Docuseal - An Open Source, Self Hosted docusign alternative with incredible power!

[Music] it's your open source Advocate and I'm back with another video and today we're going to talk about doc you seal now if you've ever heard of docu sign you know that that's something that someone can send you and they've basically got a a PDF with special fields that you'll go through and you'll either initial or sign or put your date or anything like that you can really fill out forms with it but it guides you through that fill out process and then it generates a PDF at the end that you get a copy of and the person who needs you to sign it gets a copy of and that is what docu seal does except docu seal is open source it's not proprietary it's really awesome it's pretty straightforward to get set up and running and especially when you're talking about building a business whether that's an MSP or any other kind of business on open source software this is going to be one of those pieces of software that's going to serve you really well now as with everything docy seal is open source but they do have some proprietary stuff or I don't want to say proprietary but paid for features that help them support their project so to keep it open source they still have to make money they have to be able to support their time and their development effort and this is a really cool project so if you're a business and you're thinking about man this is really great I'd like to use this I'd like to support open source you might consider using their paid service if you're going to use a paid service anyways to do some of the extra things that they have and we'll talk about what those are but first I want to show you how to get docu seals set up and running and then what you you can do with it cuz it's really really cool I really like what they've got going here and I think it's just absolutely amazing if you're somebody who's like I'm just starting I don't have money to pay that's why I'm showing you the open source version so you can go get it set up you can start using it but at some point down the road you might say you know what those extra features they've got those are going to be worth it for me now that my business is really starting to take off I'm going to go and I'm going to actually add on that extra feature stuff and I'm going to pay them some money to support the project that's the reason that we do this that's the reason that I do this so that we can keep open source out there and running so we're going to into how to set up docu seal and how to run it right after this I just want to say thank you so very much to all my patrons over at patreon and all of my supporters on YouTube and everyone who does a buy me a beer buy me a coffee through PayPal I I just cannot say how much I truly appreciate you it means so much to me that you want to support my content that you want to support my ongoing efforts to show you amazing open source software and I'll tell you right now that money goes back into open source a ton of that money goes back into open source just everything that you do means so much to me and it goes back into the show and back into the project so I really appreciate it and thank you so very much if you already done so go down there and click on the thumbs up for this video so other people will see it click on the Subscribe button so you'll get notified about more amazing open source software as we move forward here and definitely remember that I appreciate it now let's get started now I'll have the docu seal website in the show notes and I'll also have it linked to their GitHub as well but but for whatever reason you can't find it they've also got a link here at the bottom of their page so you can get to their GitHub pretty easily um this is really really an awesome little project and there's a little short video here on their page as well that you can check out they've got some cool features and I want to go through those with you guys today so if you jump over to the GitHub they've got another nice little you know screenshot of what you got going on Railway I've not heard of that one before they've got render I've heard of that one and digital lotion of course I use digital lotion a lot now I'm not going to put it out on digital lotion today I'm going to put it in my home lab because a lot of you guys have been asking me during this MSP series hey do I have to put this out on a VPS um no there are like literally dozens of ways that you can configure all of the different things that you're running and you could have all the things in the cloud or all the things in your home lab or all the things in your office you know servers you could have a mix of those things really we're using a VPN which is net bird in our case to tile of that stuff together kind of like it's on a local area network so that makes it pretty easy for us to do a lot of the things that we want to do no matter where you host them so I just wanted to go through setting it up on my home lab today and we're going to do give docu seal a nice um URL that we can reach it by from the outside if we want to just so you can see how that functions as well in the system and then we'll go through the the features that we need so we're going to use Docker and Docker compost to set this up because Docker is really an incredible tool I know a lot of people hear Docker and they just immediately want to click away don't do that really and truly Docker is just creating a tiny virtual machine that's all it is it's creating a tiny virtual machine that this application is going to run inside of if you need to jump in and do something inside of verion machine you can do that with Docker it is absolutely possible to do that a lot of people think well I can't tell what's going on inside of there that's not true there's all kinds of tools to help you see what's going on inside of there much less you can just do it through the command line if you really want to you just have to know how to get into the docker virtual machine and it's a pretty straightforward command it's just Docker exec and then you do a dashit which gives you an interactive terminal and then you tell it which container you want to be in and then what shell you want do you want the bash shell the zsh8 shell the sh shell it has that Shell built into it but once you've got that you're in there you can do everything you would normally do on any other machine it's it's absolutely incredible so don't don't let the name Docker throw you off it's just a tiny tiny tiny virtual machine and it's really powerful so we've got this Docker run command but if we keep going down they've got this Docker compos so we're going to pull down the docker compos and they give you a nice little instruction right here so we're just going to do this command so I've got a system out there already set up with Docker now if you need to know how to set up Docker and Docker compos on your system if you're running Linux I have a script that will run that for you and get it installed for you and set up for you it will install Docker now in the the more current days so this is June late June of 2024 when you install Docker you get Docker compos with it used to you had to install Docker and Docker compos separately you don't have to do that anymore so in my script if you just hit yes for Docker CE it will install Docker and Dr compose both right there for you you don't have to do anything extra you don't have to install Dr compose you don't have to install any of other stuff just just run the script it'll install Docker for you on your Linux system if you're running Windows or Mac Docker has a desktop that you can install I highly recommend the command line it it makes things easier in my opinion but it's up to you 100% what you do so I'm going to copy this command and I'll go over and show you I've got this little um server set up so I'm just going to grab the IP address here which I've got two of them on my network um so it's 14 and 15 so I'm just going to use 14 I think that's probably the more correct one and I'm just going to do an SSH session here so I'm going to do SSH Brian at and I'm just going to put 1 192168101 14 and it's going to say do you want to log into there yes I'll give it my password real quick and we're in so I'm into my Docker server here it's Docker server 2 and I've already got a Docker folder but if you don't if you're starting at your home folder and you want to make a we want to make a folder for docu seal so I'm going to say mkd I r-p like Paul and then we're going to say Docker SL doc seal so what this says is make a new directory and call it Docker but if I already have a directory called Docker just use that one that's what the- P says and then after that inside of that directory create one called docu seal but if I already have a directory called docu seal just use it so that's what this command is going to do all in one little command we're just going to hit enter now we're going to do CD dockerd seal just like that and we'll be inside of our doy seal folder and if we do an LS there's nothing in here ls- still just nothing in there so we're doing good uh we're going to go ahead and just paste in that command that we just ran to get this Docker compos file pulled down it's already pulled down we can do an LS and we see that Docker composed. yo file so now we're going to do a nano Docker composed. yo and in in the terminal in The Bash terminal when you start typing something if it's the only thing in the terminal that has that you know capability you can just hit Tab and it autocompletes for you it's a really fast way to learn how to use the terminal and not have to type things and make typos so when we get inside of here we're just going to look and see like what is this thing running so right here it calls it app I'm going to change this this is a little name you can change I'm going to call this doc you seal also in the newer versions of Docker and Docker compos you don't need this version so we can just go up to this line and we're going to use control K to get rid of that line and then right here on this blank line we're going to put three hyphens and then it's going to start with our services we're going to call that docu seal it's going to say it depends on postgress so we'll have to set up our postgress down below and you'll see that one right here so there's postgress and it says what is it it's going to be conditioned is the service for postgress has to be healthy so that's great because it says hey before docu seal starts up we want our postgress database to be up and running and healthy that's awesome so what image are we going to use we're going to use the docu Seal docu Seal image and it's going to pull the latest version for us now it's going to run by default on Port 3000 so it's going to have on the host side port 3000 and it's going to forward that to The Container the docker container the virtual machine Port 3000 if your if your machine is already using Port 3000 for another service which this is a very common port for services that we run then you want to change the left side right here okay you can change this to any open port I suggest ports above 8,000 just to stay away from ports that the system uses but you can change this to anything so we're going to change this let's just change this to 8200 I don't think I'm using anything on 8200 right now so that says when I call up my address for my host I'm going to call it on Port 8200 it's going to see that request and it's going to say oh I know that means you want to go to docu seal on Port 3000 so it's just going to it's like a port forward in your router or anything else you might set up as we get down to the volumes here we've got something mapped to SL dat and it just says dot it's just going to put data in this location I don't like that so I'm going to add something I'm going to put my cursor on the C I'm going to type slash data so it just matches and this will create a folder inside of my Docker doc folder called data and it's going to map that data that gets put there to the data folder inside of the container so this helps us persist data inside of our Docker container it's a really important thing for us to do and make sure that we understand how it works but this also keeps everything inside of the docu folder which is great uh environment Force SSL equals dollar sign host now we don't have to have this so I'm actually just going to comment it out with a hashtag where the hyphen was so just going to put a hashtag right where that hyphen was so it pushes everything else over one's Bas now if you want to force SSL you can but we're going to do that with our reverse proxy so I'm going to set up a reverse proxy and show you how to do that now he has caddy set up in here that's why he has this line if you like caddy leave this line it's fine Caddy's way down here at the bottom you can set up your caddy stuff to do that I'm not going to use caddy I'm going to use engine X proxy manager but it's up to you for the database URL we have this postgress URL and you can see here what this is is username which which is postgress right now password after the colon which is postgress that's not great and then at postgress which is our container on Port 40 or 5432 and it's going to use the docu seal database that's all fine but I don't want this password to be called postgress so this one right before the at symbol I want to change so I'm going to change this to something else let's just change this something nice and long and strong so something nice long and uh uh long and strong okay now you should really actually change it to uppercase lowercase numbers and make it really long like 32 characters but you get the point I just don't want it to be postgress for sure because that's an easy one for somebody to guess if they ever access that container so down here in the postgress section we're going to pull postgress 15 great we're going to map a folder inside of the current location which is our Docker docal folder that's what the do slash means it's going to be called PG data which is postgress data it's going to could be mapped in the container to /var sl/ postgress SQL SL dat which is great you should never change things on the right side of these colon mappings like this for volumes and uh for ports always change you can always change things on the left side just don't don't change things on the right side that's that's bad news environment variables so we've got our postgress user which is postgress that's okay but this password we need it to match this one up here so I'm just going to highlight this password this is a great thing about Linux I just highlight it all the way AC cross and then I'm going to middle click on my little mouse wheel and it's just going to paste that in there for me awesome I'm going to go over here make sure everything's spaced out correctly yes and then the post grass DB is docu Seal just like we have right here so that's great everything else is set we just had to switch out the password now we're going to go down it's got a health check it says hey let's make sure everything's up and running that's great and then we've got this caddy section now again if you like caddy feel free to to leave this use it set it up I don't use caddy so I can't tell you how to do that so I'm going to use r k just to get rid of all these lines down below there we go now I'm going to save my changes with CR o I'm going to hit enter now remember if you take out caddy you need to comment out this part that says Force SSL equals host okay it's it's it's fine to do that we're just going to set it up in a different way now we've got everything set in our Docker composed file so we can controll X to exit out now that we've saved and we're just going to do a quick clear of the screen and we're going to do Docker space compon and we're going to put pull P so Docker compose pull and we're going to hit enter that's going to go out and grab all of these files and pull them down from the internet wherever they're stored if it's out on dockerhub or GitHub uh container repo wherever it happens to be it'll pull it down and it's going to put it on our system it's pulling down an image the image is what we use to create our container so the image is already built by the maintainers which is great because it's got all of the stuff in it that it needs to run that's awesome that's kind of like saying here I just gave you a virtual machine that's already set up now that we've pulled it we're going to do Docker space compose up- D like this two ampersands Docker space compose logs and then - F so this is two commands they're concatenated by this Amper sand this double Amper sand right here and we're going to say Docker compose bring up my images as a container and run them in the background detached or as a Damon however you want to call that and then Docker compose after that I want you to show me the logs of those containers while they're starting up and run them for me the dasf just means show me them as they run so we're going to it's it's DF is follow follow the logs so we're going to hit enter it's going to start trying to start up our containers there it goes and what we're watching for here is like any errors or any weird output that looks different from the other output for some reason usually will have like like the word error or an e like this one has I this is information a w means warning an e means error in this case it looks like everything went off without a hitch now you can get a lot of output if you see I'm scrolling a lot it didn't seem like it put out this much text but it can so just be aware of that and if you don't have enough uh history on your command line you may not be able to see it all that's fine we're just watching for things as they scroll out like did I see something that looked bad that I might need to go fix I didn't so that's great so we're going to hit c control+ c to get out of our logs and we'll do c crl l to clear out our terminal now if you remember my IP address here is 14 and we set up Port 8200 so we're going to go open up our browser again and we're going to open up a new tab we're going to go to 192168101 14 you would of course go to your IP address for whatever server you're setting this up on and then colon 82000 that's the port we set and there we are we're in docu seal look at this it's amazing it's already up and running now I'm going to give you a warning about brightness because I think these colors are kind of hard to discern this gray on black so I'm going to switch it real quick from the dark reader mode so get your eyes ready it's going to get a little bright I apologize but there we go so it's got a gray with a white background for these things again not super great for people who have visual issues um but you know just know that the fields are here right under the labels you can click in to get to them um and you can also tab through them but they want you to set up your initial user this is an important page because this user is going to be an administrative user user you're in the initial setup phase now we don't have to set it up yet what we're going to do is we're going to go back and we're actually going to say okay now I want to go through and actually create a reverse proxy for this so we're going to open up a reverse proxy manager I use enginex proxy manager here and I'm going to just log in so right here I'm just going to click on add a new host and in here I'm going to call this whatever I want now I need to own the domain for what I give this to so I own several domains I'm going to use the domain rout meh home.org that is my my main domain that I use for all my home lab stuff so I'm going to use docu seal. rout meh home.org now I own the domain rout meh home.org and I have an a record set up in the registar DNS that points it to my IP address that I need for this enginex proxy manager to work so it comes here so whenever whenever you type in anything R home.org it goes to my enginex proxy manager and it says hey do I have an entry for that no it just gives you a a congratulations page if it does have an entry for that thing you typed in it says okay I know where to send you I'm going to send you to the IP address that we're going to put right here so I'm going to put in 192168101 14 and then over here I'm going to put in that 8200 for the port I'm going to tell it to block common exploits and I'm going to tell it I want websocket support I'm going to jump over here to SSL I'm going to click on this drop down I'm going to say request a new SSL certificate Force SSL I want http2 support hsts enabled for both of these guys I've got my email address right here and I'm going to say I agreed to leton cryp terms of service once you've done all of those things make sure that everything can route to the address route to this rout meh home.org if it can't leton cry's going to fail because it's going to try to access that site right now on on that port and it's going to hit your home address it's going to say hey I want to see if I can hit this it has to be able to hit it on Port 80 and if it can it's going to issue us a really nice let's encrypt certificate for our SSL so we're going to give it just a second takes about 20 30 seconds doesn't take very long now we've got our docu seal space so we can see it right here so I'm going to click on it um it does say let's encrypt uh I did tell it Force https but let's just see because sometimes it turns that back off it did it went to https that's awesome so we're here again now I'm going to flip this again from dark reader okay I'm going to fill this in my first name my last name my email and my company name CIS main it let's just put that one cuz that's a good one and then it wants to know how are we going to access this so it says we're going to access it through https call do. home.org this is why I wanted to set up the reverse proxy before we did the rest of the setup so that we get this set up in in the system so it knows like hey you should be coming to this address to get to this page so we're going to hit go it's going to get things set up it's going to say hey we have a developer newsletter if you'd like to sign up here's the email just click on submit otherwise you can just click here on skip so I'm just going to say skip for now and then now we're kind of into the interface of docu seals I'm going to tell this I don't need it to remember my password so first I'm going to go show you settings because I think this is important I'm going to go back to dark mode I know this are really bright for you guys and I apologize but I think we'll be able to see better with dark mode so when we go in here you've got a lot stuff I'm going to zoom this up it's not normally going to be this large but you've got your profile so we just filled that out you can upload your signature so you can just use it whenever you're having to sign things which is pretty nifty you can also upload your initials if you want to write your initials and put them on a you know in an image file and upload them you can do that you can change your password from here of course and then update it and then if you want two Factor authentication um it's not configured automatically but you can configure it right here which is a really smart thing it's it's important to set up two Factor Authentication so you definitely might want to do that all right so I'm going to record my screen and I'm going to go into setup to factor authentication it's going to give me this QR code and I'm going to open up my phone and I'm going to hit setup top I'm just going to scan that QR code with my phone and it's going to come back and it's going to have a URL in it I'm going to hit save up here at the top right and now it's going to give me this expiring code so I need to type in that code to prove that I got it set so that's and we'll hit save and now we've got two Factor authentications set up which is awesome if you go to the account you can change all the things about your account that you've already set up everything that you want might want to change is here now these switches are very hard to see so I'm going to switch it back to light mode real quick uh by default force 2fa with the authenticator app is off you can turn that on and that's fine because if you want your a your your workers to use this then you want to have that on allow typ Tech signatures I have that on I think it's useful allow the result completed forms again on and remember to prefill signatures you can do that makes it really simple for other people and then require authentication for file download uh you could do that but it may not be useful depending on who you're sharing the files with so you've got some really great options there your email setup is the next thing that's really important so you do need to have this ready to go so what I'm going to do is I'm going to set up my CIS main it and I'm going to do uh that's setup with purely mails so we're going to do SMTP purely mail.com and then I'm going to put it on for Port 465 and I'm going to put in my username which is Brian at sism it.com now I'm going to use my my regular email but if this is for your company you might want to set up a catchall you know something like uh documents at sis man it.com or something like that and then put in that password and set that up that way it's up to you but it's just something to think about when you're setting this up for a business you may want to do it a little different than I'm doing here and then of course I got to put in my password and authentication is plain and I'm going to leave it on auto that's fine or you can check SSL that's up to you and then finally what's what from email address do you want this to be from and some cases you're from email and the email you're signing in with have to be the same so just be aware of that if it doesn't work for you and you've changed them and they're different one of the things you might check is to go back and make them the same just because your email provider may not allow you to do that so I'm just going to put in the same one and I'm going to hit save and I don't think it checks to see if it actually can reach the email you'll have to do a a test to try that uh storage so you can store locally on your disc that's what I'm going to do but you also have the option of AWS if you want to use S3 or Google Cloud I don't remember what this stands for or Azure so it depends on you and how you're setting that up I'm just going to use on disk which is fine so nothing to save there again this is a feature if you get the pro level features and there's several in here that are so notification you can get email notifications and it says completed document notification BCC address so when they complete one if you want that to go not only to you but somebody else or to a catchall you could do that and set it up here signing request email reminders is also a pro feature so just keep that in mind and he marks them very clearly I appreciate that so you're not trying to set something up that you can't actually use which is great um e signatures so again you can sign up or you can set up your e signatures your T timestamp server if you want one and so so on so a lot of lot of little things you can set there personalization so again signature request email you can change this text so that it gives you something a little bit more personal so it says you're invited to submit a form well um I would rather put like sis main it has sent you documents to sign because it's more clear about what it is and then it says hi there you've been invited to you know submit the whatever and you can change the template and they've got some template Fields you can check out on their on their documentation but when you're done hit save and it changes that and then the same way with your document copy email you can see that and then the same with this one down here so you can see all these things you can change them you can really kind of customize it's really nice it's a nice setup again company logo is part of the pro stuff but you do have submission forms so you can say completed form message you can put in the title on the body if you want to have a form message and then same way for your completed form redirect button and then you've got things that are enabled here so your users right now you're going to be the only user but this is where you manage your users of course they do have an API so you can get your API key now I'm going to destroy this server after the video so don't worry that you're seeing my API Keys it's not a big deal um just want you guys to understand that you do have these options and it kind of gives you here some things you can do with the API you have web hooks which is really great because maybe you don't want email but you want to use web Hooks and you can send something like that to Matrix or rocket chat or matter or any of those those things that offer web Hook support um n8n and so many others that that offer web hook options that that can help you do things and and keep track of stuff really well so this one takes you to their website and so does this one right here for the console um SSO is a pro feature and then we've got the test environment if you want to say this is a test environment it gets rid of some of these other features down here so if you tick that button you see my menu list got a little shorter that's really all it does and if you done tick it it gets longer again it's kind of up to you whether you turn that one on or off but once you're done and you've got everything set you can leave the settings area and you can go back to docal page and you can see you don't have any document templates so the first thing you need is something uploaded so I used a local AI that I'm running that I'll be putting in a video later to generate a local document so I set up my own local AI system to try it out and see how it works it's open source and I use it to generate a nice little contract B basically looking at some templates that were online and it did a pretty good job I added some stuff to it afterwards but it did okay so I it puts in like things in Brackets of stuff you should fill in so instead I went through and put in blank lines because at some point I want to use these tools over here to upload or update this document so all I did was take this create it in a lib office export that to PDF and then I just uploaded the PDF right to here so you can see I've got a couple of blanks there I've got a blank here for how much per month the client's going to be expected to pay and we go on down and it goes to the ter terms and it goes through what people's responsibilities are and at the bottom you've got a signature a date a printed name and then a signature and a date and a printed name so pretty pretty simple contract pretty straightforward something to start with when you're starting up your company as you get more involved in the company you probably want to get a lawyer to write up contracts that are going to have better standing in whatever location you live in and wherever you're performing your services at so that you're you're protected your clients are protected and everybody's happy U but this is just a nice simple format it's nothing special uh but AI generated so made it really quick and easy for me to get something set up that was a little bit longer than you might have gotten otherwise now the cool part is these tools over here so like right here now I could have just filled this in because it's going to be the client's name but I just wanted to leave a couple of blanks so I'm going to put this here and I'm just going to say like now I could set this up one time and use this as a form for any of my Sellers and they could come in and say oh yeah I've got a sale going here's who it's going to be so it creates this thing and it says this is text field one and if you look over here now we've got text field one and we've got a little pencil we've also got settings so first I'm going to change the name of text field one and I'm going to call that client name so that could be their company name the person's name just depends and you can see it's required so I'm just going to hit tab so that it takes and then you see this little gear I've got these little settings so if I click I've got some other options for this field I can say is there a default value that this should fill in and if you have one you can fill that in is there any validation does there need to be a social Secor number or an EIN an email a URL a zip code you know is it numbers only or letters only or custom so you can set up some really cool stuff here with just those two features but then you have whether or not it's required is it readon you can give it a description you can give it conditions so as they're filling it out it can have conditions then you've got page setup you can draw a new area or you can copy it to all pages so there's a lot of really cool stuff right here in this little settings option and then of course if you're like oh I didn't want it you can just delete it from here and it goes away you can try again so it's really up to you but I mean it's such a such a cool such an easy setup to kind of get going and it's got some really great tooling around it I I really like that so uh we clicked and we got a second field I don't know why I'm just going to get rid of that one so over here I need another text field so I'm just going to grab this and again I'm just going to kind of draw on here to get my text field laid out and try to kind match it up to my line here there we go and this says text field 2 and I don't want that this is again the client name and mostly because this line is redundant I could just get rid of it honestly but I just wanted to have it there for you guys to see some stuff getting filled out so as we go down I'm really just looking for blanks and then there's the part where I need money so I could make that a number but and and you it's probably fine let's just make it a number that's fine we can do a number it's going to be a number right it's money so we're going to put this in space here and and we're going to call this uh monthly fee and you'll see why I'm giving these different names as we go uh later into the project a little bit more or when we start actually trying to use it and then after we've got that we're really down to here where we're going to have the signatures so they've got a signature field and I'm just going to grab that and I'm going to drag it right here and we going to get another signature field and we're going to drag it right here now the thing is the order you put these is the order that they're going to show up on the on the form when it's time so I'm going to change this and I'm going to call this client rep signature and this is company rep signature okay and I'm going to uncheck required there and then this one you might uncheck required because the client's the one who should sign here and you have a representative who should sign here and you don't want them to have to sign it you know each to have to sign it so we we really kind of need this to be like not required right now so if we go back up to here we say not required just like that and now we've got a date field so we're just going to grab the date field here and we're just going to again drag it out like this so we've got all of our spaces all of our blanks kind of set that we need to fill in we're just going to hit save and you'll see there are no submissions yet that's okay we're going to go back over here to our main docu sales page and as you add more items you'll see these build up across the page so you can say what is this this is the client service agreement so any of your people can get it and they can start setting it up um but you can go in here you're going to click and you're going to say I need to send this to somebody or you can say sign it yourself so I'm going say send to recipients via email via phone if you've set that up and you have the pro version uh detailed or update list upload a list it's up to you let's see let's do my CIS main it email it's kind of weird that I'm using that but just pretend like that's the client email so I'm going to send this to my new client and I'll go log into my CIS main it email so I'm going to zoom this up uh but you can see right here it says sisman it has sent you a document to sign and then here's the subject sis main it and we've got sis main it has sent you a document to assign and you've been invited to submit the client service agreement form and here's the link to our form and it's got our actual URL in it which is great and then it tells you how to kind of continue from there we're going to click on it it's going to bring us to the form so when we get here we can see here's the first field it wants us to fill in so we can fill in the client name now again this may not be something you're normally doing but we'll just call this um my best pet okay we're just going to hit next now it'd be nice if I could tell it hey just fill that in again but I'll retype it and it's all fine and we're going to move down and it wants to know how much do we need to get per month so I'm going to say they've got enough computers that it's going to be $1500 per month and then down here it says hey we need the client rep signature now that's me so I've got a few options I've got this box where I can sign with my mouse which is always kind of weird and not very good okay I can also upload my signature but then you've also got this option that says sign here with a touch device and I'm just going to go into my camera and I'm going to click on this button and it's going to give me a QR code and that's going to present a URL I can tap on and it's going to give me a space where I can write my signature so I'm just going to draw my signature with my finger it's not going to be much better than on the screen but a little better okay I got it and I'm just going to hit submit and now you see my signature just pops up here on the main screen I mean that's pretty awesome okay that is such a great thing that they created right there to say hey we can do this and we can make this show up so I've signed that's great now it's going to jump down to the other person's signature I'm just going to move because I didn't say it was required and then we get this date box and you've got a calendar so you can say hey I've got it they've also got this really nice button that just says today you signed it just now so just set today and then we're going to go here and we've got set today it's fine and we'll go here and just put in this print the name you can toggle multi-line text if you need it for some reason I don't in this case and then here they want their printed name so we'll just say b m gagil right he's my cousin he's going to give me service so we'll type that nicely and we'll go here so it gives you some confetti when you're done that's awesome and it says send a copy via email or download the form so we'll just say send a copy via email it's going to tell you hey it was sent so if I go back into my email over here I'm going to see my copy and it's going to have the client service agreement that we just just did and it's got an audit log of what happened so first we'll look at the agreement so here's the name of the company here's the amount that we're agreeing to for them to pay me and then here's a picture of the signature which is really small in this case but then there's the name and the date that sign so we've now got a signed PDF document that we gave our client the tools to sign with it's not something where they have to open a PDF and go find some weird program to try to put their signature or upload it they just click and it opens and it lets them do what they need to do and they can do it from their phone they can do it with their Mouse they can type it's really an awesome way to allow people to sign things so we've done that that's great all right Client Services agreement and we can see the original and here's the SSA 56 okay and then we've got me and it says email verification verified and here's my IP address that it was coming from so this is my local just router which is fine but it shows the browser that I'm using you went to Linux x86 64 and it shows I mean it shows you so much information about what's what's going on but you get this nice audit log of what's Happening client name here's the amount for the monthly fee here's the signatures here's all of the things that happen here's the event log the email was sent email link was clicked email uh form viewed submission started I mean so much really cool stuff that you get out of this system and it's open source that is the most amazing part of this whole thing is that it's open source and you can use this it's not something where you got to go pay docu sign some unrealistic amount of money now when you come back into your docu seal uh application you'll see your services agreement here and you can click and you can see who's already completed it and you can download that of course or view it and then also you can delete it if you need to this is an incredible tool an incredible system and something you could absolutely put to work for yourself or for your clients in business I really hope you enjoyed this if you did like subscribe tell your friends about it so they can come along on the open source Journey with us and I'll talk to you next time [Music]

Channel: Awesome Open Source

Views: 18,107

Keywords: open, source, opensource, open-source, self, hosted, selfhosted, self-hosted, free, libre, software, server, web, internet, browser, linux, mac, macos, windows, microsoft, ios, android, pi, raspberry, desktop, tutorial, how to, setup, installation, instructions, command line, terminal, interface, network, networking, news, projects, docusign, docuseal, sign, signature, electronic, online, mobile, qr code, finger, touch, mouse, pen, email, sms, sso, pdf, form, field, fillable, business, service, audit, notify, notified, notification, instruction

Id: AFSxjJ4nyDI

Length: 37min 22sec (2242 seconds)

Published: Thu Jul 04 2024