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.
- In the navigation pane of Dev Studio, click Case types.
- Click an existing case type to open it, or create a new case type. For more information, see Creating a top-level case type.
- On the Workflow tab, click Stage, and then enter a name in the field.
- Configure the DocuSign smart shape based on whether you want to authenticate
requests from DocuSign with Basic authentication or OAuth 2.0
authentication.
Choices Actions Basic authentication - In the Process section, click .
- Click Select.
OAuth 2.0 authentication - In the Process section, click .
- Click Select.
- Optional: Configure the smart shape to reference the top-level page name that is
populated in the pyPrepareNewEnvelope data transform.
- In the Step pane, in the Envelope field, enter pyPrepareNewEnvelope.
- Click Save.By default, the system sends the documents that are currently attached to your case to DocuSign for signature collection.
- Optional: Customize your signature request.
- Override the pyPrepareNewEnvelope data transform to prepare the envelope for making the signature request to DocuSign. For more information, see Preparing a DocuSign envelope.
- Review the pySetEnvelopeCredentials data transform that is referenced in the pyPrepareNewEnvelope data transform. This data transform sets the DocuSign account credentials (account ID, user name, password, and integration key).
- Override the pyAssignRecipientsToEnvelope data transform that is referenced in the pyPrepareNewEnvelope data transform. For more information, see Defining the recipients for your DocuSign documents.
The following issues can prevent the REST connector from sending your request to DocuSign:
- The top-level inbound page is not found or created.
- Some of the email recipients are not valid.
- The status for the envelope is not valid. "Created" and "Sent" are the only valid statuses.
- Documents are not in binary format.
- Document IDs are not valid.
- File extensions of documents are not valid.
- Recipient IDs are not valid.
- The mapping of document IDs to recipient IDs when using the Sign Here or Date tabs in DocuSign is not valid.
If you experience issues while getting DocuSign to send your request, you can troubleshoot your request by inspecting the DocuSign response messages on the Pega Platform clipboard.
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