Send For Sigs Setup

Electronic Signatures Setup

Electronic Signatures Setup

If you want to use electronic signatures (AKA Send For Signatures) the first thing you need to decide is if you want to pay for your own third party account or not. Currently the only third parties supported are DocuSign and Foxit eSign. We do not recommend getting your own third party account initially until you are sure you find the feature useful. Using a third party account has the following advantages:
  1. Customize the emails sent to recipients.
  2. Receive email notifications on progress.
  3. Easier to use customize documents.
  4. Items do not show up on ChartCaddy invoice.
  5. Might be able to get a volume discount.
  6. Use the Signature ID (where recipients are listed) to look up and manage a document on the third party website.

ChartCaddy

The default and easiest option is to use ChartCaddy itself for electronic signatures. If you are mostly content using the stock ChartCaddy templates, then all you have to do is tell customer support that you would like start using them because by default the "Send For Sigs" feature is disabled due to not being included in the base price. Not using your own third party account means Foxit eSign will be used and every time a document is sent to be signed to the first recipient then another $0.60 will be added to your next ChartCaddy invoice. If you want to use custom documents then you have to request additions and changes for your templates through customer support, which is not extremely convenient.

DocuSign

DocuSign is the gold standard when it comes to online digital forms, and is therefore the more expensive option. The first thing you have to do is connect a dedicated DocuSign user to ChartCaddy. You should use a dedicated user for ChartCaddy because it looks more professional, it is easier to keep track of which documents originated with ChartCaddy, and you probably want to keep the many notifications from DocuSign from cluttering up your personal mailbox.

To connect your DocuSign account all you have to do is log in to ChartCaddy, go to Settings -> Organization, and click the "Process DocuSign" button. You will be asked for the credentials for the DocuSign user you want to link. This is a one time thing, and once linked all documents sent to DocuSign uses this user. Any DocuSign template you create with a name starting with "CC" will become available to be selected in ChartCaddy automatically. This process happens automatically every night but can be expedited by clicking the "Process DocuSign" button again. In the future if you want to change DocuSign users or switch to using Foxit eSign or ChartCaddy then you need to contact customer support.

Foxit eSign

If you want to get your own Foxit eSign (formally called eSign Genie) account the process is actually a little involved, so please contact ChartCaddy support to help you with the process. Unfortunately Foxit requires now requires you to have an "Enterprise" plan to enable API access, which is what is required for integration with ChartCaddy. An Enterprise plan is much more expensive than a Pro plan, so you should call and verify the price of an Enterprise plan before starting the process of getting your own account. You can call the sales number on the Foxit eSign pricing page to find out how much an enterprise plan costs, and you might just ask them what the least expensive option is to have API access. If you anticipate a low volume of documents then it does not hurt to ask if you enable API access with just a "Professional" level plan.

The easiest way to get your own account has two major steps. First sign up for a "Foxit eSign Pro" plan. A Pro plan currently costs $300 a year for 500 documents, which works out to a little over 40 documents a month. If you go over that then they just charge another $300 for 500 more documents. Once you have a Pro plan then you need to call to get API access, which means you will probably need to upgrade to and "Enterprise" plan which is more expensive. In general the more documents per year you purchase from Foxit the cheaper they are. The final step is that (usually) some test files have to be submitted, so when you sign up for the account use a password that you won't mind sharing with us. That way we can jump through a lot of the hoops for you, and then you can update your password when we are done.

Once a Foxit eSign account is properly set up any template with a name starting with "CC" will become available to be selected in ChartCaddy. This process happens automatically every night but can be expedited by going to Settings -> Organization and clicking the "Process ESG" button. In the future if you want to switch to using ChartCaddy then you need to contact customer support.