This guide is intended for Kno2 administrators configuring the DocuSign Send and Sign integration. Please review the Prerequisites and High-Level Walkthrough below prior to configuration.
Prerequisites
Prerequisites
Integrated EHR: Your EHR must be integrated with the Kno2 Capabilities API – Kno2 Send and eSign.
Completed Order: An order for Kno2 Send and eSign must be receive by the Kno2 team from your EHR or via stand-alone quote.
Active Kno2 Account: Your Kno2 account must be fully activated.
DocuSign Account: Required for use of Kno2 Send and eSign envelopes.
A Kno2-issued DocuSign account will be created and setup automatically by Kno2 upon submission of an order.
If you have an existing DocuSign account, the onboarding process may be impacted. To avoid onboarding delays:
Please inform Kno2 if you or your organization have a DocuSign account.
Kno2 DocuSign accounts may be subject to requirements of the existing DocuSign account.
Dedicated "From" Email Address: An email address used during the configuration of the DocuSign integration, which will appear as the “From” address when sending DocuSign envelopes.
Log in to your current email provider.
Follow your email provider's instructions adding a new email address or alias.
If you are unsure of how to do this, work with your IT support team.
Use this new email or alias in your Kno2-issued DocuSign account as the DocuSign sender account as outlined in the instructions below.
This email address will be used for display purposes on outgoing signature requests and should reflect desired external branding.
High-Level Walkthrough
High-Level Walkthrough
Step 1: DocuSign Activation Email and Account Setup
Description: The customer administrator included in the order will receive an activation email for the Kno2-issued DocuSign account. The email will be from DocuSign.
Actions Required: The email recipient must complete the setup process for the Kno2-issued DocuSign account by following the instructions provided in the “Configuration Walkthrough with Screenshots” detailed below.
Step 2: Kno2 Configuration Instructions
Description: A customer administrator will follow instructions for configuring their Kno2 tenant with the correct settings for Kno2 Send and eSign.
Actions Required: Follow the instructions provided in the Configuration Walkthrough detailed below to configure the necessary settings.
Kno2 Send and eSign Training and Go Live!
Description: An administrator or end user will receive training on how to use Kno2 Send and eSign from an integrated EHR’s team to assist and participate in ‘go live’ planning!
Actions Required: Participate in the provided training sessions to understand how to use the system effectively.
Configuration Walkthrough
If you or your organization already use DocuSign or has a DocuSign account, inform the Kno2 team in advance. Kno2 DocuSign accounts may be subject to requirements of your existing DocuSign account
Step 1: Kno2-issued DocuSign account activation and configuration
Activate your new Kno2-issued DocuSign account
Log out of any existing DocuSign accounts in your default browser.
Open the automated email received from the Kno2-issued DocuSign account.
Click Activate.
Create a password and security questions following the instructions.
Click LOG IN.
Once logged in, you will be taken to the DocuSign homepage.
Your DocuSign account is now activated with a username and password for managing the Kno2-issued DocuSign account.
This login is for the Kno2 administrator included in the order. They may add additional users or administrators to the DocuSign account if desired.
Configure your new Kno2-issued DocuSign account
Create a new DocuSign user within the Kno2-issued DocuSign account.
Navigate to the DocuSign homepage (https://apps.Docusign.com/send/home).
Click Settings at the top of the page.
Click Users on the left side of the page.
Click Add User.
Follow the Add User instructions on the page.
Enter Email Address
Recommended: Use the email address created in Prerequisites item 5.
The username and email address are used for display purposes on outgoing signature requests and should reflect desired external branding.
If you intend to use the same email address across multiple DocuSign accounts, the username must be the same across all accounts.
If you want a different username to appear, DocuSign requires a unique email address.
Enter Profile Information
Only the full name is required; Kno2 recommends it reflects the organization's external branding, such as the organization's name, as this is what shows up on the email that is sent out.
Set Security Settings
Leave Access Code blank.
Permission Profile and Groups
Select DS Sender from the Permission Profile dropdown
Once added, an activation email will be sent to the user.
Click the Activate button in the DocuSign activation email received.
Set a password for the new user account.
This username and password will be used in the next step to configure the Kno2fy tenant to be used for Kno2 Send and eSign.
Step 2: Kno2fy tenant configuration for Kno2 Send and eSign
Add an Address
Login to your Kno2fy tenant as an administrator (https://app.kno2fy.com/).
Click the Settings gear in the top right corner.
Click Addresses under Document Sources.
Click the + button in the top right corner.
Complete the Create Address form.
Address Type
Select Organization.
Nickname
This is a name to remind you of the use of the address, e.g., "Signed DocuSign Documents".
Address
This is the prefix of the address that will be used to receive the signed and completed documents from Kno2 Send and eSign.
Example Address: DocuSign = Docusign@abc-clinic.direct.kno2fy.com.
Domain
This will automatically populate and is read only.
Send Permission(s)
Leave blank.
This address will only be used for receiving signed documents programmatically. No users need to be added to the send permissions.
Click Save Changes to save the address.
We do not recommend giving send permissions to any users as this is strictly for receiving signed documents through Kno2 Send and eSign.
Configure Integration
Login to your Kno2fy tenant as an administrator (https://app.kno2fy.com/).
Click the Settings gear in the top right corner.
Click API under Settings.
Click the + in the integrations table to add a new integration.
Select DocuSign API in the Add Integration modal.
Check the box Allow Kno2 and connected applications to use this account.
Click Sign in with DocuSign. A new tab will open.
Login to DocuSign in the new tab using the non-administrator user added to the Kno2-issued DocuSign Account created in Step 1.
This is the email account that will be used to send requests for signature from DocuSign.
Click Allow Access when prompting after entering email and password.
You will be redirected back to the Kno2fy tenant API settings afterwards.
Once logged in, expand the down arrow to confirm the correct DocuSign account user has been configured.
This should be the same user you added in step 1.
Click the Pencil icon in the row for 3 to continue configuration.
Select your DocuSign account in the Account dropdown.
Select the Receive Address created in Setup Kno2 Send and eSign Receive Address section above in Step 3.
Click Save.
Click the Activate icon to turn on the Kno2 Send and eSign capabilities to complete the process.
The icon will change from red to green when activated.
Begin using Kno2 Send and eSign to start requesting provider signatures with ease!