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Signing Documents with DocuSign in leafplanner

Overview

leafplanner now integrates with DocuSign, allowing you to send and sign important documents directly from within your leafplanner account — without needing to download files, switch to a separate application, or manage signatures outside your workflow. 

Whether you're signing a document yourself or coordinating signatures from multiple parties, the entire process is managed within leafplanner.

Who This Feature Is For

Role

Primary Use

Family Members

Sign the documents you have been asked to review and execute

Advisors / Professionals

Send documents for e-signature to one or more recipients

How Signing Works

When you're ready to sign or send a document, open it in the leafplanner document viewer. You'll see a DocuSign button in the viewer toolbar at the top of the screen. Clicking it will launch the signing workflow.

Preparing and sending a document for signing

Use this flow when you need to add your own signature or send a document.

  1. Open the document in the leafplanner viewer.
  2. Click the DocuSign button in the toolbar.
  3. leafplanner will prepare a signature session
  4. A new browser tab will open with the DocuSign signing interface.
  5. Add email recipients and apply your signature or initials where indicated.
  6. Click Send to complete signing.
  7. DocuSign will return you to the leafplanner document section

Tracking Signature Status

Clients can monitor the progress of pending signature requests directly from the leafplanner document details page.

Viewing a Completed Signed Document

  1. From the document detail view, click on the document preview to open the document viewer.
  2. The signed version will open in the document viewer with signature indicators visible.
  3. You can download or continue working with the document from there.

Frequently Asked Questions

Does the signer need a DocuSign account? No. Recipients can sign documents via the link sent to their email without needing a DocuSign account of their own.

Where is the signed document stored? Signed documents are stored securely within leafplanner alongside an audit trail that records signer name, email, timestamp, and certificate details.

What happens if a signing session expires? If a signing link expires before a recipient completes signing, you can send a new request from the document's tracking view.

Can I sign on a mobile device or tablet? Yes. The DocuSign signing flow works across devices and browsers. The signing experience opens in a separate tab, which is compatible with mobile browsers.

Can I cancel a signing request after it's been sent? Yes. Contact your Concierge or Administrator, who can void the envelope from the tracking dashboard.

What if I don't see the DocuSign button in the toolbar? Ensure your account has signing permissions enabled. If the button is not visible, contact your administrator or reach out to leafplanner to add DocuSign to your subscription. 

Audit Trail & Security

Every signing event in leafplanner is backed by a DocuSign-generated audit trail, which includes:

  • Signer name and email address
  • IP address at time of signing
  • Timestamp for each signature event
  • Certificate of Completion

This ensures your documents are legally binding and traceable within the platform.

Need Help?

If you encounter any issues with the DocuSign integration, please contact the leafplanner support team. When reaching out, have the document name and the approximate time of the signing attempt available to help us assist you quickly.