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DocuSign Integration with TMS - Unable to Use Personal DocuSign Signature

  • June 13, 2025
  • 0 replies
  • 17 views

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Hi.  We recently integrated DocuSign with our Treasury Management System, Reval.  The bank account management software is called IBAM.  When sending documents via IBAM for internal signature [ie signer update], DocuSign doesn’t allow the signer to open their DocuSign account to sign the document with their personal, uploaded signature image.  It only allows them to sign with a generic signature which we all know will not be accepted by the bank.

Any advice?  I created a case with DocuSign in April, and they told me when a document is sent via IBAM to DocuSign, the signer should be able to use their personal account.  That is now how it is happening.  Before I open another case, I wondered if anyone else has experience this issue, and if so, how was it corrected?

Thanks,

Tammy