E-Signature Integrations

CaseSolo can connect to DocuSign and Adobe Acrobat Sign so your firm can send documents for signature and store signed PDFs back in CaseSolo.

What Works

• Connect DocuSign or Adobe Acrobat Sign with OAuth.
• Send envelopes or agreements from templates or uploaded documents.
• Track status updates from provider webhooks.
• Void, cancel, resend, or remind depending on the provider.
• Retrieve embedded signing links where supported.
• Store completed signed PDFs as CaseSolo documents.
• Queue retries if a completed signed document cannot be downloaded or saved immediately.

What Happens When A Document Is Completed

When the provider sends a completed-signing webhook, CaseSolo downloads the signed combined PDF, uploads it to storage, creates a document record, and writes an activity log entry. If storage or provider download fails, CaseSolo records a retry item so the capture can be replayed instead of losing the signed-document event.

Troubleshooting

• If a provider says it is not connected, reconnect OAuth from Settings.
• If signed PDFs do not appear, check the integration retry queue with an admin or support user.
• If webhooks stop arriving, verify the provider webhook configuration and firm settings.
• If a document appears without a case link, the provider webhook did not include CaseSolo correlation metadata; reconnect and resend the envelope/agreement from CaseSolo.