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Installing the DocuSign component

Updated on April 6, 2022

Install the DocuSign component to gain access to the configuration items that your application requires to securely connect to DocuSign and distribute documents for digital signature.

Before you begin: Download the PegaDocuSignIntegration_8 ZIP file that contains the DocuSign component from Pega Marketplace.
  1. Log in to Pega Platform by using an administrator ID.
  2. In the header of Dev Studio, click the name of the application, and then click Definition.
  3. On the Definition tab, in the Enabled components section, click Manage components.
  4. In the component installation wizard, click Install new, navigate to the location of the downloaded ZIP component file, and then upload the file.Result: The wizard tracks the installation process with a progress bar, and then displays the installed component in the list of available components.
  5. Close the wizard by clicking OK.
Result: The DocuSign component is available in the list of enabled components in your application definition. You now have access to Pega Platform rules that are necessary to further configure your DocuSign integration.
Enabling the DocuSign component
The DocuSign integration component in the list of enabled components.
What to do next: Configure your application to securely authenticate with DocuSign by using the OAuth 2.0 method. For more information, see Configuring the DocuSign authentication.

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