DocuSign integration or electronic signature signing (esign)

Zenya Allen
Zenya Allen
  • Updated

Our integration with DocuSign allows online signing of documents directly from CFPwinMan via the DocuSign website.

The whole process of sending an agreement or letter via DocuSign can be done in a couple of clicks, with the progress of each envelope easily seen through the DocuSign Envelope Status directly in CFPwinMan.

If you would like to find out more about integrating DocuSign and any associated costs, please contact Support. Click Submit a request below and complete the contact form.

With DocuSign, you're able to:

  • Prepare your document with DocuSign merge codes
  • Add a tick box and text box to your document
  • Save your document in the Letters tab to merge and send
  • Produce your DocuSign document from a Tenancy Information record
  • Sign the document on behalf of the Landlord
  • Schedule an order for the delivery of a document to each recipient  
  • Customise your message when sending a document
  • Manage a documents status to see if it's Sent, Delivered, Completed or Declined
  • Add a hyperlink into the DocuSign letter
  • Set up default settings

The following articles provide you with more information on how the DocuSign process works: