DocuSign in the work.

These projects put agreements inside the operating job, with the right record updated when a document moves.

The system's place

The agreement stopped being a separate chase.

DocuSign generates or signs the document while the operating system keeps its status, approvals and next action. Staff can see what is waiting without searching another inbox.

Selected delivery records

What changed.

Each record names DocuSign's role in the delivered job. Client documents, field mappings and connection details remain private.

Gannon Lifestyle Communities

Resale documents, approvals and settlement

Recorded live

Before

Resale documents and their approvals depended on staff carrying the status between separate steps.

What changed

DocuSign eSignature and DocuSign Gen create the required documents from the Salesforce record and return the job to its approval path.

Recorded result

The resale process went live in March 2026. The deployment entered hypercare with no issues reported.

Nextt Health

Signed care documents returning to the service record

Recorded live

Before

Signed documents had to return to a complex care workflow spanning several operating systems.

What changed

Kaizen connected the signing event back to the Salesforce workflow so the service record could continue from the returned document.

Recorded result

The wider Home Health program went live and moved through hypercare from November to December 2025.

Farris Care Services

Service documents inside the care workflow

Recorded live

Before

Care documents, signatures and claims sat across a broad set of systems and staff hand-offs.

What changed

DocuSign formed part of the eSignature path connected to the Salesforce and Maica service process.

Recorded result

The Salesforce and Maica implementation went live in September 2025.

The next step

Start with the agreement everyone chases.

Tell us what must be generated, signed, approved and recorded. We will map the whole job before choosing the connection.

Talk to Mara