The wePortal DocuSign enhancements allow:

  1. Document templates to be created for different users by default and to then be signed by new or existing users.
  2. Signature requests for Unique documents that change across time.
  3. Credentials, forms, and other documents that do not require signatures to be uploaded efficiently.

Templates are forms or documents that do not change often and need to be signed consistently by new users or renewed often. They can be used for a variety of use cases, such as:

  • Welcome Packets
  • New hire documents
  • Contracts
  • Consent to treatment

Unique documents are those that will consistently change but require signatures periodically. Some examples that change across time include:

  • Assessments
  • Behavioral Intervention Plans (BIP or BSP)

Documents that do not require signatures vary by location and company but can include:

  • Driver’s licenses
  • Certifications
  • W2s and 1099s
  • Resumes
  • Prescriptions for therapy
  • Reinforcer Surveys
  • Intake forms

Setting up your DocuSign Account on the Portal

  1. Click “Subscriptions” on the left-hand menu of the Portal
  2. Fill in your DocuSign account login information
  3. Fill in your DocuSign API information




If you do not have a DocuSign account, you must sign up for the service to take advantage of these features.

If you have an account but are unsure of the API username and password, follow these steps:

  1. Log into www.docusign.com
  2. Click the circle in the top right corner
  3.  Select “Go to Admin”



        4. Select API and Keys on the left hand menu



        5. Copy the API Username and Integrator Key into the corresponding fields of the Portal

        6. Select "Save"



Creating Templates

Templates must first be created in DocuSign by:

  1. Logging in at https://www.docusign.com/
  2. Click templates



        3. Create a new template




        4. Create your document template by:

  1. Giving it a title
  2. Creating a description
  3. Uploading the document


        5. Create as many recipients as necessary for your organization. Note: the templates may need to be updated as people in roles change.

            a. For the first recipient, Type in “placeholder” for the first field without quotations. The portal will automatically fill this in for you.

            b. Type in “Therapist” or “Client” for the second field without quotations.

            c. Leave the third field blank


For the second or any other subsequent recipients, type in the (1) name of the person in your organization that should (if necessary), (2) role, (3) email. Be sure the email matches the one in their portal user profile.


You can add as many recipients as needed.




        6. Click Next

        7. Add the fields that are needed in the document by dragging from the right hand side, such as signature and date

        8. Change the signer by selecting them on the right hand menu




        9. In the templates section

            a. Select your new template by clicking on it

            b. Select the info button

            c. Copy the document ID





        10. Select System Management in the portal left hand menu

a. Select “Documents”

b. Select “Add new record”

c. Paste the template ID into the “Document Template” field

d. Fill in the other fields

Document name should correspond to the template name

Select Document type “Sign” for templates (requires signature)

Select the type of users that should fill this out (will vary)

Select “Enable Document” if you wish to turn this document on for the indicated users

Select “Insert”





Your template should now appear for the selected users. They can sign the form by clicking “Documents” on their dashboard when they first login.

If there is more than one recipient, each recipient will receive the document in turn.


You can review a document by selecting “DocuSign documents” when searching for the user. After all parties have signed a document. The document will automatically be saved to the Client or Therapist documents folder.


Unique Documents

Treatment plans, evaluations, and other documents that change from time to time can also have electronic signature requests.

Option 1

  1. Generate the report in the “Reports” section by selecting a report template, client, and date range for the data
  2. Drag the signature fields into the desired location of the report
  3. Select “Request”




Option 2

  1. Search for the client
  2. Select “Request” under the signature column



        3. Select “File,” “Open,” and then upload a .DOCX, .DOC, .TXT, or .RTF file

        4. Drag in the Signature or required fields

        5. Select “Request”




Documents that Do Not Require Signatures but need to be uploaded and maintained on file

  1. In system management select “Documents”
  2. Select Add New Record
  3. Select “Upload” from “Type”
  4. Select all other fields and upload instructions for the users (word doc or pdf)



Once you've created an "upload" template, all users will have that file upload feature enabled in their "Documents" button of the dashboard.