Integrations: DocuSign to Trakstar Learn

Trakstar Learn's integration with DocuSign allows you to include an electronic signature process as part of your learning courses. When a learner reaches a designated module, Trakstar Learn automatically triggers DocuSign to send a document for signature. Once the document has been signed, the module and course are updated automatically.

How the Integration Works

The integration allows you to create an In-Person module that is linked to a DocuSign template.

When a learner reaches that module:

1. Trakstar Learn sends a request to DocuSign.
2. DocuSign emails the learner a signature request using the specified template.
3. The learner signs the document in DocuSign.
4. DocuSign notifies Trakstar Learn when the document has been signed.
5. Trakstar Learn marks the module as complete, allowing the learner to continue progressing through the course.

Before You Begin

Before configuring the integration, ensure you have:

• An active DocuSign account.
• One or more DocuSign templates that you want learners to sign during their course.

Set Up the Integration

1. Contact the Trakstar Learn Support team at learn@trakstar.com and request the DocuSign integration.
2. An Integration Specialist will work with you to configure the connection between Trakstar Learn and DocuSign.
3. After the integration has been enabled, create an In-Person module in Trakstar Learn.
4. Enter the DocuSign Template ID in the module's template field.

The Template ID tells the integration which DocuSign template should be sent when a learner reaches that module in the course.

Once setup is complete, learners who reach the module will automatically receive the corresponding DocuSign signature request.

Video Demonstration

Signing the Document and Completing the Module (Learner and Admin Views)

Frequently Asked Questions

Do I need a DocuSign account to use this integration?

Yes. You must have an active DocuSign account and create your document templates before using the integration.

Can I use different document templates for different courses?

Yes. You can create as many DocuSign templates as needed.

Create a separate module for each template and enter the appropriate Template ID. You can add these modules to any course that requires a specific document to be signed.

The same module can also be reused across multiple courses if the same document is required.

Does Trakstar Learn store the signed document?

No. Trakstar Learn does not store signed documents.

After a document has been signed, Trakstar Learn records the successful completion by assigning the module a passing score. The signed document itself remains stored in your DocuSign account.

Need Help?

If you'd like to enable the DocuSign integration, contact learn@trakstar.com to be connected with a Trakstar Learn Integration Specialist, who will guide you through the setup process and answer any questions.