Use the DocuSign service to electronically sign documents for a variety of business transactions. You can integrate DocuSign with your Pega Platform™ application to collect digital signatures during case processing. You can sign, review, and exchange documents electronically, which eliminates having to manually print, sign, and scan documents back into your system. You can also make dynamic corrections and modifications to the documents before signing them.
Before integrating the DocuSign service with your Pega Platform application, you must have a DocuSign account. If you are using Pega Platform 7.2, you must apply a hotfix.
To integrate DocuSign with the Pega Platform, complete the following tasks:
- Creating a DocuSign account
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.
- Creating a DocuSign integration key
To make calls between your Pega Platform application and DocuSign, create a DocuSign integration key.
- OAuth 2.0 JWT bearer token authentication for DocuSign integration
To comply with the latest DocuSign security standards, you can use OAuth 2.0 with a JWT bearer token to authenticate your DocuSign integration. By configuring an OAuth 2.0 authentication profile, you can authorize your connections to DocuSign directly in Pega Platform.
- Configuring a signature request to DocuSign
You can make a signature request to DocuSign and create an envelope that sends multiple documents to multiple recipients.
- Configuring DocuSign to send response notifications
You can configure DocuSign to notify your Pega Platform application when a DocuSign document is signed by all the recipients.
- Canceling a document
You can cancel a document that you already sent for signature collection if you decide to sign the document offline.
- Preparing a DocuSign envelope
The pyPrepareNewEnvelope data transform enables you to prepare the DocuSign envelope that has all the information that is required to make a successful signature request to DocuSign. Each request is stored in the top-level clipboard page of the Pega-Int-DocuSign-NewEnvelope class that is populated in the pyPrepareNewEnvelope data transform.
- Defining the recipients for your DocuSign documents
The pyAssignRecipientsToEnvelope data transform is referenced in the pyPrepareNewEnvelope data transform and allows you to define the recipients for your documents.