Commenda integrates with DocuSign to let you collect electronic signatures on documents directly from the platform. The eSign feature is available within service requests.Documentation Index
Fetch the complete documentation index at: https://docs.commenda.io/llms.txt
Use this file to discover all available pages before exploring further.
How it works
Open a service request
Navigate to a service request and click the kebab menu (three dots). Select Request Signature.
Select a document
Upload a new document or choose from documents already attached to the service request.
Add recipients
Select from existing contacts associated with the service, or add new recipients by entering their name and email. You can add multiple recipients if the document requires signatures from multiple people.
Place signature fields
Using DocuSign’s embedded interface, visually place signature fields, date fields, text fields, and other form elements on the document. Assign fields to specific recipients.
Signature tasks
When you send a document for signature, the system automatically creates one task per recipient. These tasks appear on the service page and Home screen.Task statuses
| Status | Description |
|---|---|
| Pending | Recipient is waiting for notification, or waiting for a previous signer to complete (when using signing order) |
| Sent | DocuSign has sent the email to the recipient |
| Viewed | Recipient has opened the document |
| Signed | Recipient has completed signing |
| Canceled | You or an agent canceled the signature request |
Managing signature requests
Sending reminders
You can send reminders to recipients who haven’t signed yet by locating the signature task and clicking Send Reminder.- Maximum of 1 reminder per day per recipient
- Both agents and clients can send reminders
- If both send a reminder on the same day, the second attempt is suppressed
Viewing signed documents
Once a recipient signs, the task status updates to “Signed.” Agents can download the signed document from the task card. Commenda stores the signed document with the service request.Canceling signature requests
Agents can cancel signature requests that are in progress. When canceled:- Commenda voids all pending signatures
- Recipients can no longer sign the document
- Commenda marks all tasks as “Canceled”
Signer experience
When someone receives a document to sign:- They receive an email from DocuSign with a link to view and sign the document
- They click the link and review the document
- They complete the required signature fields and submit
- No DocuSign account is required to sign
What happens after signing
- When a recipient signs, the task status updates and you can download the signed document
- If multiple signers are required, DocuSign automatically notifies the next recipient
- When all recipients sign, Commenda marks the envelope as “Completed”
When a recipient declines to sign
If a recipient declines to sign:- DocuSign automatically cancels the entire envelope — it voids all signatures, not just the one that was declined
- Commenda marks all tasks as “Canceled” — including recipients who haven’t been notified yet
- Commenda records the decline reason — the task description shows which recipient declined
- No further signatures are possible — you must create a new signature request
Notifications
DocuSign’s native notification service handles all signature-related notifications — not Commenda’s notification system. This includes email reminders, confirmation emails, and completion notifications.The DocuSign integration is available to service providers and advisors. Contact your Commenda account manager for setup.