Configure a library with DocuSign

DocuSign is an electronic signature system for digital files. The AODocs-DocuSign connector can be used to sign the first attachment of an AODocs document in a Document Management library.

Important: The AODocs-DocuSign connector can be configured only in Document Management libraries. When the file is signed, it is added to the current AODocs document as a new PDF attachment. The name of the signed attachment is suffixed by .signed.pdf.

As a library administrator, to enable the electronic signature on your library, you need to configure several features. This article provides an example of a simple use case.

 Scope of this article
 Configure your document class
 Create a custom script
         Sample custom scripts
         Configure the sample custom scripts
  Configure your workflow for e-signature
         Create a workflow according to your business case
         Configure a custom action in you workflow 



Scope of this article

This article provides an example of the most simple use case for the AODocs-DocuSign connector, with one signer determined by property values in the document class.

The following advanced features of the AODocs-DocuSign Connector are not described in this article:

  • using more than one signer
  • using one Person type property instead of two String type properties (email and name) for the signer
  • defining a signing order (parallel or sequential validation) when using more than one signer - learn more from the DocuSign documentation

To find out about advanced features and how to customize this simple use case to meet your specific business requirements, contact your AODocs Sales Representative or send an email to sales@aodocs.com.


Configure your document class 

1. Open the library administration interface and select Document classes under Library configuration.

2. Select (or create) the document class for which you want to enable e-signature.

3. You must add two properties for the signer of your document on the Parameters tab of your document class.

Notes: You will have to map these properties in the custom script you use. You must use exactly the same property names in the script as those defined in your library administration.

Property name Field type Comment

Signer name

String

You can customize the property names according to your business case.

Signer email

String

 
4. Optionally, on the Parameters tab of your document class, you can add the following useful properties for tracking the progress of the e-signature process.

Learn more: Configure custom properties.

Note: If you use the property Sign status in a workflow, it becomes mandatory. The other parameters are always optional, but recommended.

Property name Field type Comment

Link to DocuSign envelope

URL This is the URL on the DocuSign platform of the document to be signed

Envelope ID

String DocuSign ID of the envelope

Sign status

String Feedback for the end-user about the envelope's status in the signing process

Status reason

String Description of the reason the document is in its current status

 Important: If you add these properties, they must be named exactly as specified. The property names are case sensitive.

Example of DocuSign properties in the library administration for a simple use case:

image01.png


Create a custom script

The DocuSign integration relies on custom scripts. Sample custom scripts are provided below, but you will probably need to adapt them to match your own use case. If you need assistance, contact your AODocs Sales Representative or send an email to sales@aodocs.com.

If you’ve never configured custom scripts in AODocs (or if you need to refresh your memory) read the article Create custom scripts.

Sample custom scripts

You can use the following sample custom scripts to configure e-signature:

Configure the sample custom scripts

1. Create a new custom script. Define it as type Viewer Action or Workflow Action, depending on which custom script you want to use.

Note: If you choose to trigger your e-sgnature through a Workflow Action custom script, you must also configure a workflow for e-signature.

2. Copy the code from the sample custom script into your custom script.

3. You must update the accountId field. To do this:

  • Log into your DocuSign account.
  • Retrieve the API Account ID value from the section API and keys. Follow this link: https://admin.docusign.com/api-integrator-key
  • Paste the value between the double quotes next to the accountId field:
    String accountId = "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx";

4. In the section //// CONFIGURATION //// enter the properties for signers (name and email address) that you created in your document class.

Important: The property names in the custom script must match exactly those in your document class.

image02.png 

5. If required, change the isFreeForm field:

  • isFreeForm = false;
    This means that the signer must sign the document at the location of the anchor. This is the default option. 
    Learn more: Prepare and send a document for e-signature
  • isFreeForm = true;
    This means that the signer can sign anywhere in the document.

If you created a Viewer Action custom script, the configuration is now complete. You can create a document for signature. Learn more: DocuSign Connector User Guide.

If you created a Workflow Action custom script, you need to configure your workflow for e-signature.


Configure your workflow for e-signature

Create a workflow according to your business case

If you’ve never configured workflow transitions (or if you need to refresh your memory) read the article Configuration — Add workflow transitions.

Based on the values of the property Sign status, you can configure automatic transitions to move your document to the appropriate state and notify users. This property can contain one of these values:

  • completed: all signers have successfully signed the document
  • voided: the originator of the signature request voided the document in the DocuSign user interface
  • declined: one or more of the signers refused to sign the document
  • error: an error occurred during the signing process

Below is a typical example of a workflow used for e-signature.

Note: This example corresponds to the most simple use case. For a more advanced configuration specific to your business, contact your AODocs Sales Representative or send an email to sales@aodocs.com.

image04.png

Configure a custom action in your workflow

Custom actions define how custom scrips are triggered. In our example of a simple use case, the custom script is triggered via a workflow.

If you’ve never configured custom actions in workflow states (or if you need to refresh your memory) read the article Trigger custom scripts on workflow states.

1. Press the Customize button on the workflow state from which e-signture will be triggered. In our example, this is in the Draft state, immediately before Awaiting signature.

2. In the pop-up, select Add new action.

3. Enter a name for the action.

Note: The action name appears in the custom script logs when the custom script runs.

4. Select Run when document leaves state before outbound transition is completed.

5. In the Script name drop-down menu, select the custom script you configured.

6. Press Save.

image05.png

The configuration is now complete. You can create a document for signature. Learn more: DocuSign Connector User Guide.

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