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Contract Lifecycle ManagementLease management

Axxerion Integrates with DocuSign for Seamless eSignature Process of Documents

By September 13, 2024No Comments

Axxerion offers a seamless integration with DocuSign for the electronic signature of contracts, enhancing the efficiency and reliability of document management in CLM. The integration facilitates a streamlined eSignature process by allowing users to prepare, send, and track documents directly through Axxerion’s platform. This approach not only ensures the privacy of sensitive information but also personalizes the web experience by adapting the workflow to the individual needs of each client.

Within Axxerion, all contract and lease information are initially set up, after which the system generates the necessary documents. The documents are then connected to a DocuSign envelope before submission to the other party for review and electronic signature. Throughout this process, Axxerion actively monitors the document’s status, automating further actions based on the responses received from the other party, whether it’s a signature or request for revisions.

DocuSign’s integration with Axxerion enhances the execution of agreements, providing copies to all relevant parties while maintaining an updated record and complete history within the system. This integration underscores the value of modern technology in business operations, offering an efficient method for secure and adaptable eSignature process for contract management.

Understanding eSignature Integration in Axxerion

Axxerion provides a comprehensive electronic signature solution for managing contracts through seamless integration with DocuSign. This process enhances efficiency and personalization, from contract setup to signature completion and document storage. It incorporates extensive workflow management and document tracking capabilities.

Contract Setup and Information Management in Axxerion

Contracts begin with detailed information setup in Axxerion, ensuring all necessary data is organized and accessible. Users enter critical details, including terms, conditions, financials, and parties involved. This information forms the contract’s backbone, establishing a robust foundation for subsequent processes.

Workflow Submission and Document Generation

Axxerion employs a structured and configurable workflow to submit documents for review and signing. It sends the document to the relevant parties, initiating the eSignature process. Axxerion automatically generates the document and sets it up with DocuSign, reducing manual effort and ensuring accuracy.

This process is crucial for consistency and reliability, as accurate document generation leads to seamless contract lifecycle management. It allows timely submission and tracking of necessary cookies and performance metrics.

DocuSign Envelope Connection and Launch

Axxerion links the generated document to a DocuSign envelope, a required step for initiating the eSignature process. Clients must acquire DocuSign envelopes, which Axxerion uses to connect documents and the signing experience. Once linked, Axxerion launches DocuSign, ensuring prompt and secure document dispatch to the other party. This integration optimizes workflow and enhances electronic signature functionality, offering a reliable platform for contract management eSignature.

Tracking Activity and Managing the Signing Process

Axxerion’s workflow monitors document activity, tracking progress from submission to signing. It alerts users to any actions taken by the other party or lack thereof. Upon successful signature completion by one party, Axxerion retrieves the signed document and advances it to subsequent steps, supporting performance and contract lifecycle continuity.

If markups are present, the workflow allows for routing the contract for revisions and negotiations. This responsive system ensures contracts are finalized efficiently and re-submission occurs as needed. Axxerion provides comprehensive tracking, ensuring each stage of the signing process is managed effectively.

Internal Execution and Finalization

Once the contract has been signed by the outside party, the next step involves internal execution. This process is managed within Axxerion, ensuring that each involved department or individual is notified of their responsibilities.

Activation and Storage of Signed Contracts

Upon successful execution by all parties, the contract is activated within Axxerion. Activation makes the contract operational, allowing parties to commence obligations as stipulated.

Data Storage: Document storage is automated, with signed copies securely stored in Axxerion’s database as well as DocuSign. This enables easy retrieval and auditing in the future.

Configurability and Customization Options

Axxerion offers significant configurability based on each client’s requirements. Each step in the document management process can be adjusted and reconfigured.