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The DocuSign application is a tool that enables electronic signing of documents online. Below are the steps necessary to sign a document using DocuSign in conjunction with the Jira system. |
Step 1: Installation and Configuration
After installing the DocuSign application and configuring the settings (Jira initial setup - DocuSign for Jira ), you can initiate the process of signing documents online.
Step 2: Navigate to your Jira project
Make sure you have a project created in Jira, and you possess the necessary access rights. This applies to various project types, including Jira Software Company-Managed, Team-Managed, or Service Management projects.
Log in to the Jira system using your credentials.
Navigate to the task or issue that contains the document requiring your signature.
Step 3: Select "Sign by DocuSign" option
In the opened Jira task, go to more actions (1).
Then choose "Sign by DocuSign" from the available options (2).
Step 4: Configure DocuSign Signing Settings
Upon entering the "DocuSign Signing Settings" window, you will encounter three selectors, each serving a specific purpose. Select Attachment to Sign (1) -help you to choose the document you intend to sign.
A task can have multiple documents, each of which is available in the list. A document can be signed during a process.
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Note that only PDF files will be visible and available for signing. |
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By default, users in The DocuSign for Jira can sign PDF documents with a maximum size of 15 MB per file. |
If you wish to retain a copy of the original document after the entire process, mark the checkbox labeled "Keep original document." (2) . Otherwise, the signed document will overwrite the original at the end of the process. Thanks to Signature Type (3)you choose the appropriate signature type from the available options. The last selector is Signature Finding Type (4).This step allows you to customize your signing preferences, ensuring you select the right place for signing.
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Currently the “Keep original document” option is only available for a signed attachment and can only be used once when signing documents. This should be noted, especially if the issue contains multiple files to be signed. |
You can choose between two option:
Manual → Allows you to place your signature using "drag and drop" functionality. This is ideal when you want precise control over the signature placement.
Automatic → Enables DocuSign to locate predefined signature areas within the document. This option is convenient when you want DocuSign to identify and place the signature in predetermined locations (globally or locally).
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More info about envelope settings here: Types of finding the signature location |
Step 5: Generate Document
Click the "Generate" button to generate a document ready for signing.
After a few seconds, your document will be prepared for signature. Click “Sign document” and you will be redirected to DocuSign webpage.
Step 6: Provide your electronic signature in the DocuSign Application
Depending on the chosen signature search option, you can proceed with this step in different ways. If you have selected the manual option, locate the spot in the document where you want to place your signature. Then, from the left menu, select "Signature" and place the visible signature in the chosen spot. If you have chosen the automatic option, upon accessing the application page, you should have the spot requiring your signature already marked. It will be indicated by yellow box with arrow icon. To sign, simply click on it, and the signature will appear.
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If the global or local automatic settings are incorrect (the value in the anchor string cannot be found in the document), the application will force you to proceed manually. Learn more about envelope configuration here: Types of finding the signature location |
Step 7: Completion of the Process
After signing, proceed by clicking one of the the "Finish" buttons (1). Close the window to return to the Jira system.
After each action you will get proper information about completion.
If you are interested in other actions (2) such as "Finish later", “Print & Sign or "Decline to Sign" then choose one of this option. More info about these action you can find here: Completion of the signing process - DocuSign for Jira
If the user delays signing the document, the session may expire and the following message may appear:
The default session time is 20 minutes, a value imposed by DocuSing (https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=tuw1583277327743.html&_LANG=enus ), but the time can also be changed by the admin in the application settings. He can select a value between 1 minute and 120 minutes.
Step 8: Verify the Signature in Jira
Return to the Jira system. Locate the attachments section where you will find the newly signed document. This allows you to verify that the document has been successfully signed and attached to the task.
Step 9: DocuSign Signature History
To access the signature history, go to the “Activity” section under “Description” and select the last tab the "DocuSign signing history" (1) . Here, you will find a comprehensive record detailing the history of document signatures.
This is only visible if you have performed any document signing actions in DocuSign.
By following these steps, you can efficiently sign documents online using DocuSign in conjunction with the Jira system.