{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/08a501b3c90a466287a382c31637235f\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/08a501b3c90a466287a382c31637235f-91368b29460b7567-full.jpg","duration":760.299,"title":"Grant letter templating and signing workflows using DocuSign","description":"This tutorial demonstrates how to use DocuSign integration within Ledgy to automatically generate and process grant letter signatures.\n\nKey Process:\n\n- Template Creation: Build grant letter templates using Ledgy variables (stakeholder info, grant details) and DocuSign anchors (signature placement, dates, names)\n- Custom Fields: Incorporate both stakeholder-level and transaction-level custom fields into templates using specific variable structures\n- DocuSign Setup: Connect DocuSign integration and configure signatory order (typically company signatory first, then stakeholder)\n- Document Generation: Create grants with templates attached to automatically generate personalized letters ready for signature\n- Signature Workflow: Send documents through DocuSign where signatories receive emails and sign in designated anchor locations\n\nArticles mentioned in this video:\nWhich variables can I use for my document templates (grant letters, exercising letters, etc)?\nhttps://help.ledgy.com/en/articles/20570-how-to-use-docusign-for-signatures\n\nKey Features:\n\n- Variables automatically populate with real data from Ledgy\n- DocuSign anchors control exact placement of signatures, names, and dates\n- Sequential signing workflow ensures proper document execution\n- Completed documents automatically sync back to Ledgy with timestamps\n\nMain Benefits:\n\n- Streamlined signature process through DocuSign integration\n- Automatic population of grant and stakeholder information\n- Controlled signature placement and workflow\n- Complete audit trail of signing process"}