Integrating DocuSign with Pega Platform
Integrate DocuSign digital signature capabilities with your application to significantly reduce operational costs and provide your customers with a faster and more convenient way of signing and sending transactional documents.
By processing documents electronically, you can eliminate the need to manually print, sign, and scan documents back into your system while making use of the following key DocuSign benefits:
- Incorporate digital signatures into Pega flows through a dedicated smart shape
- Generate signing requests through the DocuSign API
- Check whether a document has been viewed or signed
- View signed documents and the associated PDF certificate of completion
The following example shows how Pega seamlessly embeds DocuSign technology to quickly and securely capture signatures digitally, and therefore speed up case management processing:
After installing the DocuSign component in Pega, you can integrate document processing with a case type through a dedicated SmartShape. This shape initiates document processing through a REST service that DocuSign calls for any event that is associated with the document, for example, when the recipient signs or rejects a document. The service also attaches processed documents to a case.
By integrating the DocuSign digital signature technology with a Pega application, a customer service representative in a financial services company can quickly process a credit card application within a single call, as opposed to the conventional method of sending, signing, and completing the application that might take multiple days.
- Updating your application to use the DocuSign API version 2.1
Take advantage of new features and usability improvements of DocuSign by configuring your application to use the latest version of the DocuSign API.
- Connecting your application to DocuSign
Complete a series of preparatory tasks for incorporating DocuSign into your product.
- Configuring DocuSign envelopes
Prepare the data items that you need to dynamically create DocuSign envelopes from your application through eSignature REST API calls.
- Configuring a signature request to DocuSign
Improve customer experience, speed up case processing, and save money by implementing the DocuSign eSignature services as part of your case type definition.
- Additional configuration options for DocuSign integrations
You can perform any of the following tasks to adjust your DocuSign integration settings to your specific business needs.
Previous topic Integrating Open Robotics with case types in Dev Studio Next topic Updating your application to use the DocuSign API version 2.1