4a) Creating Contract Templates Using the NEW DocuSign Interface


Integrations Guide

Follow the steps below to create a contract template using the NEW DocuSign interface.

On the 'Add Recipients' section you'll want to think through the order you wish to have signatures completed.

In our example below, we're going to have the Customer sign first, followed by the Sales Rep, Technician, then finalized by a Back Office recipient.

The order in which signatures are completed is up to you. Additionally, it's only necessary to have two signatures (customer and someone from your company) but you can have more signers if needed for your process.

When setting up each signer, except for Back Office, use 'Placeholder' instead of 'Person'.

The correct name must be entered for the 'Placeholder'. These names tell SecurityTrax which actual names to use on the contract. (See list and image below for a description and example).


Customer associated with the account.


Will prompt DocuSign to automatically send the Customer a copy of the completed contract. Select 'Receives a Copy' when creating the Recipient in DocuSign. Customer-CC should be your last Recipient.


Sales Representative associated with the Customer account.


Technican associated with the Customer account.

'Primary' or 'Secondary' help further define the signature order. For example, 'Customer-Primary' would sign first, then 'SalesRep-Primary', followed by 'Customer-Secondary' if your process requires the same signer to sign at different times during the contract process.

Back Office can be left as a 'Person'. This is where you'll enter '' created in a previous step.

You can easily change the order in which signatures will takes place by checking the 'Set signing order' check box.

In our example, the Back Office recipient could be changed to 'Receives a Copy' instead of 'Needs to Sign'. This means the contract would be finalized when the Techncican signs the contract.

Document Labels: The Document Labels we created in an earlier step won't be displayed. This is intentional.

Applying DocuSign Fields Using the NEW DocuSign Interface

You'll now see tools on the left, the first page of your contract in the center, and thumbnails of your contract on the right.

Applying SecurityTrax Field Names Using the NEW DocuSign Interface

By placing SecurityTrax Field Names on your DocuSign template you'll be telling SecurityTrax where to place specific information.

It's recommended to place the SecurityTrax Fields using one of the Recipients from your company (e.g. SalesRep, Technician, or Back Office if applicable).

After adding all Text Fields and applying the correct SecurityTrax Field Names, your contract template is ready to test.

Create a test Customer in SecurityTrax and click on the DocuSign button on the Customer Record. Choose the correct template and click 'Sync' then 'Send'.

If, based upon your review, all of the Fields are filled in correctly, the template is ready for use by your company through SecurityTrax!