Import the DocuSign component into your application, and then configure the connection details. For more information, see Connecting your application to DocuSign.
You can create or retrieve the data required for an envelope, and then convert that data to the format that DocuSign recognizes, by using a series of data transform templates that you gain access to by installing the DocuSign component in your application.
The following figure shows these data transforms and summarizes the types of information that they control:
- Preparing a DocuSign envelope
Build a request envelope that holds the information that you need to provide to DocuSign to successfully send documents for digital signing.
- Assigning recipients to an envelope
Define the entities that receive a DocuSign envelope by adjusting the pyAssignRecipientsToEnvelope data transform to your business needs.
- Configuring advanced identity verification for envelope recipients
For business objectives that require a high threshold of transaction security, configure your DocuSign integration to require additional authentication from the envelope recipients.