Docusign Signature Summary on netLex

🎯 Objective

Learn how to enable and view the signature summary of documents signed with DocuSign directly in netLex.

This article contains the sections:

• What is the Signature Summary?
• Why is it useful?
• How to enable the summary in netLex?
• Frequently Asked Questions
  
  

✍️ What is the Signature Summary?

The signature summary is a "completion certificate" automatically generated by DocuSign. It documents every step of the electronic signing process, ensuring transparency and compliance. Now, netLex displays this summary at the end of signed documents, making it easier to access this crucial information.

🚀 Why is it useful?

• 📜 Traceability: see who signed and when, all in one place.
• 🔒 Security: legally validates the signing process.
• 📂 Organization: keep everything integrated within netLex.
  
  

⚙️ How to enable the summary in netLex?

To include the summary in documents within netLex, it must be enabled in your DocuSign account. Follow these steps:

1. Access your DocuSign account
   Go to the top menu and click on Settings.
   
   
2. Open the signature settings
   In the left-side menu, select Signing Settings.
   
   
3. Enable certificate attachment
   In the Envelope Delivery section, activate the option:
   ➡️ “Attach certificate of completion to envelope”.
   
   

🛠️ Done! Once this option is enabled, signed documents sent to netLex will automatically include the summary at the end of the file.

❓ Frequently Asked Questions

1. What happens if the summary is not enabled?

The signed document will be received in netLex without the summary, but it will still have the same legal validity.

2. Can I deactivate this functionality?

Yes, simply disable the setting in DocuSign.

3. Do all signed documents include the summary?

Only if the setting is enabled in your DocuSign account.