DocuSign

This page describes both the configuration dialog of the DocuSign eSignature integration and the respective 'Send for Signing' workflow task.

Name

Give the configuration an intuitive name.

Authentication Method

Allows the user to select the authentication method. Currently DocuSign only supports OAuth authentication.

OAuth Authentication Configuration

Integration Key: A 32-digit GUID generated by DocuSign when managing its integration with Therefore™.

Secret Key: Generated by DocuSign when adding the connection to Therefore™

Access Token: Generated by DocuSign once integration has been configured.

Note: When configuring the integration key please adhere to the following settings: PKCE settings set to 'Off', authentication type will be 'Authorization Code Grant' and ensure the following is used as the 'Redirect URL': http://localhost:64957/authorize As OAuth will also be used in the Therefore™ Viewer, users will need to sign in to their DocuSign accounts before a document is uploaded. For additional information, please visit DocuSign's Integration Key Documentation

Therefore™ eSignature service URL

The base URL for the Therefore™ eSignature service. For Therefore™ On-Premises users this URL can be set here:

Therefore™ Solution Designer > right-click on the Therefore™ root node > Settings > Advanced > Signatures > eSignature Service Base URL

eSignature provider URL

The DocuSign API host URL. This URL is client specific, for example:

https://accountname.docusign.net

Test Connection
If the configuration is valid, the message 'Connection test successful' is displayed when this button is clicked.

Send for Signing Configuration

The following fields are available for DocuSign if a new party is added in the 'Send for Signing Configuration' dialog. Access this dialog here:
Therefore™ Solution Designer > Workflow > create or open a workflow process > create or open a 'Send for Signing' task > click 'Edit'

Field	Mandatory	Type	Description
Role	Yes	String	The added party's role
E-mail	Yes	String	The added party's e-mail address
Name	No	String	The added party's name
Phone	No	Number	The added party's phone number
Signature Type	No	String	Set either 'DS Electronic' or 'DS Signature' Appliance. The default value is 'DS Electronic'.