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eZSign DocuSign for Support

Send and keep track of documents you need to be e-signed.

평점 없음

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설치

21

호환:

Support

개발자

Eteg

The eZSign app, developed by Eteg Technologies, directly integrates your account DocuSign into Zendesk Support environment to create and view documents without leaving the platform. Send envelopes directly and collect electronic signatures in a few minutes with this integration.

To enable this integration you must have an Docusign account.

Docusign is a platform that allows the preparation, sending, management and signing of documents digitally, with the guarantee of their legal validity.

When integrated with Zendesk Support, through the eZSign app, you can send envelopes directly from the ticket in your Zendesk account by uploading documents you have (no prior configuration on Docusign is required) or using templates. Templates fields can be automatically filled with data saved in the ticket.

Key features/characteristics of the Docusign integration for Zendesk:

  • Send envelopes directly from Zendesk: send documents for electronic signature directly from your Zendesk account. It is not necessary to interrupt the workflow for access to Docusign and submission through the platform.

  • Take advantage of templates already set up in Docusign: use the templates that you already have set up on Docusign for direct submission by Zendesk. Previous creation or adaptation of templates on the Docusign platform is required.

  • Automatically fill data into documents with Zendesk data: create custom documents using the option to create Docusign templates and ticket details.

  • Speed up sending envelopes by uploading documents: send envelopes from uploading documents. Little or no configuration is required on the document.

  • Track the status of documents: through the app it is possible to track the status of the sent envelopes: stand-by, completed, etc. The registration of the sent envelopes is available in the app inside the ticket used to send that envelope, registering the shipments by ticket, as soon as the ticket is updated.

설치 방법

  • As a Zendesk administrator, in Zendesk Marketplace, click the Install button to set up the eZSign application.

  • During the installation, click on the authentication link: you will be directed to the Docusign account and must authorize the connection between the platforms.

  • In the app management you can enable role and group restrictions by defining which groups and roles can have access to the app.

  • Finish installing the app by clicking the Install button.

For more information on how to use the app, access our knowledge base

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