Setting up Docusign

Last updated: January 23, 2025

Summary

Docusign can be easily configured to automatically send Tabs signed documents and trigger the contract for processing. Follow the steps below to set up Docusign with Tabs.

Configure via Templates (Recommended)

Use this method if using Docusign Templates to build and send contracts.

  1. When logged into Docusign, navigate to Templates.

  2.  Choose the contract type template that needs to be sent to Tabs

  3. Click “Edit”

  4. Scroll down to the Add Recipients section and click “Add Recipient”

  5. Click on the “Needs to Sign” dropdown and select “Receives a Copy

  6. Add in the following information: 

    Role: [Company Name] Contract Ingestion 

    Name: Tabs Contract Ingest 

    Email: contract-ingest@tabsplatform.com

  7. Once the above information is populated, scroll up to the top of the Add Recipients section and select “Set signing order”. Ensure that the newly added Tabs recipient is last in the order

  8. When complete, click “Save and Close” to exit, or “Next” to continue editing

  9. Now, all documents sent from this template will automatically be sent to Tabs for processing

Configure via Individual Documents

If you do not utilize Templates within Docusign, use the above process starting from Step #4 each time you execute a contract that needs to be sent out to Tabs.