Before you start

You need the relevant signing permissions and a connected DocuSign account. Sandbox envelopes are for testing.

Step by step

  1. Open the saved NDA and review the current revision. Confirm party names in the signature blocks.
  2. Add the signers and check their names, email addresses and company representation. Review the signing order.
  3. Review the transfer confirmation before preparing the document in DocuSign. The PDF and recipient information are transferred to the configured account.
  4. In DocuSign, review recipients and signature fields. Sending invitations is a separate consequential action; check the document and recipients before sending.
  5. Return to Restore Intelligence to follow the recorded signing status and available signed-document or certificate actions.
Local product previewClick to enlarge ↗
Assign each signer to the right company

Local signing preview. Use Represents company to assign each signer to the legal party they represent. Check email addresses and signing order before preparing the request. This capture shows a sandbox setup, not an envelope that has been sent.

Confirm the signing package

Check current saved revision, PDF, recipient names/emails, represented organisations and signing order. Confirm sandbox versus production. An incorrect recipient can disclose the agreement. Use approved sample material and test recipients when testing a connection.

Track distinct envelope states

Preparing an envelope, sending invitations and completing signatures are separate events. Returning to the application does not establish completion. After signing, inspect the available signed copy and certificate and verify the envelope and revision they refer to.

Avoid duplicate invitations

  1. Check the existing signing request and provider status before creating another.
  2. Inspect reasons for cancellation, expiry or decline.
  3. For connection/synchronisation problems, ask an administrator to check account, environment and event handling.
  4. Do not send a replacement live envelope simply because a provider update has not yet appeared.

What happens next

An envelope prepared as a draft has not necessarily been sent. A completed signing status is different from an internal approval status.

If something does not look right

If signing is unavailable, check access, saved revision and connection status. If a request was cancelled, do not assume that it can still be sent. Create or prepare a valid replacement through the available workflow.