Create a developer account with DocuSign before you integrate the service with your Pega Platform application. You can later upgrade the account to a production account.

For more information on performing the following steps, refer to your DocuSign documentation.

1. Create a developer account with DocuSign.

2. Sign in to your developer account.

3. Create a DocuSign template to define recipient roles, signing instructions, and informational fields.

4. Upload a document by using the template that you created.

5. Create tags for the document that you uploaded to indicate locations on the document where the recipient needs to take an action or provide information, for example, where a signature is required.

6. Send your document to a group of recipients to test the configuration.

7. If you are using Pega Platform 7.2, apply the HFIX-26109 hotfix package to your Pega Platform application by using the Hotfix Manager.

   This hotfix package contains a hierarchy of abstract Pega Platform classes that you can use to modify the most common configuration options when you make a signature request to DocuSign.

   Note: This hotfix package is not required for Pega 7.2.1 and later.

• Integrating DocuSign with Pega Platform