Follow an example that demonstrates how to configure the DocuSign package to integrate with the DocuSign eSignature platform.
Intended audience: Administrators, Process designers
Tags: DocuSign; Process design
This example demonstrates how to administer a DocuSign eSignature account with the DocuSign service. DocuSign eSignature provides a service to digitally sign legally-binding documents including contracts, account openings, and invoices.
To use DocuSign eSignature with the DocuSign package, you require the following from the DocuSign platform:
a DocuSign eSignature account
at least one document template with at least one defined role from which to use with your document requiring signatures
a DocuSign app to manage authentication and integration with ProcessMaker
ProcessMaker does not provide a DocuSign eSignature account. However, this example describes how to design a DocuSign eSignature template and DocuSign app.
Overview of the Example
This example contains the following procedures in this order:
Prepare the document for the DocuSign platform: From the DocuSign platform, upload your document, create a DocuSign template, and then add at least one role in that template. This template dictates which signers are required to sign this document. See Prepare the Document for the DocuSign Platform.
Create a DocuSign app for this document: From the DocuSign platform, create a DocuSign app. Get both the DocuSign integration key and the generated secret key from the DocuSign platform, and then add the redirect URI for the callback after DocuSign authenticates a valid DocuSign app in ProcessMaker. See Create a DocuSign App for This Document.
Configure ProcessMaker Settings with Your DocuSign App: From your ProcessMaker instance settings, add the DocuSign app's integration and secret key acquired from the DocuSign platform. This step may require the assistance of a ProcessMaker Administrator. See Configure ProcessMaker Settings with Your DocuSign App.
Configure the DocuSign Connector for this Document: From your Process model, ensure that a DocuSign connector is in the Process to manage acquisition of the digital signatures for the document, and then configure that DocuSign connector. See Configure the DocuSign Connector for This Document.
Prepare the Document for the DocuSign Platform
Follow these guidelines to prepare your document for the DocuSign platform:
Click the Admin option from the top menu. The Users page displays.
Click the Settings icon
from the left sidebar. The Settings tab displays all ProcessMaker Administrator settings.
Click the DocuSign tab.
Click the Edit icon
for the Integration Key setting. The Integration Key screen displays.
Enter the DocuSign app's integration key you stored for later reference, and then click Save.
Click the Edit icon
for the Secret setting. The Secret screen displays.
Enter the DocuSign app's secret key you stored for later reference, and then click Save.
Click the Edit icon
for the Server setting. The Server screen displays.
Enter https://account-d.docusign.com as the DocuSign server name, and then click Save.
Click the Grant DocuSign Access button. A Task displays with a button labeled Authorize Access DocuSign.
Click the Authorize Access DocuSign button to grant the DocuSign eSignature platform access to your ProcessMaker instance after it authenticates your DocuSign app. If a DocuSign error displays, ensure that the redirect URI configured in your DocuSign app is correct.
Expand the Document for Signature panel. Settings for this panel display.
From the Template ID setting, select the DocuSign template that references the document to send for eSignature. The template list populates from the DocuSign server specified in the DocuSign Settings. For this example, use the template named Vendor Agreement since this is the name of the template created for this example.
After selecting the DocuSign template, roles populate from the selected template. Select each role that is a recipient of the document for signing, and then configure the email message that displays to each role when this document sends to each recipient's email for signing.