DocuSign FAQ

Question - Is the Trial Interactive able to integrate with both versions of DocuSign, both normal and 21CFR Part 11 Compliant Version?

Answer: ​Both versions work, but each client must take responsibility to determine if they need the Part 11 compliant version. For use within the Life Sciences, choosing the 21 CFR Part 11 Compliant version of DocuSign is a must. We can support both regular and Single Sign-On versions. We do not support batch signatures in an envelope, however.​

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Question: If I have a stack of DocuSign user licenses, what is the process for having those users active in our system? It is necessary to understand this to determine the UAT and validation processes we need to follow?

Answer: We request an integration key from DocuSign to marry the DocuSign system to Trial Interactive systems. TI then matches users based on identical email addresses between the two systems. If your company is not using Single Sign-On, you will have two separate credentials (username/password), one for each both systems, and each is invited, removed, and managed separately.

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Question – what are the eSignature workflow options in TI available for DocuSign

Answer: Currently we have an action called eSignature. You pick documents you want, prepare the envelope, send your documents for signature, choose your Docusign workflow (serial or parallel), and prepare the envelope (choose users and signing order). Once sent, the users get email links or alternatively, they can sign directly onto TI and click the eSignature button.