1. Getting Started & Profile Setup
Before using the platform, it is recommended to set up your account profile.
1.1 Updating Your Profile
Navigate to: Sidebar Menu → Profile
Update your basic information: First Name, Last Name, Email.
Fill in your Company Name, Address, City, Country, and Phone Number.
Enter your Tax ID (This will appear on your automatically generated invoices).
Click the Save Profile button.
1.2 First Login Checklist
- [ ] Add a payment method under Cards.
- [ ] Subscribe to a plan under My Subscription Plans.
- [ ] Configure your CRM connection under Organization Settings.
2. Dashboard Module
Your Dashboard provides a real-time overview of your document operations.
2.1 Navigation & Widgets
Navigate to: Sidebar Menu → Dashboard
Top Statistics Cards:
- Total Documents: The total count of generated/uploaded documents.
- Signed: Documents where all parties have completed the signature process.
- Pending: Documents awaiting one or more signatures.
- Expired: Signature requests that passed their deadline.
Activity Charts: View the 7-Day Activity Chart to see your document generation trends over the past week.
Storage Usage Meter: A visual progress bar showing how much Standard Storage and Compliance Storage you have used out of your total quota.
3. Salesforce Integration Module
Generate documents instantly directly from your CRM data without manual typing.
3.1 Connecting Salesforce
Navigate to: Sidebar Menu → Organization Settings → Salesforce Credentials
Enter your Consumer Key and Consumer Secret (from your Salesforce Connected App).
Enter your Salesforce Username and Password.
Specify the Base URL (e.g., login.salesforce.com for production).
Click Save Configuration. Your credentials are encrypted and stored securely.
3.2 Generating a Document
In Salesforce, open the record you want to process (e.g., a specific Contract or Opportunity).
Click the custom DocuSync Generate button on the record page.
Select Template: Choose your desired DOCX template from the popup.
Processing: The system automatically replaces placeholders like {{Contact.Name}} with actual Salesforce data.
Output: Choose whether to save it back to Salesforce Files, send it via email, or route it directly to the E-Signature Module.
4. Document Manager Module
The Document Manager is where you store, organize, and secure your files.
4.1 Creating Folders
Navigate to: Sidebar Menu → Documents
Click the New Folder button located at the top right.
Enter a Folder Name and select a color for visual organization.
Click Create. You can also create nested folders inside existing ones.
4.2 Uploading Documents
Navigate to: Sidebar Menu → Documents → Click Upload
Select the file from your computer (Max file size: 50MB).
Enter a descriptive Document Title.
Select Storage Type:
- Standard Storage: Regular, secure cloud storage.
- Compliance Storage: Immutable storage that cannot be modified.
If you chose Compliance Storage, select a Retention Period (e.g., 5 Years).
Click Upload. The system will verify the file and check for duplicates.
4.3 Moving and Searching Files
- Search: Use the search bar at the top of the Document Manager to search by document title across all folders simultaneously.
- Move to Folder: Click the Action Menu (three dots) on any file → Select Move → Choose the destination folder.
4.4 Recycle Bin (Trash)
Navigate to: Sidebar Menu → Recycle Bin
View documents that have been deleted.
Restore: Click the restore icon to send the file back to its original folder.
Permanent Delete: Click the trash icon to permanently remove the file from the cloud. (Note: Locked compliance documents cannot be deleted).
5. Compliance Vault Module
Compliance storage ensures your critical documents meet regulatory standards (WORM - Write Once Read Many).
5.1 Moving Files to the Vault
Navigate to: Sidebar Menu → Documents
Find a standard document and click its Action Menu.
Select Move to Compliance.
Choose the Retention Period (1 to 15 years).
Confirm. The document will now display a 🔒 (Lock) icon.
5.2 Managing Locked Documents
- Immutable Lock: While the lock is active, the document cannot be deleted, renamed, or altered by anyone.
- Extend Lock: If the retention period expires (icon turns to 🔓), you can click Extend Retention to re-lock it for more years.
- Downgrade: Once the lock expires, you can click Move to Standard to remove compliance protections.
6. E-Signature Module
Contracts and forms are sent to clients for legally binding electronic signatures seamlessly via your CRM.
6.1 Triggering a Signature Request
Note: Signature requests are generated exclusively through your Salesforce integration, not from the DocuSync dashboard.
In Salesforce, click the DocuSync Generate button on your record.
Select your template and ensure your signers (Contacts/Leads) are properly selected within the Salesforce prompt.
Choose the E-Signature delivery method.
The system will automatically route the document to the signers in the correct order.
6.2 The Signer's Experience
The client opens their email and clicks the Review Document button.
If OTP is enabled, a code is emailed to them which they must enter.
They check the Consent Box agreeing to sign electronically.
They click the signature block and choose:
- Draw: Draw their signature with a mouse or touch screen.
- Type: Type their name and select a font style.
- Upload: Upload a photo of their wet signature.
They click Submit. The system stamps the signature onto the PDF.
6.3 Tracking Signatures
Navigate to: Sidebar Menu → Signature Documents
Locate your document in the list to see real-time status.
Reminders: If someone hasn't signed, the system will automatically send follow-up emails based on your organization's reminder settings.
Once completed, the final signed document is available for download here and is automatically synced back to Salesforce.
7. Audit Trail Module
Every action taken on the platform is cryptographically recorded for legal protection.
7.1 Viewing Document History
Navigate to: Sidebar Menu → Audit Trail
You will see a chronological list of every event (Logins, Uploads, Signatures, Folder Creation).
View Trace: Click the Eye Icon next to any event to view the deep forensics.
The forensics report shows:
- The user who performed the action.
- The exact Timestamp.
- Browser, Operating System, and Device type.
- IP Address.
- Cryptographic Hash Chain verification.
8. Billing & Subscription Module
Manage your quotas, payments, and invoices independently.
8.1 Adding a Payment Method
Navigate to: Sidebar Menu → Cards
Click Add New Card.
Enter your card details securely (processed by Stripe).
Click Set as Default if you want automatic renewals to use this card.
8.2 Subscribing to a Plan
Navigate to: Sidebar Menu → My Subscription Plans
Browse the available plans. You will see limits for:
- Maximum Documents
- Standard Storage Quota (GB/MB)
- Compliance Storage Quota (GB/MB)
Click Subscribe on your desired plan.
8.3 Purchasing Storage Add-ons
If you run out of storage space but don't want to upgrade your entire plan:
Navigate to: Sidebar Menu → My Storage Add-ons
Choose either a Standard Storage Pack or a Compliance Storage Pack.
Click Purchase. The storage is instantly added to your dashboard meter.
8.4 Invoices & Transactions
- Navigate to: Sidebar Menu → Invoices
- View your payment history.
- Click Download PDF to get a copy of your tax invoice for accounting purposes (e.g.,
INV-2026-00001).
9. Integration & Developer Settings
9.1 Custom Email (SMTP)
Send system emails (like signature requests) from your own company email address.
Navigate to: Sidebar Menu → Organization Settings → SMTP
Enter your Mail Host, Port, Username, and Password.
Enter the From Name (e.g., "Acme Corp Legal").
Click Save.
9.2 API Credentials
If your plan includes Developer API access:
Navigate to: Sidebar Menu → Integration
Click Generate Keys.
You will receive an API Key and API Secret. Use these in your HTTP headers to connect third-party applications to your DocuSync storage vault.
DocuSync by SyncTech Solutions · 2026-05-20