DocuSign Integration

To configure the DocuSign integration, you must have Organization Administrator privileges within your FourthParty workspace.

• The integration utilizes a “System Sender” model. Once the Organization Admin successfully connects the firm’s DocuSign account, all authorized workspace members can send agreements using that centralized connection.
• Pre-requisite: You must have your standard agreements (e.g., Settlement Agreements, Mediation Contracts) saved as Templates inside your DocuSign account with predefined roles and tabs.

FourthParty utilizes a secure, industry-standard OAuth 2.0 connection to link your accounts without storing your passwords.

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Step 1: Navigate to Integrations
Log in to your FourthParty dashboard, navigate to Settings > Integrations, and locate the DocuSign module.

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Step 2: Choose Your Account Path

• Existing DocuSign Customers: Click “Connect DocuSign”. You will be redirected to DocuSign’s secure login portal.
• New to DocuSign: Click “Start Free Trial”. This will open our Partner Referral modal, allowing you to quickly provision a new DocuSign account before proceeding to the connection step.

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Step 3: Grant Consent
Log in with your DocuSign credentials. You will be prompted to grant FourthParty permission to create envelopes and retrieve completed documents. Click Accept.

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Step 4: Select Your Target Account
If your DocuSign user profile is associated with multiple DocuSign accounts or workspaces, FourthParty will display an “Account Selection” modal. Select the specific firm account you wish to link to this FourthParty workspace and click Confirm.

Once connected, FourthParty can automatically inject case data into your DocuSign templates to eliminate manual data entry.

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Step 1: Open a Case File
Navigate to any active case in your FourthParty dashboard and click the DocuSign tab.

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Step 2: Select a Template
FourthParty securely fetches the list of available Templates from your connected DocuSign account. Select the template you wish to use (e.g., “Standard Mediation Agreement”) with the “Send for Signing” action.

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Step 3: Map Recipients, Customize Email, and Send

The FourthParty UI allows you to route your document by mapping recipients to the specific signing roles defined on your underlying DocuSign template.

• Add Existing Case Parties: Quickly assign existing case participants to the document by clicking + Add as Recipient next to their name in the case list.
• Add Ad-Hoc Signers: Need to include someone outside the immediate case file? Click + Add Custom Recipient to manually enter their Name and Email address.
• Map to Template Roles: For every recipient added, select the appropriate designation from the Role Name dropdown (e.g., “Signer”) to ensure they are properly mapped to the signature fields on your DocuSign template.
• Note: FourthParty automatically passes standard case variables (case_name, case_date, case_number) into the matching text tabs on your template in the background.
• Configure Email Delivery: Customize the Email Subject and Email Body to personalize the notification sent to all recipients.
• Dispatch Envelope: Click Send for Signing. FourthParty constructs the payload and dispatches the envelope directly via the DocuSign API.

You do not need to manually check DocuSign for envelope statuses or download files.

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FourthParty utilizes real-time DocuSign Connect Webhooks. The moment all parties have signed the agreement, DocuSign instantly notifies the FourthParty server. Our system automatically securely downloads the finalized, executed PDF and saves it directly to the Files tab of the corresponding case in FourthParty.

Organization Admins can revoke DocuSign access at any time.

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Step 1: Navigate back to Settings > Integrations in FourthParty.

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Step 2: Click “Disconnect” on the DocuSign module.

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Step 3: FourthParty will immediately delete the stored OAuth access and refresh tokens from our database, terminating the connection. To re-enable, you must complete the OAuth flow again.