Send the signing documents through Docusign
Docusign envelopes sent from the deal board, followed in the Signing view, and the signed PDFs downloaded with Docusign's Certificate of Completion.
Screenshots are taken from the app on every release. Updated 2 November 2026.
The documents are agreed and the signing set is final. Instead of building every envelope by hand in Docusign, you run signing from the deal board: each task that needs a signature becomes an envelope, and the board shows where each one stands until the last signature is in.
Two questions decide how you send. Does each document have its own signatories, or does the same group sign the whole set? And is every signatory's name and email address right? Once an envelope goes to Docusign, it can no longer be changed from the board.
Signing needs your firm's Docusign account to be connected to Juristic. If it is not, Send to signing tells you so, and an organisation admin can connect it: see connect the firm's Docusign account.
Add the Signing view
Open the deal board, click Add view (the + after the views) and choose Signing. Adding views takes a board manager. A board has one Signing view. It adds a Signing Required? column for the envelopes; the documents come from the tasks' Files columns.
Mark the documents for signing
Switch to the table view. Attach the agreed documents to each task that needs a signature in a Files column. If the board has no Files column, add one first; see choose what to track on each task.
If colleagues sign, assign them to the task before you start: the people assigned to the task come with it into the envelope as signatories. Signatories outside the firm, such as the buyer's directors, are added in the next step.
In the Signing Required? column, click Start. This creates a draft envelope with the task's current files and assigned people, which you can still change before anything goes to Docusign. Every task you start needs a file in a Files column.
Check each envelope
Open the Signing view. Every task you marked has an envelope, named after the task, with its documents, its Signatories and a status. A new envelope is Draft: it exists only in Juristic so far.
Click + Signatories on the envelope to add the people who sign. Search the people already on the matter, or click Create to add someone new with a name and email address, then click Save.
Check every name and email address. To correct one, point at the signatory, click the pencil, and save. Docusign needs both a name and an email address for every signatory: if one is missing when you send, Juristic stops with Cannot send to Docusign and lists who is missing what.
Click + Documents on the envelope to add a document already in the matter, for example the board minutes that approve a share transfer. To add a new file, use Import or drop it into the envelope. To replace a file before sending, click the arrows beside it and choose the replacement; the original document stays in the matter.
Send to Docusign
Click Send to signing on an envelope to send that one. To send several at once, tick the box beside each draft envelope and click Bulk signing above the envelopes.
Choose how the envelopes are made. Individual (one envelope per task) sends each task's documents to its own signatories. Bulk (one envelope for all tasks) puts the documents and signatories of every ticked task into one envelope, so each signatory signs the whole set in one go. With one task, Bulk (one envelope for all tasks) is greyed out and the text below it says “Select two or more tasks to send them in one envelope.” Tick at least two draft envelopes to enable it. A new send starts with Individual (one envelope per task) selected.
- Under Docusign account, pick the account to send from and click Send to Docusign. If Docusign asks who you are first, click Log in to Docusign, sign in to your Docusign account and send again.
Once sent, an envelope is locked on the board: its documents and signatories can no longer be changed in Juristic. Go to Docusign opens the envelope in Docusign, where any correction, resend or void is done.
If starting or sending is blocked
If Start is refused because a task has no file, the notification names the tasks to fix and stays open until you dismiss it. Add a file to each listed task before starting again. If the board has no Files column, the notification asks you to add one and a file to each task.
Before sending, the dialog checks the selected envelopes for files. If an envelope has none, or contains a file that cannot be sent, it lists the task and the files to fix and disables Send to Docusign. A task with no document is listed as “no file”. Add the missing file or replace the listed files in the draft envelope, then open Send to signing again.
The same list appears in a notification if the send is refused after you submit it. Use the task names to find the envelopes that need attention.
| Message while sending | What to do before trying again |
|---|---|
| The status bar names a file and task and says the file can no longer be found | Add the file to that task again |
| The status bar names a file and task and says it cannot be sent to Docusign | Replace it with a file Docusign accepts |
| Docusign refused the request: followed by a reason | Resolve that reason, such as an account limit, with the firm's Docusign administrator |
| Log in to Docusign | Sign in to the chosen account, then send again |
Follow the signatures
- Each envelope's status changes on the board as Docusign reports progress, and each signatory has a status of their own. Point at a status to see what it means.
| Status | What it means for the closing |
|---|---|
| Sent | Docusign has emailed at least one signatory |
| Delivered | The signatories have opened the documents |
| Completed | Everyone has signed |
| Declined | A signatory refused to sign: find out why before anything else |
| Voided | The envelope was cancelled in Docusign or expired |
The status also shows in the Signing Required? column of the table view.
Download the signed documents
- Click Download signed PDF on the envelope. You get one PDF with the documents as they stand in Docusign and Docusign's Certificate of Completion. It works while the envelope is still partly signed, which is useful when the other side asks what has been signed so far.
- Add the signed PDFs to the closing set: see put together the closing binder.
Tips from practice
- Check the emails against the signing instructions. A typing error in an address is the most common reason a signature does not arrive, and after sending it can only be fixed in Docusign.
- Individual for different signatories, bulk for the same ones. Board minutes for each subsidiary go to different directors; the main agreement and its ancillaries usually go to the same people.
- Changed your mind before sending? Delete the draft envelope with the bin icon. The task keeps its files, so you can start again.
- Keep the Signing view. Deleting it removes the Signing Required? column and every envelope's data from the board.
Before signing, check what is still open with find what is outstanding before closing. After closing, wrap up the board.