Documents & E-Signature
DocuSign + ATALI ELECTRIC
Send engagement letters, agent authorization forms and evidence approvals for signature through your DocuSign account, and file the completed documents to the parcel.
OAuth 2.0 (DocuSign Authorization Code Grant)How it works
Appeals depend on signatures: a contingency engagement letter, an owner's authorization for an agent to act on the account (in Texas, Comptroller Form 50-162, the Appointment of Agent for Property Tax Matters), and the client's sign-off on the evidence before it is filed. ATALI ELECTRIC connects to your DocuSign account through the DocuSign eSignature REST API, so these documents go out from your own account with your branding and your sending limits.
A user authorizes the connection with DocuSign's OAuth 2.0 Authorization Code Grant. ATALI ELECTRIC then creates envelopes from documents generated for the parcel, fills recipient names from the client record, and receives envelope status updates through DocuSign Connect. When an envelope is completed, the signed PDF and certificate of completion are stored with the parcel and the appeal record moves forward. ATALI ELECTRIC holds no DocuSign partnership; the integration uses DocuSign's public API under your account.
- Authentication
- OAuth 2.0 (DocuSign Authorization Code Grant)
- Sync cadence
- Real time through DocuSign Connect status events
Data flows
- Envelopes OutboundEngagement letters, agent authorization forms and evidence approval packets sent as envelopes with signer and carbon copy recipients.
- Envelope status InboundSent, delivered, completed, declined and voided events received through DocuSign Connect and shown on the appeal timeline.
- Completed documents InboundThe signed PDF and certificate of completion downloaded and stored with the parcel.
- Recipients Two-waySigner names and emails come from the client record, and signer status returns to the appeal record.
Field mapping
- envelopeIdSignature request ID
- statusSignature status
- sentDateTimeSent date
- completedDateTimeSigned date
- recipients.signers.nameClient signer name
- recipients.signers.emailClient signer email
- documents (combined PDF)Signed document on the parcel
Set up in 4 steps
- 1Under Settings, Integrations, DocuSign, select Connect and sign in to DocuSign to grant consent.
- 2Choose the DocuSign account to send from if your login has access to more than one.
- 3Pick which ATALI ELECTRIC documents go out for signature: engagement letters, agent authorizations or evidence approvals.
- 4Send a test envelope to yourself and confirm the status updates on the appeal timeline.
Used for
- →Collecting signed agent authorizations for a 60-parcel Texas portfolio before the protest deadline.
- →Getting a client's documented approval of the final evidence binder before it is filed.
- →Sending contingency engagement letters with the fee percentage and covered tax years filled in.
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