The DocuSign Module

The DocuSign Module allows users to send documents to DocuSign to capture electronic signatures and initials. 

The Module provides pre-built 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. 

Once a document is sent to DocuSign via a Decisions workflow, the Wait On External Event step monitors DocuSign so the document can be pulled back into the workflow once fully executed. 

Configuration

1. Navigate to System > Settings: Right-click DocuSign Settings and select Edit.
   
2. 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	The API Username. This can be found under the Users and Groups section of the Account screen in the DocuSign website.
   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.

   

3. To find the values for the settings, navigate to DocuSign in a browser and select Settings.
4. 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. 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.

DocuSign Flow Steps

After the Module has been installed and DocuSign settings have been configured, Flow steps will be made available to users and listed under INTEGRATION > DOCUSIGN.

Deserialise DocuSign Envelope Information

The Deserialise 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.