Document and signing integration
Prepare DocuSeal signing packs from SortX records and track completed documents back to the right deal.
SortX turns approved agency records into signing packs, recipient tasks and completion follow-ups.
DocuSeal is the connected source or destination for this workflow.
SortX keeps templates context attached to the work item.
SortX keeps recipients context attached to the work item.
SortX keeps signing status context attached to the work item.
SortX keeps completed files context attached to the work item.
SortX keeps audit trail context attached to the work item.
DocuSeal
SortX connects DocuSeal to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Generate the DocuSeal signing pack from approved SortX records and templates.
Use vendors, landlords, tenants, guarantors and branch users from the live record.
Let the branch approve the pack before anything is sent externally.
Bring sent, viewed and completed states back into the SortX task list where available.
Attach completed documents and references to the right deal or tenancy.
Move the workflow into deposit, move-in, progression or completion steps after signing.
Prepare DocuSeal signing packs from SortX records and track completed documents back to the right deal.
Signing should start from the record, not a blank upload. SortX prepares the pack, sends it for approval and moves the deal forward when documents are complete.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what DocuSeal can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Build the document context from property, person and tenancy records.
Match: Prepare recipients and signing order according to branch rules.
Route: Track sent, viewed and completed status where available.
Review: Attach completed documents and trigger the next workflow step.
Review workflowsDocuSeal integration specifics.
No. SortX uses DocuSeal as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where DocuSeal makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the DocuSeal connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.