to application”. Alternatively, in the document details, you can select More/Group Options > Send to application.

Step 2: NetDocuments will pop up a window (keep an eye out to make sure your browser lets the pop up open). The documents you selected will appear in the “Marked Documents”. Now click on the blue hyperlink “Trumpet SignatureBridge”.

• Note: If you realize you’ve selected the wrong document then you will need to hit “Clear List” then “Close” and reselect your documents.

Step 3: SignatureBridge will launch and ask you how you will be logging in to DocuSign. Choose the appropriate selection and proceed to log in to DocuSign with your regular credentials (as opposed to earlier having to use admin logins). Now you are in DocuSign and an Envelope has been prepared with the documents you’ve selected.

ALERT: If you upload additional documents through this screen, then they will NOT be individually filed or tracked in your NetDocuments, however, they will be combined in the final Envelope, which will be filed. 

Step 4: Add recipients, their role in the signature process (needs to sign, receive copy, etc) and any personal notes that you may want. Once complete, go to the very top right corner and select Next >.

Step 5: Now the documents have been sent! SignatureBridge will display the Envelope details. Select “View in NetDocuments” to take you back to NetDocuments and view all related documents to that Envelope. Or if you’d like to navigate to DocuSign then you can select “View in DocuSign”. “Synchronize” allows you to manually tell SigBridge to check to see if there were any changes made to the document.

What happens now?

Within NetDocuments you can now see that the documents are checked out and [Awaiting Signature]. This status will change as signers sign the document. You will also see that there is a new document which holds the entire Envelope, including any additional documents you added through DocuSign. This will also appear as checked out, and this is where the signed documents will be saved. You will find that your original documents are Related to this Envelope document.

Once all required signatures have been fulfilled, SignatureBridge will check the document back in as signed and you will receive an email from Docusign alerting you. Note that SignatureBridge synchronizes automatically every 30 minutes, or manually at any time through the portal. As the documents are checked in, you will find that their label will change to say [Signed], but you will need to open the Envelope document to see the signed copies.

Note: If you need to access the SignatureBridge portal to manually synchronize your docs or view pending documents in general you can access your portal by returning to your SignatureBridge portal: https://signaturebridge.trumpetinc.com