DocuSign for Public Adjusters: Set Up a Retainer Signing Workflow That Works

A firm should connect its own DocuSign account so retainers are sent from the firm’s sender identity and the firm remains in control of its account. In AdjusterDesk, an owner or authorized firm user connects DocuSign from Settings → Integrations; access tokens remain server-side and are not shown to the user interface.

Confirm which firm account, sender identity, and approved email address will be used before sending. A separate DocuSign account and any required DocuSign plan are managed by the firm; AdjusterDesk does not replace the firm’s responsibility for its account configuration.

Upload the firm’s approved PDF retainer template and give it a clear name. If the template uses DocuSign anchor text for signature or date fields, confirm those anchors are present and selectable in the PDF before relying on them in a live send.

Keep template changes controlled. The version used for a send, the sender, the recipient, and the envelope status should stay connected to the prospect or claim record. Avoid editing an agreement ad hoc in a way that makes it hard for the firm to identify what was sent.

Sending an envelope creates work to monitor. Assign the follow-up, record any client response, and use the envelope status to distinguish pending, completed, corrected, or failed sends. Do not assume delivery or completion without checking the status in the connected workflow.

When the envelope is completed, retain the signed record and completion history with the correct claim. This guide describes an organizational workflow only. Firms must use their own approved agreements and remain responsible for legal, licensing, disclosure, and other requirements that apply to their work.