DocuSign

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The DocuSign Connector allows you to upload documents created with Print processes to DocuSign electronic signature platform in order to start the approval process with eSignatures.

Once the DocuSign Connector is created and validated in the Designer application, it can be attached to a button from the Events selection of the button in the User Interface Designer.


You will need to have access to a DocuSign application before utilizing the DocuSign Connector. If you do not have access and need to create a new application, you can follow the guide: here.

Prerequisites

Your application will need to have an integration key.

To generate an integration key:

  1. Log in to your DocuSign account
  2. Open DocuSign Admin
  3. Under Integrations, select API and Keys
  4. Under My Apps / Integration Keys, select Add App / Integration Key, then give it a name

 

Your application will need to have a defined redirect URI for your integration key.

The URL structure is https://{host-name}/Designer/DocuSign/DocuSignCallback where the {host-name} is your server address.
The URL for a designer application running on the SpreadsheetWEB public cloud (www1) would be https://www1.spreadsheetweb.com/Mutas/DocuSign/DocuSignCallback
To define a redirect URI:

  1. Log in to your DocuSign account
  2. Open DocuSign Admin
  3. Under Integrations, select API and Keys
  4. Under My Apps / Integration Keys, choose the Integration Key to use, then select Actions, then Edit
  5. In the Additional Settings section, select Add URI
  6. Enter the new redirect URI. This can be a localhost address.

 

Your application will need to have an secret key.

To add a secret key to your application:

  1. Log in to your DocuSign account
  2. Open DocuSign Admin
  3. Under Integrations, select API and Keys
  4. Under My Apps / Integration Keys, choose the Integration Key to use, then select Actions, then Edit
  5. In the Authentication section, select Add Secret Key
  6. Save the value of the secret key to a secure place. You will need it later.

Properties

The section below will outline the properties for the DocuSign Connector.


Name

The Name is simply a friendly identifier provided to the connector to help you subsequently identify this event.


Integration Key

The Integration Key is the key that will be used for authorization of the connector. You can obtain this key by following the steps above.


Secret Key

The Secret Key is the secret that will be used for authorization of the connector. You can obtain this key by following the steps above.


Sandbox Credentials

The Sandbox Credentials determines the target docusign server to be used by the connector. If it is checked, the connector will use demo.docusign, otherwise the production server will be used.


Email Subject Type

This defines whether the contents of the email subject should be static in a pre-defined format, or retrieved dynamically from a Single Named Range (SNR).

The corresponding values are as follows:

  • Static – The contents of the email subject can be defined using the textbox that will become available for the email subject upon selection of this option.
  • Dynamic – The contents will be dynamic, based on a Single Named Range (SNR) from your workbook. You can select this named range from the Email Subject Named Range dropdown list, which will become visible upon selection of this option.

DocuSign Application Authorization

Once an DocuSign Connector is created, it will require authorization before it can be utilized. You will need to click the Authorize button which will take you to the DocuSign application authorization page. When you give authorization to the application, you will be returned to the Designer, and the authorization will be complete.

Please note that, when you edit a previously authorized DocuSign Connector, any changes made to the Integration Key, Secret Key or Sandbox Credentials will invalidate the connector, and you will need to do the authorization process again.


Docusign Connector Inputs

The section below will outline the inputs that are needed for the DocuSign Connector.


Documents

Documents will contain the Print processes that are added to the connector. Added Print process outputs will be included in the Docusign Envelope that will be sent out for approval. You can Add a new process or Delete the process selected in the grid by using the Grid Action Buttons at the top of the Documents grid.

Please note that, at least one Document should be added to the connector.


Print Process

All available Print Process in the Designer Application will be added as an option to this dropdown. Selected Print Process will be added to the connector.


Recipients

Recipients will contain the recipients that are added to the connector. Documents in the Docusign Envelope will be sent out for approval to recipients that are added here. You can Add a new recipient, Edit the recipient selected in the grid or Delete the recipient selected in the grid by using the Grid Action Buttons at the top of the Recipients grid.

Please note that, at least one Recipient should be added to the connector.


Recipient Email Type

This defines whether the recipient email address should be static, or retrieved dynamically from a Single Named Range (SNR).

The corresponding values are as follows:

  • Static – The recipient email address can be defined using the textbox that will become available upon selection of this option.
  • Dynamic – The recipient email address will be dynamic, based on a Single Named Range (SNR) from your workbook. You can select this named range from the Recipient Email Named Range dropdown list, which will become visible upon selection of this option.

Recipient Name Type

This defines whether the recipient name should be static, or retrieved dynamically from a Single Named Range (SNR).

The corresponding values are as follows:

  • Static – The recipient name can be defined using the textbox that will become available upon selection of this option.
  • Dynamic – The recipient name will be dynamic, based on a Single Named Range (SNR) from your workbook. You can select this named range from the Recipient Name Named Range dropdown list, which will become visible upon selection of this option.

Tab Bindings

Tab Bindings will contain the document stubs that are added to the connector which will be used as placeholders for eSignature fields. Tab bindings in the Docusign Envelope will determine the eSignature fields and which recipient will sign these. You can Add a new tab binding, Edit the tab binding selected in the grid or Delete the tab binding selected in the grid by using the Grid Action Buttons at the top of the Tab Bindings grid.

Please note that, at least one Tab Bindings should be added to the connector.


Target eSignature Stub

All available Document Stubs with an eSignature type assigned (further details in the Print Process Designer -> Edit Document Stubs section of the help pages) in the Print Processes added to Documents in the connector, will be added as an option to this dropdown. Selected stub will be assigned to the Tab Binding.
This means the eSignature field will be added based on the position of the selected Document Stub


Target Recipient

All available Recipients in the connector will be added as an option to this dropdown. Selected Recipient will be assigned to the Tab Binding.
This means the eSignature field will need to be signed by the selected Recipient