The DocuSign Module

Overview

The DocuSign module allows users to send documents to DocuSign for capturing 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. 

Setting up the Module

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
   AccountID	API Account ID is located in 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 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
   Password	User's password
   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. Then navigate to Integration > Apps and Keys. The values for the AccountID, Username and Integrator Key can be found here.

DocuSign Flow Steps

After the module has been installed and DocuSign settings have been configured, Flow steps will be made available to users and will be 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

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.

Get Signed Documents

This step will use the same inputs as the previous step, but the output returns a list of documents.

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.