video1.0<iframe src="https://www.loom.com/embed/08a501b3c90a466287a382c31637235f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/08a501b3c90a466287a382c31637235f-91368b29460b7567-full.jpg760.299This tutorial demonstrates how to use DocuSign integration within Ledgy to automatically generate and process grant letter signatures. Key Process: - Template Creation: Build grant letter templates using Ledgy variables (stakeholder info, grant details) and DocuSign anchors (signature placement, dates, names) - Custom Fields: Incorporate both stakeholder-level and transaction-level custom fields into templates using specific variable structures - DocuSign Setup: Connect DocuSign integration and configure signatory order (typically company signatory first, then stakeholder) - Document Generation: Create grants with templates attached to automatically generate personalized letters ready for signature - Signature Workflow: Send documents through DocuSign where signatories receive emails and sign in designated anchor locations Articles mentioned in this video: Which variables can I use for my document templates (grant letters, exercising letters, etc)? https://help.ledgy.com/en/articles/20570-how-to-use-docusign-for-signatures Key Features: - Variables automatically populate with real data from Ledgy - DocuSign anchors control exact placement of signatures, names, and dates - Sequential signing workflow ensures proper document execution - Completed documents automatically sync back to Ledgy with timestamps Main Benefits: - Streamlined signature process through DocuSign integration - Automatic population of grant and stakeholder information - Controlled signature placement and workflow - Complete audit trail of signing process