Template-Linked Standard Document Pack

Problem

Our engagement letters are initiated from iManage, not directly from a DocuSign template.

The current process is:

1. The engagement letter is created and saved in the relevant iManage workspace.
2. The user right-clicks the document and selects Send to eSignature.
3. DocuSign opens with the engagement letter as the primary envelope document.
4. The appropriate DocuSign template is matched/applied, adding the required recipients, signature fields and metadata.
5. Once completed, the signed engagement letter and completion certificate are returned automatically to the relevant iManage matter.
6. Certain standard supplemental documents also need to accompany the engagement letter, but these are not currently added when the template is applied.

This means users would have to find and manually upload these supplemental documents to the iManage workspace every time, undermining an otherwise streamlined iManage-to-DocuSign workflow.

Proposed idea

Allow supplemental documents stored within a DocuSign template to be automatically added to an existing envelope when that template is applied/matched.

For example:

Engagement Letter Template

• Primary document: Engagement Letter from iManage
• Supplemental document: Terms of Business
• Supplemental document: Privacy Notice
• Supplemental document: Any other mandatory client document

When the user applies the Engagement Letter template to the envelope created from iManage, DocuSign would:

1. Retain the engagement letter supplied by iManage as the primary document.
2. Apply the template's recipients, tabs/AutoPlace fields and metadata.
3. Automatically append the supplemental documents associated with that template.
4. Continue through the normal signing process.
5. Allow the existing iManage eSignature integration to handle the completed envelope as normal.

Why this would be valuable

This would support integrations where a document management system such as iManage must remain the starting point for the envelope, while still allowing DocuSign templates to define the complete signing package, rather than only configuring the document already present.

For a law firm, this is particularly useful for repeatable document packs such as:

• Engagement letter + Terms of Business + Privacy Notice
• Retainer letter + standard regulatory notices
• Matter-specific agreement + standard schedules or information documents
• Any signing process where mandatory supporting documents must always accompany the primary document