Josef transforms document automation with native integration of DocuSign

We know that documents play a huge part in the day-to-day of lawyers.

The majority of legal documents need to be signed. That’s why we’re excited to announce the launch of Josef’s native DocuSign integration. A massive leap in streamlining document automation, it may be our biggest time saver yet.

DocuSign recipients

Build it once, all in Josef

Previously there wasn’t an easy way to sign and execute auto-generated documents. The challenge was to enable users to build bots that could auto-generate documents and automate the next step in that process: signing the document. So we set about building a better solution leveraging DocuSign, one of the world’s most popular e-signature tools.

We embedded DocuSign’s functionality into Josef’s industry-leading document editor and successfully simplified the process. Josef builders can now automate a document, and add DocuSign features within Josef, instead of manually having to create and send a DocuSign envelope for each document produced by the bot.

Not only does this have the potential to be a huge time saver, but it also opens up a whole new realm of possibilities for building scalable document automation solutions. 

Simple and easy to setup

Simplicity is at the core of what we do, when it came to building our solution we wanted to enable users to self-serve how they connect with DocuSign. Users can connect their DocuSign account to the Josef platform via the integration page in Josef’s dashboard. Simply log in with DocuSign credentials and you’re up and running.

DocuSign connection

Ready to use in Josef

The process of building document automation workflow and auto-signing that document can now be built without having to leave the Josef platform. 

Document automation builders can:

  • Add signature blocks, date stamps, and initial blocks throughout the document
  • Pre-configure the number of recipients your require
  • Configure workflows to auto-send generated DocuSign envelopes directly to recipients

Users now have the means to create end-to-end workflows that auto-generate documents and DocuSign envelopes. So what’s your excuse? Start automating documents today. 

Docusign features

See it in action!

Bridge the workflow and document management gaps with Josef – a powerful and deceptively easy no-code legal automation platform. Find out how it fits with your team by booking a chat with one of our team members.

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