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DEMO : DocuSign for QuickBase
DOCUSIGN FOR QUICK BASE
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DEMO : DocuSign for QuickBase - Add DocuSign Setup Info
 
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DocuSign setup instructions
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Vendors Contracts Resources DocuSign Management DocuSign Recipients Document Templates Document Subtables Contract Details DocuSign Setup Info DocuSign Setup Recips Recipient Tags Client Add-ons Add-ons QBOE Integration Mapping QBOE Integration Logs Employees DocuSign setup instructions Add-ons-Pricing Quotes
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DocuSign Setup Info

Add DocuSign Setup Info

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Create a new Quickbase user by entering his/her email address, first name, and last name below:

Email address:
First Name:
Last Name:
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DocuSign for Quick Base Questionnaire

Please provide the following information to help us expedite your DocuSign for Quick Base application setup.
After you save this record, you will not be able to edit it on this form. We limit access to this table, allowing add record permission only.
This is done to secure the data you enter so that no one but us will have access to it.

Click to see a sample setup record
Info about you and your Application
 *
 *
 *

You MUST have a DocuSign account to use our DocuSign for Quick Base add-on.
You can continue with this setup but you must sign up for at minimum a DocuSign Business Professional Plan subscription. This is a separate cost and not controlled by Juiced.
Pricing info can be found here: DocuSign Pricing

When registering with DocuSign use an email address that you will send the emails out from. ie contracts@mycompany.com

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Sample Document Info
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Recipient Info

SIGN-OFF Type
Send via Email:This is the typical setup and is used to send documents to your clients via EMAIL for sign-off.
Captive Signing:This is used when the person signing off is a Quick Base user and clicks the button to sign off themselves. This can also be used to have a client sign off in person but not as secure as In-Person signing.
In-Person:This setup is used when you want the sign-off to take place in-person or face to face instead of via email. ie. Your SalesRep in the field wants the client to sign-off during their face to face sales call.

 *



In the grid below enter the following info for EACH recipient
(RECIPIENT: anyone who needs to receive the document via DocuSign - signer and/or cc)

Name Field: What field in your QuickBase table stores the NAME of the Recipient.
Email Address Field: What field in your Quick Base table stores the Email Address of the Recipient.
Recipient Action: What action will the recipient perform within DocuSign
Recipient Action 2: What additional action, if any, will the recipient perform within DocuSign
Order: Enter a Numeric value for the order in which they will receive the DocuSign email
**For IN-PERSON Signing - the recipient info needed below should be for the Sales Rep or the person presenting the document for signature, NOT the person that will be actually signing the document.

DocuSign Email Message Info

When DocuSign sends the email(s) to your recipients, you can customize the subject and message. Enter that info here...

 *
 
Return from DocuSign
FILES to RETURN
 *

How do you want the returned files to be named in Quick Base?

 *
DATA to RETURN
 
DocuSign Envelope Variables

DocuSign will send reminders to ALL recipients until the envelope is completed or voided. Tell us how you want the default values to be setup. (they can be changed later on)

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 *
 *
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Notes and Comments
Sample Email Message from DocuSign
Here is a sample email message sent from DocuSign. This may help you understand some of the above questions
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Can I annotate fields to indicate their intended use?

Yes. You can provide "Help" to your users for any field:

1. On any page in your application, click "Customize" then "Fields". If it is a multi-table application, select the table.

2. Click the "Edit" button next to the field for which you want to add an annotation.

3. In the "Help" text input box, enter text that will assist your users, and click "Save".

Your text will appear when the user hovers over or clicks on the question mark icon next to that field on the Add Record and Edit Record pages.
 
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We're glad you're interested in doing more with Quickbase!

Now we need to make you official before you share apps or manage your account.

Verifying your email lets you share Quickbase with others in your company.

Your work email
Your company
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The total process of navigation and page load: ()

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You've made changes to this DocuSign Setup Info. Do you want to save these changes before going to the next screen?
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Print the report as a table
Print one DocuSign Setup Info per page ( total)
Using the form:
Print as much of the timeline as fits on a single page
Print the timeline over multiple letter-size pages in landscape orientation
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    Fields in:

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    Name for the new table:
    Items in the new table are called:

    When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

    • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
    • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

    Read more about converting a column into a table.


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