Functions: Integrations - DocuSign

Sensr Portal allows you to streamline signature collection for funding events, documents renewal or any other event that requires your investors to sign documents online. You can present documents for signing to your investors when they enter the portal and automatically upload the documents to the investor's files once the documents are signed by all signers. You can track where all investors are in the document signing process and reduce the number of email communications required to have your investors sign the relevant documents.

There is a setup step, followed by three main steps to set up your first DocuSign action on the Portal:

  1. Create the Template on DocuSign for each entity type (e.g., Natural Person, Natural Person + Spouse, Trust, IRA Account, etc)
  2. Create an action on Sensr Portal that connects to the DocuSign Template
  3. Assign the action to the appropriate users on Sensr Portal

To connect your own DocuSign account, you must first ensure that your account supports Power Forms.  If so, notify Sensr Portal that you are interested in using the DocuSign integration with your own account. 

How to Connect Your DocuSign Account to Sensr Portal

How to Enable Automatic Document Upload to Sensr Portal

How to Set In-Session Landing Pages

How to Create the Template on DocuSign for each Entity Type

How to Create an Action on Sensr Portal that Connects to the DocuSign Template

How to Assign the Action to the Appropriate Users on Sensr Portal

How to Connect Your DocuSign Account to Sensr Portal

In order to set up this integration, you must first login to your DocuSign account and navigate to the Admin dashboard. The Admin dashboard is accessible under the Settings tab on the main DocuSign page. Contact DocuSign Support for assistance.

How to Enable Automatic Document Upload to Sensr Portal

  1. Find Signing Settings on the admin dashboard.
  2. Ensure Attach documents to completion email is checked in the Envelope Delivery- this ensures that Sensr Portal will be able to pick up each signed document and upload it as an investment file to your software.
  3. Return to the Signing Settings.
  4. Click on In-session Landing Pages under Signing Experience,
  5. This allows you to specify a specific destination URL for different actions taken by in-session signers.

How to Set the In- Session Landing Pages

  1. Log in to your Sensr Portal account and navigate to Functions and click on Integrations.

  2. Under DocuSign PowerForm Integrations section, copy the URL found under:

    DocuSign Admin -> Settings -> Signing settings -> In-session Landing Pages -> Finish Later

  3. Paste the copied URL to the Finish Later field on DocuSign's page.

  4. Next, return to the Sensr Portal DocuSign PowerForm Integrations section and copy the URL found under:

    DocuSign Admin -> Settings -> Signing settings -> In-session Landing Pages -> Signing Completed

  5. Paste the copied URL to all other fields on DocuSign's page.
  6. Last, return to DocuSign settings where all URLs from Sensr Portal have been pasted and click the Save button.

How to Create the Template on DocuSign for each Entity Type

You will need to set up your DocuSign templates on DocuSign for each entity so they are ready for seamless use on the portal.  This step sets off the set up process.

IMPORTANT:  DocuSign has changed their system of sharing configurable fields with third parties such as Sensr Portal.  For any configurable fields you intend to use with Sensr Portal, we require that you start every field name with "UC-_____" .

Create a Template on DocuSign for each Entity Type

In order for you to take your investors through an action to sign a document on Sensr Portal, you must first create the DocuSign template(s). In a typical funding process, investors might invest using different entity types, such as Natural person, Natural Person + Spouse, Trust, IRA Account, or any other entity type. Sensr Portal allows you to configurable the fields the investor will need to fill in during the signing process by entity type. This is done by building a separate DocuSign template for each entity type.

NOTE: Each template may use the same PDF document, but might include different fields to fill in and sign on each template:

Setup a DocuSign Template

  1. In your DocuSign account Create a New Tempate.
  2. Be sure to give the template a Name and Short Description. For example: Subscription Agreement - Natural Person, Subscription Agreement - Natural Person & Spouse or Subscription Agreement - Entity.
  3. Upload the appropriate agreement as the document.

NOTE: Sensr Portal currently supports one document per DocuSign template.

  1. Next, add the roles for each participant in the document signing process. 
    1. For each participant, create a role for that participant and set the role to NEEDS TO SIGN.
    2. After each participant, add a role called Sensr Portal and set it to RECEIVES A COPY. 
    3. The example shown in the image below displays the recipient layout for an agreement that needs to be signed by the Investor, Spouse and then counter-signed by the Sponsor (you).  The role Sensr Portal is listed after each step as RECEIVES A COPY.   

IMPORTANT: Each Sensr Portal role for RECEIVES A COPY is required for Sensr Portal to provide a status of where in the process a document signing is.

  1. Ensure the signing order is correct in Set Signing Order so that each NEEDS TO SIGN role is followed by an Sensr Portal RECEIVES A COPY role. 

  2. Be advised the Signing Order should be displayed as a sequence, with one role coming after another has been completed (as seen in the picture below). UC should be assigned for every even number role. If the order is not sequential, uncheck Set Signing Order and then recheck it, this should set the signing order to be sequential.

    IMPORTANT: In order for the signing process to work correctly in Sensr Portal, the following conditions require :

    • No roles are listed in parallel on the signing order.
    • To ensure progress tracking, each signer is followed by an Sensr Portal CC role.
    • The very last role in the signing order must be an Sensr Portal CC role.
  3. Click Next at the bottom of the page to continue with the creation of your template.

Add Fields to the Document

After setting the signing order, you will need to add the appropriate fields to the document.  Fields can be added separately for each signer role. To position the fields on the document, drag in the appropriate fields and place them in the desired area.  Repeat the process for each signer role.

Add Configurable Fields to be Populated by Data from Sensr Portal

Adding Configurable Fields to a template allows pre-populating the document with many data items available on Sensr Portal.

For example, the Amount and Entity configurable fields are pre-populated during the signing process with the amount and entity associated with the signer in Sensr Portal. 

  1. When creating a configurable field, you must set them to type Text on DocuSign, and set Validation to None.
    1. Consider marking configurable fields as read-only so they cannot be changed by the participants signing the document, for example, when adding the Amount configurable field, set it to type Text, set the initial value to $0, and check Read Only:
  2. Then select the configurable field created and drag it onto the document where we need it.

NOTE: When adding a configurable field to a document, the first role must be selected (investor). Configurable fields added for other roles will not allow Sensr Portal to pre-populate the data:

  1. Once the template has been populated with the fields, click Save and Close, the template will now be available on My Templates in your DocuSign account.  

Repeat the Process to Create a Template for Each Entity Type

Using the same PDF document, repeat the steps above to create a new DocuSign template for each entity type that participates in the funding process. A typical process involves:

  • a template for a Natural Person
  • a template for an entity (an LLC, for example)
  • a template for a Natural Person and Spouse
  • a template for a trust, and a template for an IRA account.

You can use DocuSign's "copy template" functionality to quickly copy an existing template and edit the roles and fields of the newly created template to match the needs of a different entity type.

How to Create an Action on Sensr Portal that Connects to the DocuSign Template

IMPORTANT: DocuSign has changed their system of sharing configurable fields with third parties such as Sensr Portal.  For any configurable fields you intend to use with Update Capital, we require that you start every field name with "UC-_____" 

Create an Action on Sensr Portal that Connects to the DocuSign Template(s)

  1. Once you have created your template(s) on DocuSign, click on Functions in the Portal and select Actions from the menu. This will take you to your actions page, which provides an overview of all the actions created on Sensr Portal. 
  2. Next, click Add Action to create a new action for the new document signing to take place.


  1. On the New Action page, select DocuSign Template using a PowerForm (contacts) or DocuSign Template using a PowerForm (investments) as the login action type:

  1. Click Create Action.
  2. Complete the fields:
    1. Name - Name the action
    2. Verb - Select the wording to use on the investor portal upon login.
    3. Message - type a message for the action. During the signing process, the software will present the message text to each portal contact that will sign the DocuSign templates created in the previous step.
    4. Raw html: field can be used to insert HTML.
    5. In the Actions section, complete the fields:
      1. Commit button caption, we recommend using the language Proceed to Sign. This makes it clear to the investor that they will be proceeding to sign the document.  
      2. Enable a Skip button caption that allows the contact to skip the action. Select up to the maximum number of attempts to skip. 
      3. Enable a Cancel button
        • The cancel button rejects the action and the contact will not be presented with the signature request again.

TIP: You can use the following special placeholders in the Message text to insert specified data into the system:

  • Use the placeholder {amount} to insert the amount associated with the contact's investment.
  • Use the placeholder {entity} to insert the entity associated with the contact's investment. If the entity field of the contact's investment is empty, the contact full name will be used instead.

  1. Click Update Action.

After clicking Update Login Action, you are taken to the action page for the DocuSign integration, this is where you will be connecting the action to your DocuSign template.  In the example above, we named this action Pack Logix - Subscription Agreement as it will be used with all DocuSign templates created for the Pack Logix fund.

NOTE: The use of "Pack Logix" in our example is for demonstration purposes in a hypothetical situation only. Typically the Action name will reflect the name of the related fund.

TIP: Update Capital recommends using a [Fund name] - [Document name] naming convention for ease of use when assigning signature actions to contacts later on.  

  1. To connect the DocuSign template(s), view the action and click +Add next to the Templates panel. To complete this step you will need to download the DocuSign template (below).

Download the DocuSign Template

  1. On the DocuSign My Templates page, find the template you want to connect to the action and click Download.
  2. Then take this downloaded ZIP file from DocuSign and upload it to the action on Sensr Portal.

  1. Once you've selected the downloaded zip folder from DocuSign, proceed to generate a PowerForm.

Generate a PowerForm

  1. In DocuSign, find the template you want to connect to the action on the My templates page and select Create PowerForm. If you've already created a PowerForm for this template, click on the template name, which will open the template page and copy the PowerForm URL at the end of the page.
  2. Review the Create PowerForm page details and then click Create.
  3. A PowerForm URL pop up window appears with the URL Link and Embed code that can be used. Simply click on Copy.
  4. To copy a URL for a PowerForm already created, go to the template page where Associate PowerForms are listed. Click on Actions next to the PowerForm and click Copy URL.
  5. After copying the URL, return to Update Capital and paste the PowerForm link.

  1. Click Create PowerForm Template button.

Set the Signers and Configurable Fields on a Connected Template

Once you've completed the above, you will be presented with a DocuSign Template Parameters page. Here, you will verify the Template Name, set the type of Signers and select what you would like Configurable Fields replaced with allowing you to connect each configurable field from DocuSign with the respective data in Sensr Portal.

Template

The Template Name field will be populated with the DocuSign template name by default. The name field is also used as the name of the file that is saved to the documents associated with the investment at the end of the signing process.

TIP: Update Capital recommends setting the name with the following convention: [Agreement name] - [Entity type]. For example, Subscription agreement - Entity or Subscription agreement - Natural person.

In cases where more than one template is associated with the login action (For example, if a different template is used for each entity type in the signing process), the contact will be prompted to select the template that fits the investor's scenario best. For example, using the recommended naming convention above, the contact will be asked to choose between Subscription agreement - Entity and Subscription agreement - Natural person.

Different Signers

Below the Template Name at the top is the Signers section.

  • Investor
    • In virtually all cases, you will have a role for the Investor. Use the Type dropdown menu to make your selection. Typically, the Investor type will be set to Logged in portal contact. 
  • Additional Signers
    • In the cases where an additional signer is required, such as a spouse, a trustee, or a second person who needs to also sign, the type for that signer should be set to Ask during signing. Setting this will ask the logged-in portal contact for the name and email of that signer.
  • Sponsor
    • Finally, for the Sponsor (you), select Pre-populated email address as the type.  Then enter the name and email. 

NOTE: The Sponsor name/email provided will receive a notification email from DocuSign to counter-sign the agreements. We recommend entering the email you use for your DocuSign account, as this will gather all documents pending on your signature in your DocuSign account pending actions page. 

Set the Configurable Fields

Configurable fields are pre-populated with data from Update Capital.  When the contact signs the documents, this data will be populated in the document based on the contact's investment details.  

This allows you to connect each configurable field from DocuSign with the respective data in Update Capital. Here, the general Replace with fields are:

  • Email
  • Investor: Investment / Entity
  • Amount + Total: Investment / Amount


When you have set the signers and configurable fields, click Update. This will connect the DocuSign template to the action.

You should repeat this process for each DocuSign template you want to connect to this action. Usually, there is one DocuSign template per investment entity type (Natural Person, Natural Person, and Spouse, Entity, etc).  When you are done connecting all templates, the action will show all templates under the template panel.

At this point you are ready to assign the action to the appropriate contacts.

How to Assign the Action to the Appropriate Users on Sensr Portal

After you create a DocuSign signing action on the portal, you will need to assign the action to your investors. Refer to Understand Actions and Functions: Actions for details.