Overview
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 contact your BGL Account Manager on 1300 654 401.
If you are currently using DocuSign, please follow the steps below to enable DocuSign in CAS 360.
Enabling DocuSign in CAS 360
Before you can send documents to be digitally signed using DocuSign, you need to enable this feature in CAS 360 under Settings.
| From the Main Toolbar, go to Settings |
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| Select Electronic Signing Settings |
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The DocuSign integration is currently in beta. Select Enable DocuSign beta for my account to confirm that you wish to be part of the beta program.
Select Enable DocuSign.
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 1300 654 401.
The status will then change to active.
Document Production
With DocuSign enabled under Settings, in the Document Production screen, additional options will be available.
Next to any document that can be digitally signed, you will be able to see the Digital Signing icon.
Click on the icon next to a document to disable digitally signing for that document.
Ink signatures will then be required for the document.
A 
icon will also be available to allow you to view the signatories that have been selected for digital signing for each document.
If you need to change the signatory for any of these documents, you can click on Options next to the document to select a different signatory.
The number of documents that have been flagged to be signed using DocuSign will display at the top.
To send the documents to the selected signatories, select Send All.
Selecting Download All will only save the documents on your device and not send them to the signatories.
The CAS 360 outbox stores all outgoing email messages that have been sent from CAS 360. From the outbox, you will be able to view, resend and track the delivery of all emails forwarded from CAS 360.
See Email Outbox for more information.
Digitally Signing the Documents
Each signatory will receive an email to review and sign the document.
For instructions on how to digitally sign a document with DocuSign, please refer to the DocuSign website.
Notifications
A notification will pop up whenever a signatory has digitally signed a document.
Once all the signatories have signed the document, you will receive another notification with a View and a Lodge option.
Users will also receive a message in the Email Inbox when documents have been digitally signed
Documents screen
When a document is sent to be digitally signed using DocuSign, the status in the Documents screen will be set to
Once all the signatories have digitally signed using DocuSign, it will change to
Under Options | Attachments, you will have two copies of the document: the original PDFs that were emailed from CAS 360 and the digitally signed documents as a PDF. The certificate of completion will also be attached.
