About DocuSign integrations

Streamline document signing and approvals

Integrating Beeline Enterprise with DocuSign® helps you automate document routing, streamline approvals, and securely manage electronic signatures throughout your contingent workforce lifecycle. Whether you're executing Statements of Work (SOWs) in Services Procurement or managing onboarding and assignment documents in Talent Management, DocuSign helps reduce manual effort, improve compliance, and accelerate document completion.

Why it matters

• Eliminate manual signature collection and paper-based approval processes.
• Accelerate contract execution and document completion.
• Maintain a secure, auditable record of signing activity.
• Support business, legal, and retention requirements through electronic signatures and document tracking.
• Improve visibility into document status and workflow progress.

Who it's for

• Managed Service Providers (MSPs)
• Program office users
• Project managers
• SOW owners
• Suppliers

How it helps

• Generate and manage eSignature document templates.
• Route documents electronically for signature.
• Designate client and supplier signers for SOW approval and execution.
• Track Talent Management document status in real time.
• Gather analytics and reporting data related to eSignature activity.
• Leverage a secure, legally binding signature platform backed by a digital audit trail.

Prerequisites

Before using the DocuSign integration, your organization must:

• Have a valid Cloud Agreement with Beeline.
• Access Beeline Enterprise as an Auth0® user, either through SSO or non-SSO authentication.
• Maintain a valid DocuSign account if using the integration for Services Procurement.
• Set up and maintain the DocuSign account associated with your organization.
• Have access to the DocuSign-generated connect key required for eSignature configuration.

Set up the integration

Integrating DocuSign with multiple Enterprise workflows requires Enterprise configuration and applicable permissions granted to your designated Enterprise system admin to set up and manage your DocuSign integration.

If you plan to use DocuSign with Talent Management workflows, those workflows must be configured to support document generation, routing, and signature collection.

If you plan to use DocuSign with Services Procurement, your implementation must include the SOW negotiation phase.

Contact your Client Operations Manager (COM) or Relationship Manager (RM) for assistance with activation and configuration requirements.

Services Procurement

Use DocuSign with Services Procurement to electronically sign finalized Statements of Work and move completed agreements efficiently through your project lifecycle.

How it helps

• Streamline SOW approval and execution.
• Route finalized agreements electronically for signature.
• Reduce delays associated with manual contract processing.
• Maintain an auditable record of contract execution.
• Store completed SOW agreements in Enterprise for ongoing access.

How it works

1. Create and submit an SOW for approval.
2. Build terms, financials, and milestones.
3. Complete negotiations with the supplier.
4. Designate a Client Signer and Supplier Signer.
5. Submit the SOW for Final Approval.
6. Enterprise generates a PDF version of the SOW and sends it to DocuSign.
7. Designated signers review and sign the document in DocuSign.
8. The completed SOW is stored in Enterprise and advances through the project creation process.

Understand the envelope lifecycle

As an SOW progresses through the signing process, the DocuSign envelope moves through several stages.

The designated Client Signer and Supplier Signer remain associated with the envelope throughout the signing process. If a signer must change after the envelope has been created, follow the approved signer-change process.

Manage SOW signers

Designating the appropriate Client Signer and Supplier Signer is an important part of the SOW approval process. Understanding how signers are assigned and how signer changes must be handled can help prevent delays and ensure the integration functions as expected.

Role-based signer permissions

Signer fields remain editable until the SOW reaches Pending Final Approval.

Designated signers

The Services Procurement DocuSign integration supports one Client Signer and one Supplier Signer.

The designated Client Signer and Supplier Signer are the individuals expected to complete the DocuSign signing process.

Designated signers can be changed until the SOW reaches Pending Final Approval and are required before an SOW can be sent for Final Approval.

Change a signer after submission

Once an SOW has been sent to DocuSign, signer changes should not be made through recipient reassignment or similar DocuSign functionality. Doing so may create a mismatch between the signer designated on the SOW and the individual who signs the document, which can prevent the approval process from completing successfully or cause other unexpected behavior.

If a signer must change after the SOW has been submitted for final approval:

1. Void the existing DocuSign envelope.
2. Allow the SOW to return to Negotiation.
3. Update the Client Signer or Supplier Signer on the SOW.
4. Resubmit the SOW for Final Approval.

Following this process helps keep Enterprise and DocuSign synchronized throughout the approval cycle.

Learn more

For detailed information about Signature Pages, signer requirements, signer changes, and troubleshooting, see Understanding Your SOW Signature Page.

Talent Management

Use DocuSign with Talent Management workflows to automate the generation, routing, signing, and tracking of candidate and assignment-related documents.

Supported workflows

DocuSign supports the following Talent Management workflows:

• Candidate Offer and Onboarding
• Assignment Amendment
• Assignment Extension

How it helps

The Talent Management integration allows you to:

• Administer DocuSign account setup through self-service tools.
• Manage eSignature templates.
• Select and manage multiple signatories.
• Initiate documents during key workflow events.
• Accelerate candidate onboarding and assignment processes.
• Track pending signatories in real time.
• Gather analytics and compliance-related reporting data.

How it works

1. Configure document templates.
2. Select templates during supported workflow steps.
3. Designate required signatories.
4. Send documents through DocuSign for signature.
5. Monitor document status and signer activity.
6. Access completed documents and reporting data after signing is complete.

Understand the audit trail

Every completed DocuSign transaction includes an audit trail that records key signing events throughout the document lifecycle. The audit trail helps organizations:

• Verify who signed a document.
• Track when signatures were completed.
• Confirm the order in which signing activities occurred.
• Maintain records for compliance, governance, and audit purposes.
• Support internal signing and retention requirements.

Audit information is stored as part of the completed DocuSign transaction and provides a historical record of the signing process.

Learn more

For additional information, see:

• FAQs About the Talent Management Integration
• Overseeing Talent Management Documents
• Administering Talent Management Templates via Self-Service
• Understanding Talent Management Integration Errors