The DocuSign Module
- 14 Dec 2021
- 2 Minutes to read
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The DocuSign Module
- Updated on 14 Dec 2021
- 2 Minutes to read
- Print
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Overview
The DocuSign Module offers additional Flow Steps so that documents can be sent to Docusign from a workflow for capturing electronic signatures and initials. The steps are limited to using X, Y positioning on the document for marking where to sign. Additionally, use Docusign’s “Tag” feature to indicate areas in the document that require signatures. Once a document is sent to Docusign through a Decisions workflow, use the Wait On External Event Step to monitor Docusign so the document can be pulled back into the workflow once it is fully executed. When installed, the Docusign Steps will be located in the Integration folder from the Step Catalog.
Prerequisites:
- Installation of the DocuSign Module. To learn more on installing a module, see Installing Modules from GitHub.
To learn more about DocuSign, go to https://developers.docusign.com/docs/esign-rest-api/.
Max String Content-Length
The default value of MaxStringContentLength in Settings.xml is 1048576 (1 MB). To increase the length, edit all references (typically seven) within the settings.xml file to a maximum of 214748364. Post calls typically fail when data exceeds the default value. For example, when DocuSign sends a large signed PDF within Webhooks to Decisions.
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Configuration
This example will demonstrate how to set up Docusign Module and the steps available.
- Navigate to System > Settings. Right-click DocuSign Settings and select Edit.
- In the Edit Docusign Settingswindow, fill in the necessary credentials then select SAVE.
Setting Description AccountID API Account ID that is located on the Apps and Keys section in Settings in DocuSign LoginEmail User's email to log in to DocuSign UserName API Username; can be found under User Profile in Docusign IntegratorKey Integration Key associated with the created app in Docusign Password User's password 
DocuSign Flow Steps
After the module has been installed and DocuSign settings been configured, there will be Flow steps made available to users. In the Steps toolbox panel in the Flow Designer, navigate to Integration > DocuSign.
Get Certificate
Utilizing this step will return a summary pdf file that contains an audit trail of where that particular envelope of documents went through.
| Input Parameter | Description |
|---|---|
| EnvelopeId | The EnvelopeId is the DocuSign identifier for a group of signed or unsigned documents |
| Override Credentials | This optional input allows the developer to override the DocuSign settings that were configured in the System Settings |
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Get Document Status
This 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.
| Input Parameter | Description |
|---|---|
| EnvelopeId | The EnvelopeId is the DocuSign identifier for a group of signed or unsigned documents |
| Override Credentials | This optional input allows the developer to override the DocuSign settings that were configured in the System Settings |
Get Signed Documents
This step will use the same inputs as the previous steps, but the output returns a list of documents.
| Input Parameter | Description |
|---|---|
| EnvelopeId | The EnvelopeId is the DocuSign identifier for a group of signed or unsigned documents |
| Override Credentials | This optional input allows the developer to override the DocuSign settings that were configured in the System Settings |
The Get Signed Documents step will only be found in Decisions version 6.14+. The previous step, Get Sign Document will be hidden in all future versions of Decisions.
Send Documents For Signing
This step is used to send documents that need to be signed by a user. If the step runs successfully, an EnvelopeId will be output by the step.
| Input Parameter | Description |
|---|---|
| Document | This input the list of documents that need to be signed |
| Email Blurb | The input of the email message that will be sent out to the recipient |
| Override Credentials | This optional input allows the Decisions Developer to override the DocuSign settings that were configured in the System Settings |
| Recipients | The input expects the email address of whom the documents will be sent to |
| Reminder | Allows a user to set reminders and document expirations |
| Respect Signing Order | A Boolean value that will keep the documents in a signing order |
| Subject | This is the email subject line |
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