The DocuSign Module

The DocuSign module allows users to send documents to DocuSign to capture electronic signatures and initials. The module provides Flow steps that use X and Y positions on the document to mark where to sign. Additionally, it enables the use of DocuSign's "Tag" feature to indicate areas in the document that require signatures. 

Users should also take a look at the DocuSign Enhancer accelerator project that makes using the DocuSign module much easier.

Configuration

1. Navigate to System > Settings: Right-click DocuSign Settings and select Edit. In the Edit DocuSign Settings window, fill in the necessary credentials and click SAVE when done.
   

   Setting	Description
   Base Url (Production)	Allows a user to input the server base URL (displays when UseDemoEnvironment is selected).
   API Account ID	API Account ID is located in the Apps and Keys section in Settings in DocuSign.
   LoginEmail	User's email to log in to DocuSign.
   User ID	API Username; can be found under the Apps and Keys section in Docusign.
   IntegratorKey	Integration Key associated with the created app in Docusign. This can be found under the Apps and Keys section in Docusign.
   App Password	The App Key needs to be created within DocuSign.
   UseDemoEnvironment	Enabling this setting will send requests to DocuSign's demo environment (demo.docusign.net) instead of docusign.net.

2. To find the values for the settings, navigate to DocuSign in a browser and select Settings.
   
   
3. Navigate to Integration > Apps and Keys. The values for the API Account ID, User ID, and Integration Key can be found here.

Create an App Key

1. Navigate to https://account-d.docusign/me/privacy-security or https://account.docusign.com/me/privacy-security, depending on whether the environment is a demo or production environment.
2. Go to the top right corner of the page and click your profile and select Manage Profile. Under Additional Security, select GENERATE APP PASSWORD. 
3. Provide a name, then select GENERATE APP PASSWORD. A new popup will appear, displaying the password. Enter the value in the App Password field for the Module in Decisions.

Deserialize DocuSign Envelope Information 

The Deserialize DocuSign Envelope Information takes in XML string and will deserialize it to DocuSign Envelope Information output.

Get Document Status

The Get Document Status step retrieves the status of the DocuSign documents by outputting a String data type value. It also contains the same inputs as the Get Certificate step.

Get Signed Documents

The Get Signed Documents step will use the same inputs as the previous step, but the output returns a list of documents.

Send Documents for Signing

The Send Documents For Signing step is used to send documents that need to be signed by a user. If the step runs successfully, an Envelope Id will be output by the step.

Get Document Status Changes

Only available in v9.4+, the Get Document Status Changes step provides a list of all the status changes, the envelope ID those changes belong to, and a time stamp of when the change occurred. Which status changes are returned depends on how the inputs are used.

Feature Changes