Document Signature Integration: Sync Documents from DocuSign and HelloSign to Crew

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Which plans can use this feature?     Enterprise (for an additional fee)

Overview

Crew’s integration with DocuSign and HelloSign allows businesses to better connect frontline employees and HQ, by enabling them to send electronic documents ‘tops down’ from say, Ops or Human Resources, to the Crew app and obtain employee signatures in seconds.

Installing the Document Signature Integration

To install the Document Signature add-on, head to your enterprise’s Command Center, tap the Integrations tab, and tap the Add button on either the DocuSign or HelloSign add-on. Note: The add-on can only be installed by an administrator of your Crew enterprise.

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You will be prompted to fill out a form which will be sent to your Customer Success Manager at Crew. Once your CSM has completed the feature enablement, they will notify you so you can move on to the next step.

Generate Emails and Send Documents to Crew

Once enabled, click the Manage button on the DocuSign or HelloSign add-on. Click 'Start Setup' and follow the steps to generate email addresses for your employees, which you will use to send electronic documents to Crew for signatures.

Step 1: Generate email for employees

    1. Go to the Employees page in Command Center
    2. Click on the 3 dots to the right of the employee you want to send a document to
    3. Click 'Generate email'

Step 2: Send document from DocuSign/HelloSign to Crew

    1. Copy the email that is generated for the employee
    2. Paste the email address into DocuSign/HelloSign
    3. Send the document to the employee

View Document in Crew

When a crew member is sent an electronic document in the Crew app, they will receive a push notification.

To view and sign the document, the recipient should:

    1. Head to the Chats tab
    2. Tap on the dedicated DocuSign or HelloSign entry
    3. Tap on the document to sign it

DocuSign/HelloSign will automatically send status updates (ie. viewed, signed) to the same email, which will be viewable by the recipient in-app.

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Crew members will be notified when an email address is enabled, disabled, or regenerated for them by a Command Center admin.

Uninstalling the Add-on

To uninstall this add-on, head to the Integrations page in your Command Center, tap 'Manage' on the DocuSign or HelloSign add-on, tap the 3 dots in the upper right corner, and tap 'Uninstall'.