DocuSign – CAS 360 New Zealand

This integration allows forms and documents to be digitally signed in CAS 360 using DocuSign.

DocuSign replaces printing, faxing and scanning documents with the easiest, fastest most trusted way to make every approval and decision digital.

Check out the online training course available in the CAS 360 Learning Channel, Digital Signing in CAS 360 powered by DocuSign.

DocuSign Setup

For firms that do not currently have an active account with DocuSign, please speak to someone at DocuSign to Sign up and discuss their requirements.

Before being able to send documents for digital signing, users must ensure their account still has remaining envelopes on their DocuSign account. For more about envelopes, see Docusign help.

Please note the account type has to be Advanced Solutions along with Business pro. This account type enables the API and Embedded signing features required for the integration.

Enabling DocuSign in CAS 360

To set up the digital signing integration from within CAS 360, please take the following steps.

1. Hover over the app switcher icon and select Integrations:

2. You will be directed to our BGL API Home screen. In the top right-hand corner, click on Practice Apps.

3. From the integrations screen, select the Digital Signing tab

4. Under 'Digital Signing' click the gear icon in the DocuSign app.

5. From within the Digital Signing tab, select Connect to DocuSign.

Read the Prerequisites, and select Accept.

6. You will be redirected to the DocuSign website where you will need to input your DocuSign account credentials.

Once your details have been confirmed, you will be taken back to CAS 360.

For firms that do not currently have an active account with DocuSign, please contact your BGL Account Manager on 0800 444 408

The status will then change to active.

Frequently Asked Questions

1. Is there any significance in which DocuSign account enables the DocuSign integration?

The DocuSign credentials used will be the DocuSign account which is charged for digital signing.

Users are also able to log into the DocuSign website with this account and manage the signing documents.

2. How can I disable the DocuSign Integration?

From the App Switcher, go to Integrations, navigate to Digital Signing, select the gear icon besides DocuSign and select Disable from DocuSign.

For more information, click here.

When directors have the same email address, digital signing will still be supported by CAS 360.

The email address will receive separate emails which will be addressed to each director for signing.

4. How does the user decline a document for signing?

When in DocuSign, click on other actions and select Decline to sign.

5. How long are DocuSign documents valid for after being sent for digital signing?

DocuSign envelopes last approximately 3 - 4 months from the creation date of the documents in CAS 360. If after this time period has elapsed, all signatories have not signed the documents, DocuSign will void the documents.

If the documents have been void by DocuSign, the documents in CAS360 will display their status as "DocuSign Failed".