The Docusign integration is available for the following paid Trust Center plans: Foundation Growth, Advanced, and Enterprise.
Overview
For organizations currently using Docusign for NDA purposes, SafeBase's Docusign integration can be used to integrate directly with existing legal workflows.
If an NDA is required before access is granted to the Trust Centers' confidential information, a user requesting access will be presented with a Docusign NDA.
Note: This integration works with all paid Docusign plans.
Setup
As an organization member with the Admin role, from within the Trust Center.
Navigate to Settings > NDA > Docusign
Click Connect
Log in to Docusign; users will be asked to approve SafeBase.
Note: It is recommended to use an integration user/service account. The account needs to be able to approve the Docusign OAuth connection and have access to the desired Template(s) that will be used for the NDA.
Select a template in Docusign
Select the NDA template in Docusign that will be used for outreach.
If a Docusign template does not exist, see the Docusign Templates Setup Guide and take note of the template's requirements in order to function in SafeBase.
Note: Many SafeBase customers utilized pre-signed NDAs for convenience.
SafeBase only supports standard templates. If using Powerforms, please recreate the NDA using a standard template.
SafeBase supports the following fields: Signature, Name, Company, and Title. SafeBase cannot guarantee the behavior of any unsupported fields, and including other fields could result in undesired behavior.
Note: Role names are case sensitive; ensure they match exactly as they do in this help article.
In the template creation step:
Create a role called
Signer(note the capital S)Leave the Name and Email fields empty.
This enables the ability to drop placeholder blocks in the document e.g. Company, Title, etc.
The Name and Email will autofill if using Standard Fields.
The open source Universal NDA can be customized if an NDA template does not currently exist
Click the Next button
Drag the Signature, Name, Company, and Title into the template
Click Save and Close.
The template will now be available to select in the SafeBase NDA Settings.
Test the NDA Flow
Manually create a new account
Navigate to Accounts in the Trust Center
Click the + button, located in the top right of the Accounts Table
Add a Company Name & Email Domain
Set the NDA Provider to Docusign
Add a Recipient Name and Email
Click Create Account
The invited user will receive an email from Docusign to complete the NDA.
Note: This email will show the from name, reply-to name, and reply-to email as the name and email address of the Docusign user who made the integration in SafeBase. Further, the body of the email will show that user's name and email address.
Once signed, the user who signed the Docusign NDA will receive an email stating that the NDA has been completed.
A second email will also be sent from SafeBase letting notifying the user that access has been granted to the Trust Center.
Note: When a user completes this in Docusign, both the user and Trust Center admins will receive a notification from Docusign indicating that the document has been completed.
Resending a Denied NDA
Occasionally, an NDA may be denied due to incomplete or incorrect details submitted by the requester. When this happens, you can resend the NDA through one of the following methods:
Using Docusign: Access the envelope settings within DocuSign to locate the denied NDA and resend it. This process allows the original NDA to be resent to the initial recipient without altering any details.
Using SafeBase: Log in to your SafeBase account and edit the account details to update the NDA recipient. Once the recipient's information is updated, a new NDA will be generated, and Docusign will automatically send out a new envelope to the updated recipient. Please note that this process does not automatically void the previously created envelope.
Miscellaneous
If needed, recipients can re-assign the Docusign envelope to a colleague that is authorized to sign on behalf of the organization.
When the 2nd recipient completes the envelope, the original requestor will receive an email confirming that the NDA has been completed, and both recipients will receive a copy for their records.
If the NDA displays as not having been sent, try to verify the following:
The integration user has access to one or more Docusign templates, and one has been designated as the default one.
Ensure that there is a role called
Signerwith the name and email fields left blank in the configuration.
If additional signers are required, ensure that the role, name, and email fields have a value.
If any of these are blank, the envelope will fail to send.
To streamline the user experience, we recommend using a pre-signed document to speed up the process.
You must choose a different default NDA provider before you can disconnect Docusign.
If an NDA is denied due to incorrect information, you can resend it using Docusign or by updating the recipient details in SafeBase, triggering a new envelope to be sent. Ensure the original envelope is addressed if needed.
Troubleshooting
If an NDA envelope fails to send, it may be an indication of an authentication issue in the Docusign integration. You can see the status of the NDA within the Account's details screen.
Go to Settings -> NDA. Click the gear icon at the far right of the Docusign row. If the Template header shows in red, and the dropdown is not clickable, you will see a message that says, "You do not have any Docusign templates available. Please create an NDA template in your Docusign dashboard in order to proceed." In this case:
Click the
Xor "Cancel" button to close out of the modal.Change your "Default NDA option" dropdown value to something other than Docusign.
At the far right of the Docusign row, click the three-dot icon, and click "Disconnect integration."
Reauthenticate Docusign.
