DocuSign

The DocuSign integration can be used to embed DocuSign agreements inside learning content. By using our content authoring tool, you can build a learning experience that provides context and explains key concepts to increase signer confidence.

This integration is best suited to organisations that use DocuSign to send agreements to employees or customers and wish to build a seamless learning journey around the signing flow.

Enabling the DocuSign Integration

To get started with DocuSign, log into the ClearXP admin interface and navigate to the Integrations screen. A list of available integrations will be displayed at the top of the screen. Click DocuSign to get started.

A new browser window will open, asking you to log into your existing DocuSign account.

After signing in, you will need to provide consent to the ClearXP application to perform actions on your behalf. Click Allow Access to continue.

If everything worked correctly, you'll see the following success message.

Embedding DocuSign into Learning Content

After enabling the DocuSign integration, you'll provide access to a new component in the ClearXP authoring tool.

In the Components pane, scroll all the way to the bottom and take note of the new DocuSign Embed component. Drag the component onto the page.

Thus will embed a DocuSign agreement into your learning content. The DocuSign agreement will be dynamically loaded when a learner launches your content – ClearXP will retrieve the relevant agreement for the user launching the content and automatically load it into the page.

You can also ensure enforce signing of the agreement for the user to earn a completion for this learning module. Click the DocuSign Embed component you added to the page and from the Properties pane, select the Required for Completion option.