Considerations for Configuring DocuSign Envelopes in Journeys

When using an integration of Journeys with DocuSign, every journey task that requires DocuSign electronic signature generates a corresponding envelope.

It’s not recommended or feasible to combine and use a single envelope for all the DocuSign journey tasks for a performer due to these considerations.

• You configure multiple tasks in a journey; some of them may be related to providing an electronic signature using DocuSign.
• You configure tasks to appear in different phases of an Enterprise Onboarding journey. This controls the tasks available to the performer based on where they are in their enterprise onboarding phase.
• You configure dependencies between tasks. For example, electronic signature of an employment agreement can happen only after the performer completes the task of providing their personal information. An electronic signature of a non-disclosure agreement can happen only after the I-9 verification. This controls the order and timing of when the user can complete a specific task.

If a single envelope is generated for all the electronic signature tasks, then this is what happens:

• When the user goes to DocuSign to sign the first such document, they will be able to see all the other electronic signature documents also as part of that single envelope. This overrides the configuration of different electronic signature tasks in different phases of enterprise onboarding or having dependencies between journey tasks.
• When the user provides the electronic signature in DocuSign for even one document in that single envelope, the entire envelope is closed. This means the user will be unable to return to DocuSign and provide their electronic signature for the other documents, which are part of that single envelope.