DocuSign is a feature of Mercury that allows you to electronically send a Word document to have it digitally signed, pages initialed or a checkbox ticked by the recipients.
Note: If using Docusign via Mercury 5 or Mercury Nexus you are using the Connective Docusign Account. You will not have access to login using our account in order to retrieve Docusign Audit Certificates. If you require an Audit Certificate you will need to sign up for a Digital Signature service yourself.
You can send a Word document to 1 or more recipients to:
- provide their electronic signature.
- electronically initial each page.
- tick a checkbox.
Once complete, the document is automatically stored in the Attachments section of the Opportunity. Please Note: Only one (1) document can be actioned in Mercury, at a time
Clients will not be able to login to Docusign from Hong Kong, Russia, China or the Ukraine as the ip addresses from these nations are blocked for security reasons.
- Go to the Attachments section of the Opportunity.
- Select the file that you want to send for Docusign
- Click on the Docusign button
- Add the person to sign the document
- Select the email template to use
- Click Next
- Click Send
In order for the Docusign to work properly. Please use the Docusign version of the document that the clients will need to sign.
Docusign in Nexus will be grayed out when you select a non Word Document format.