Signing documents in the deal room
How do I sign documents that have been uploaded to Dealum?
There are two options available on Dealum for signing documents — simple electronic signature and DocuSign integration.
To add a document for signing with DosuSign, please follow the steps below:
Upload the document to DocuSign and set up a PowerForm with the return address https://app.dealum.com/docusigncomplete.html
Upload the same document to Dealum and choose DocuSign PowerForm from the digital signing dropdown.
Copy the PowerForm URL from DocuSign and add it to Dealum to the ‘DocuSign PowerForm URL’ field.
Optionally, you can enter the Signer/Recepient role name that you configured in DocuSign to the ’Signer role’ field in Dealum. This allows Dealum to automatically pre-fill the signer name and email on DocuSign.
Set the PowerForm completion redirect URL as https://app.dealum.com/docusigncomplete.html in DocuSign. It is reccommended to configure also other process-exiting URLs to the same endpoint.
For more information about PowerForms and completion URLs, please consult DocuSign support. For more information about DocuSign integration on Delaum, please get in touch with your account manager/our support.
Simple electronic signature
When you want to have a document singed with simple electronic signature(s), upload it to Dealum and choose ‘Simple electronic signature’ from the digital signing dropdown. When you’re using simple electronic signatures, users are asked to type in their name for signing. The name they type in must match their full name on Dealum for successful signing.
When you\re using either of the two signing options, you can check which members have added their signature to the document by opening the actions menu of the document from the three dots on the right and choosing ‘View signatures’.
Please note that when using DocuSign integration, the list of signers is indicative as users who have signed the document show up in that list only when all redirect links work properly and the user does not drop off the process flow. Authentic signature status information is available on DocuSign platform.
Updated on: 29/11/2022