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Enhanced DocuSign Export Workflow in Concord

This article explains the improved DocuSign export process in Concord, which streamlines the contract signature workflow with clearer status indicators and fewer restrictions.

Step-by-Step Instructions

  1. Access the DocuSign Signature Option
     From the agreement view, locate the "Sign with Docusign" option in the signing capabilities section.
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  2. Sign Document with DocuSign
     Click the "Sign with Docusign" button. Note that:
    • You do not need to be a direct signer to export the document
    • Only the organization that created the contract can export it to DocuSign
    • All required fields must be filled before export

  3. Monitor Document Status in Concord
     After exporting, the document status will be clearly visible on the agreement view. You'll see one of three statuses:
    • "Document sent to DocuSign" - Document has been exported to DocuSign
    • "Document awaiting signature" - Document has been sent for signature in DocuSign
    • "Document Signed in DocuSign" - Document has been fully executed in DocuSign

  4. Track Signer Progress
     All signers are visible in the DocuSign status banner with two possible statuses:
    • "Pending" - Document has not been signed by this signer
    • "Signed" - Document has been signed by this signer

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  5. Access the Document in DocuSign
     You can open the agreement directly in DocuSign by clicking the "Open in Docusign" button from the Agreement view.

  6. Download the Executed Document
     When the document is fully executed in Docusign, you can download the signed PDF directly from Concord using the "Download" button.

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Why This Matters

The enhanced DocuSign export workflow saves you time and reduces confusion by:

  • Eliminating the requirement for contract managers to be direct signers
  • Providing clear visibility into document status and signing progress
  • Maintaining a complete audit trail across both systems
  • Ensuring contract metadata and field placeholders are preserved throughout the process
  • Streamlining the workflow between Concord and DocuSign

FAQs

Q: What happens to the Concord signature options after exporting to DocuSign?
 A: After export, several changes occur to prevent conflicting signature methods:

  • The "Sign" button is disabled (with a tooltip explaining the document is in DocuSign)
  • The "Switch signature" banner is disabled
  • The "Request Signature" button is removed
  • The signer panel explicitly mentions "Document is signed outside of Concord"

Q: Can I cancel the DocuSign process after export?
 A: Yes. You can click "Cancel all signature" to cancel all signatures and disconnect the agreement from DocuSign. This will revert the document to the Review stage in Concord.

Q: Are signature fields synchronized between Concord and DocuSign?
 A: Yes. When you export a document to DocuSign:

  • Signature fields appear in the same positions in DocuSign as in Concord
  • Empty fields in Concord are properly displayed in DocuSign
  • Contract metadata signatures and non-required fields placeholders are preserved
  • Signers are automatically set up in DocuSign based on Concord document signers