TitanFile now supports DocuSign integration - making it easy for both you and your contacts to sign documents shared on TitanFile.
**Note: To use DocuSign with TitanFile, you will need a DocuSign account. If you do not already have one, you can sign up for an account on DocuSign's website. Alternatively, you can purchase DocuSign envelopes from TitanFile to use with your TitanFile subscription.
To enable DocuSign integration on your subscription or to purchase DocuSign envelopes, please contact us.
Once DocuSign integration has been enabled on your subscription, you can follow along in the video or instructions below to start using DocuSign with TitanFile.
Authorize access to your DocuSign account by going to Options > Integrations.
And then check off the "Individual Users may self-authorize" option and click save. Then click the "Authorize as Individual" button.
Once DocuSign integration is set up, you can now request signatures on documents uploaded to TitanFile.
First, find your list of files in the Files tab.
Then, simply click on the dropdown arrow next to the file you want to request a signature for. Click the Sign option.
A popup will appear with a few DocuSign options:
Add myself as a signer - this will require you to sign the document
Add other channel members as signers - this will require all channel members to sign the document
Include certificate of completion - this will include a certificate of completion from DocuSign that provides proof of the signing process. This certificate will show an audit trail with details including:
- Who signed the documents
- When and where the signature took place
After you've selected all appropriate options, click on Sign using DocuSign.
From that point, you will be redirected to DocuSign where you can prepare the document and send it to your recipients for signature.
Once the file is signed by all parties, the file will be automatically re-uploaded to the channel and appear as Signed. If you selected the option to include a certificate of completion, it will also appear in the channel.
Frequently Asked Questions
Does TitanFile send my files to DocuSign servers when I use the DocuSign feature?
Yes. TitanFile provides a warning before any files are sent. If you proceed, TitanFile sends your files over to DocuSign securely, using an encrypted channel.
Data residency in DocuSign will depend on your DocuSign account configuration. More information on data residency can be found here.
Why does TitanFile use DocuSign for digital signatures?
DocuSign is a top requested signature provider among the TitanFile customer base. DocuSign has a wide variety of features that makes enforcing documents signed by DocuSign safe. You can learn more at DocuSign.com.
How do I sign multiple files at once?
TitanFile’s DocuSign integration lets you sign multiple files at once. To sign multiple files:
1. Go into the Files tab.
2. To select a file, click an empty part of the file’s row, away from the file name. (Clicking the file name will download the file.) Notice that the background of the row darkens, showing that it is selected:
3. Repeat for all files you want to select. Then click Sign Files
Hint: You can choose a folder name to store all your signed files on the confirmation screen. When you sign multiple files, all the files are stored individually in a folder.
Do I need a paid DocuSign account to send files?
Yes. TitanFile integrates into DocuSign. But users still need a DocuSign account. Users can get a free trial at DocuSign.com.