DocuSign component

Overview

The DocuSign component allows Connect to work with DocuSign’s eSignature APIs.

DocuSign is a service that provides a secure way to sign documents electronically.

Environment variables & OAuth callback values

This component requires the following environment variables:

  • OAUTH_KEY

  • OAUTH_SECRET

The OAuth Key & Secret can be obtained by:

  1. Sign-in to DocuSign at https://appdemo.docusign.com.

  2. Select Go to Admin on the user picture in the top right.

  3. Select API and Keys from the right-hand menu.

  4. The value under Integrator Key should be used for the OAUTH_KEY.

  5. Select Actions  Edit to open a dialog box.

  6. The values under Secret Keys can be used as a value for OAUTH_SECRET.

  7. For OAuth to work, an entry matching the pattern; https://<platform_base_url>/callback/oauth2 must be present under the Redirect URIs section.

Triggers

The following trigger is available in the DocuSign component.

Get envelope signing events webhook

Get Envelope Signing Events Webhook

A webhook receives real-time data updates from the DocuSign account. User transactions generate these updates as the envelope progresses through actions to completion.

The DocuSign Connect Service provides updated information about the status of these transactions and returns updates that include the actual content of document form fields.

For example, your application can be notified whenever an individual recipient signs a document or when an envelope is fully signed and completed.

Notification messages include information about the current status of the envelope and its recipients. Notification messages can include the envelope’s signed documents and additional data.

Read the following DocuSign documentation for more information about each topic:

Actions

The following action is available in the DocuSign component.

Create envelope from template

Create Envelope From Template

Allows creating an envelope for signing using a template in your account. Templates help streamline the sending process when you frequently send the same or similar documents or send different documents to the same group of people.

Read the DocuSign Envelopes documentation for more information.

Current limitations

The component does not currently support local agents.

Additional info

To interact with the DocuSign platform, this component interacts with DocuSign REST API (v2)