Configure contract generation in D4Sign

Contract management and sending in D4Sign is done automatically when a sale is approved or a subscription is activated in Guru. Upon receiving the information, D4Sign generates a contract with the data received and sends an email requesting a signature to the customer.

To do this, it is necessary to link the Guru product to a contract model (template) in D4Sign. This configuration is done through Product Mapping.

On this page:

• Map the product to a template in D4Sign

• Check the list of Mappings

• Update Product Mapping

• Duplicate Product Mapping

• Delete Product Mapping

• Check Audit

  • Check Audit filters

Map the product to a template in D4Sign

Add a product mapping to link the contract (template) in D4Sign.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, go to Settings > Integrations > Contracts > D4Sign.

3 - Click on Additional Settings and then on Product Mapping.

4 - Depending on the mapping you want to perform, select Subscriptions or Sales. Example: if you sell a subscription product, select the Subscriptions option.

5 - Then, click on Add Mapping.

6 - Enter:

1. Products (Guru): select the product in Guru that corresponds to the contract in D4Sign;

2. Template: select the template created in D4Sign.

7 - Click on Send.

8 - Repeat steps 4 to 7 for each mapping you wish to perform.

Check the list of Mappings

By default, the list of mappings is organized by creation date (from newest to oldest). For faster page loading speed, only the first records are displayed. If you want to view the remaining items in the list, you can scroll down to the bottom of the page and click See more in the bottom center of the screen.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, go to Settings > Integrations > Contracts > D4Sign.

3 - Click on Additional Settings and then on Product Mapping.

4 - Depending on the mapping you want to check, select Subscriptions or Sales. Example: if you sell a subscription product, select the Subscriptions option.

5 - The list displays the following information:

1. Product (Guru): product in Guru that corresponds to the contract in D4Sign;

2. Template: template created in D4Sign.

Update Product Mapping

Once created, it is possible to update a product mapping. This feature is useful when you need to change the management rule of a template in D4Sign.

Steps:

1 – In the list, locate the desired product and click on it.

2 – Enter:

1. Products (Guru): product in Guru that corresponds to the contract in D4Sign;

2. Template: template created in D4Sign.

3 - Click on Submit.

Duplicate Product Mapping

Once created, it is possible to duplicate a product mapping. This feature is useful when you want to create a new product mapping based on an existing mapping.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, go to Settings > Integrations > Contracts > D4Sign.

3 - Click on Additional Settings and then on Product Mapping.

4 - Depending on the mapping you want to perform, select Subscriptions or Sales. Example: if you sell a subscription product, select the Subscriptions option.

5 - Then, click on Duplicate.

6 - Enter:

1. Origin Products (Guru): select the source product from which settings will be copied;

2. Target Product: select the product that will keep the same settings as the source product.

7 - Click on Send.

Delete Product Mapping

Once created, it is possible to remove a product mapping. This feature is useful when you no longer want to generate a contract in D4Sign when a product sale or subscription occurs in Guru.

Steps:

1 - In the list, locate the desired mapping and click on the corresponding Remove button.

2 - Confirm if you want to proceed with the deletion. To confirm that the product was deleted, a message will be displayed for a few seconds in the top right corner of the page.

Check Audit

For security reasons, Guru stores a history of all operations performed in the product mapping, identifying user, date/time of the operation, and other details.

Steps:

1 - Go to Settings > Integrations > Contracts > D4Sign.

2 - Click on Additional Settings and then on Product Mapping.

3 - Click on the Audit tab.

4 - Activities are displayed in a timeline (from most recent to oldest).

5 - If you wish, you can view the activity details by clicking on its title.

6 - Click on one of the available sections to view the data:

Detail

Displays detailed information about the activity in question.

1. ID: update identification number (ID);

2. Type of change made;

3. Created at: activity record date.

User

Displays information about the user who performed the action.

1. Name: name of the user who performed the operation;

2. Email: email of the user who performed the operation.

Infrastructure

Displays infrastructure information (country, IP, user agent…) for the related activity.

1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

2. IP: device IP address;

3. User Agent: identification of the user agent that performed the operation.

Check Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you wish to view.

Steps:

1 - Go to Settings > Integrations > Contracts > D4Sign.

2 - Click on Additional Settings and then on Product Mapping.

3 - Click on the Audit tab.

4 - In Audit, click on Filters.

5 - Fill in one or more filter options:

1. Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view.

5 - Click on Filter.

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