DocuSign

RentalPoint3 can be configured to connect with your subscription to DocuSign, in order to request and receive digital signatures from clients when requesting quotes, booking hardcopies, etc. DocuSign is a third-party application, and a subscription is necessary to use this functionality.

Alternatively, RentalPoint Electronic Signature functionality is also available using RPSign (no third party software needed)

Using DocuSign in RentalPoint3

Producing your Document

For standard templates (i.e. included with RentalPoint3), display your Fast Report with 'Print Standard Rental Terms' Checked

Save your quote

Then use the  option to request an electronic signature

Choose One email address to send your document to

You may be required to log into your DocuSign account, once your password is confirmed, you'll get a confirmation status for your sent document. 

What your customer will see

The client will see an email from DocuSign requesting a signature, they will follow some simple instructions to sign the document.  Once they click FINISH, the signed document is returned to you!

Click Continue, then click Start

Click the Sign box to adopt a signature

The signature is used and name automatically printed.  Click Finish to complete

Receiving Your Signed Documentation

You'll receive a return email once the document has been signed

You can download and attach the signed document to your booking and/or a certificate of completion

• Combined PDF will download a PDF of the signed document and a signature certificate in one PDF
• Separate PDFs will zip two separate PDFs and download one Zip file

Highlight the booking, the click on View Attachments

E-Signature Documents

See all e-signature documents under the Action Lists menu option

Fig 1.1

1. Use the  option to filter between RPSign and DocuSign documents

2. Access other menu options via  including opening the DocuSign envelope to review directly in your DocuSign account.

3. Use the Search option on the far right of the window to search for a particular booking (fig 1.1 above)

4. Open/Print booking details

5. Identifies the type of e-signature requested i.e. DocuSign or RPSign

Configure RentalPoint3 DocuSign Integration

DocuSign Subscription

You'll need a subscription to DocuSign. If you already have one, then skip to 'App Integration Key' below.  

  DocuSign free trial does not support setup of API Keys so you can't test the RentalPoint/DocuSign Integration with it.  To test the integration before purchasing a subscription, you'll need to use a <Developer Sandbox demo account> OR look for a DocuSign subscription, then use the settings under App Integration Key below to complete your demo account setup.

DocuSign Envelopes

• For DocuSign, you would need a subscription for each email that will be used to send envelopes for signing.
  The type of subscription would depend on the number of envelopes you anticipate sending out per month and the number of emails those envelopes would be sent from.
• Envelopes Defined:  In DocuSign, an envelope is a container for documents that you send to a recipient to sign. An envelope can have one document or many documents, and one signer or many signers. Envelopes have statuses (i.e. sent, delivered, completed, voided) and also contain information about the sender and timestamps that indicate the progress of the delivery procedure. Regardless of how many documents, fields, and signers a given envelope contains, it still counts only once towards your eSignature plan’s envelope allowance once it is sent out to be signed.
• DocuSign have a range of options available including advanced solitons that can be customized to your company requirements.  <DocuSign Subscriptions and Pricing>

Set up an App Integration Key

If you've just set up you're account, click on the account icon and select 'Goto Admin', then click API and Keys

Otherwise, log in, click HOME, then API and Keys

Click on 'ADD APP/ INTEGRATION KEY'

Enter a name and click ADD

Record your Integration Key as it is needed to complete RentalPoint setup

Go to Privacy and Security under Account Profile

Generate App Password

Record your App Password and Secret Key as they are needed to configure DocuSign in RentalPoint3

Enabling DocuSign in RentalPoint3

RentalPoint3 Configuration

The following APP Settings are required in c:/inetpub/wwwroot/RP3/web.config 

</appSettings>

    <add key="UseDocuSignIntegration" value="true" />

    <add key="DocuSignUser" value="YourUsername" />

    <add key="DocuSignPassword" value="YourAppPassword" />

    <add key="DocuSignKey" value="YourAppIntegrationKey" />

    <add key="DocuSignWebHook" value="YourRP3Address/Docusign/webhook" />

    <add key="DocuSignNamePlace" value="Please print your Name here" />

    <add key="DocuSignSignPlace" value="Please add your Signature here" />

 </appSettings>

RentalPoint3 Fast Report Templates

In RentalPoint3, customedesigner.exe is used to edit your '.fr3' report templates.  Digital signature fields should be available on standard quotes using the 'Print Rental Terms' option OR contact support@rentp.com to add the fields to your custom templates.

The text fields added should match the text in your web.config file for DocuSignSignPlace and DocuSignNamePlace:

• Text field containing 'Please add your Signature here'
• Text field containing 'Please print your Name here'