NetDocuments is a cloud-based document and email management service that provides enterprise-level security, mobility, disaster recovery, and collaboration solutions for organizations.
RSign has an out-of-the-box integration with NetDocuments that covers the following two use cases:
1. From the NetDocuments interface, user can send documents to RSign.
2. From the RSign interface, user can access documents stored in their NetDocuments library to compose envelopes.

This article covers the configurations required to enable the RSign for NetDocuments integration. The following processes are covered in detail:

Use Case 1: User starts envelope creation process in NetDocuments

• Sending documents from NetDocuments to RSign
• Saving the signed documents automatically in NetDocuments

Use Case 2: User starts envelope creation process in RSign

• Enabling NetDocuments as a storage drive in RSign
• Processing NetDocuments documents in RSign
• Saving the signed documents automatically in NetDocuments

Lastly, please note that users will need to do a guided one-time authorization to allow RSign to access NetDocuments. Simply follow the steps below:

• Authorizing RSign to access NetDocuments account

Important note: to use the RSign for NetDocuments integration, users need active licenses for RSign and NetDocuments.

Use Case 1: User starts envelope creation process in NetDocuments

Sending documents from NetDocuments to RSign

Login to your NetDocuments account.

Navigate to the folder where the document to be signed is stored.

Right-click the file. A dropdown menu will open. Select the option: ‘Send to application’.

A pop-up will open. Click on the 'Send to RSign' link.

RSign will open in a separate browser tab and the file will be added to the RSign ‘Send’ tab, under the ‘Attach Files’ section.

Continue the envelope creation process as usual.

Saving the signed document automatically in NetDocuments

By default, the ‘Upload Signed Document’ configuration will be disabled. If you wish to enable it, click on ‘Y’.

Users can then decide whether to store the signed document as a new file or as a new version of the original file.

Save Document as New Version of Original File
If “Versioning” is chosen, the signed document will be saved as a new version of the original file. User can then make the following customizations:

- Filing Options for Final Signed Documents & Certificate: There are three options:
1. Not include esign certificate in the signed document
2. Not include esign certificate in the signed document, but do save the esign record as a separate file
3. Include esign certificate in the signed document

- Final Signed Document Name Format: multiple options for the signed document name format.

- Signature Certificate Document Name Format: if deciding to save the esign certificate as a separate file, user can select from multiple options for the esign certificate name format.

- Checkout Comment: add a comment to the original document while it is checked out for esignature, which displays in NetDocuments document properties.

- Checkin Comment: add a comment to the original document to indicate that displays in the document properties in NetDocuments once it has been signed.

- Signing Process Complete Comments: add a comment to the signed document, which displays in NetDocuments document properties.

Save Signed Document as New Document

If “New Document” is selected, user can then select the location where they want the new file to be stored, with the options being “Same folder as the original file location” and “Different folder location”.

When the ‘Different Folder Location’ option is selected, the document location can be specified using the folder browse option.

Click on the magnifying glass icon, select the folder where you wish to upload signed documents and click on the ‘Save’ button.

Use Case 2: User starts envelope creation process in RSign

Enabling NetDocuments as a storage drive in RSign

By default, NetDocuments is disabled in the ‘Drives’ pop-up on the ‘Send’ tab.

To enable it, navigate to Settings and open the System tab. Under Available Storage Settings, select ‘NetDocuments’ and save.

You will now be able to access documents from NetDocuments while composing envelopes.

Note: Documents processed and signed will be stored in RSign.

Processing NetDocuments documents in RSign

In your RSign application, open the ‘Send’ tab. Click on ‘+ Documents’ and select ‘NetDocuments’ from the list of available drives.

Find the desired documents using the available filters: Cabinet, Client, Matter and Folder and click on ‘Search’. Please note that the filters ‘Cabinet’ and ‘Client’ are mandatory.

Search criteria can be reset by clicking on ‘Clear’.

Use the checkboxes in every row to select documents one-by-one or use the checkbox to the left of the ‘Name’ column to select all documents at once.

Results will be paginated if the query returns more than 10 results. Use the buttons ‘Prev’ and ‘Next’ to navigate through the pages.

Click on the ‘Preview’ icon to the right of the ‘Select’ button to review the list of selected documents.

After your selection is complete, click ‘Select’ to import them to RSign. Imported documents will be displayed in the ‘Attach files’ section.

Continue the usual process for sending envelopes.

Authorizing RSign to access NetDocuments account

Login to your RSign account, navigate to Settings and open the ‘External Drives’ tab. Open the ‘NetDocuments’ tab and click on ‘Register’. A pop-up will open.

In the right pane of the pop-up, enter your NetDocuments username and password and click on ’Login’.

You will be requested to grant permission to RSign to access files on NetDocuments.

After clicking on the ‘Allow’ button, an access code will be generated. Copy that code and paste it into the text box to the left pane. Lastly, click on the ’Procced’ button.