Improve customer experience, speed up case processing, and save money by
implementing the DocuSign eSignature services as part of your case type
You request digital signatures from Pega Platform through a
dedicated Send via DocuSign V2 SmartShape. At run time, the
SmartShape performs performs a series of activities, in the following order:
Collecting the documents attached to the case.
Packaging the documents in an envelope.
Distributing the envelope to all recipients by using the DocuSign eSignature
Send via DocuSign V2 is a flow-based SmartShape that enables both basic and OAuth 2.0
authentication methods and supports such dynamic behavior like prompting the sender to
acquire the OAuth 2.0 token during case processing, if not already acquired.
Connect your application to DocuSign by installing the DocuSign component, and
then configure the preferred authentication method for your API requests. For
more information, see Connecting your application to DocuSign.
Customize a DocuSign eSignature API request to create an envelope by adjusting
the main pyPrepareNewEnvelope data transform and other
associated data transforms to your business needs. For more information, see
Configuring DocuSign envelopes.
Find and open the case type that you want to integrate with the DocuSign
services or create a new case type.