Overview

The DocuSign Connector allows you to upload documents created with Print processes into the DocuSign electronic signature platform in order to create an approval process using eSignatures.

Once the DocuSign Connector is created and validated in the Designer application, it can be attached to an Action button from the Events selection of the button in the User Interface Designer.

Properties

The section below will outline the properties for the DocuSign Connector.

Name

The Name is simply a friendly identifier provided to the connector to help you subsequently identify this event.

Sandbox Credentials

The Sandbox Credentials determine the target DocuSign server to be used by the connector. If it is enabled, the connector will use demo.docusign, otherwise the DocuSign production server will be used.

Email Subject Type

This property defines whether the contents of the email subject is to be static in a pre-defined format, or retrieved dynamically from a Single Named Range (SNR).

The corresponding values are as follows:

• Static - The contents of the email subject can be defined using the textbox that becomes available for the email subject upon selecting this option.
• Dynamic - The contents will be dynamic, based on a Single Named Range (SNR) from your workbook. You can select this named range from the Email Subject Named Range dropdown list, which becomes visible upon selecting this option.

DocuSign Application Authorization

Once a DocuSign Connector is created, it will require authorization before it becomes active. Click the Authorize button to go the DocuSign application authorization page. When you give authorization to the application, you will be returned to the Designer interface and the authorization will be complete.

When you give authorization to the application, you will be returned to the Designer, and the authorization will be complete.

Please note that, when you edit a previously authorized DocuSign Connector, any changes made to the Integration Key, Secret Key or Sandbox Credentials will invalidate the connector and you will need to authorize it again.

Docusign Connector Inputs

The section below will outline the inputs that are needed for the DocuSign Connector.

Documents

Documents contain the Print processes that are added to the connector. Added Print process outputs will be included in the Docusign Envelope that will be sent out when the corresponding Event is triggered. You can Add a new process or Delete the process selected in the grid by using the Grid Action Buttons on the top of the Documents grid.

Please note that, at least one Document must be added into a DocuSign connector.

Print Process

All available Print Process in the Designer Application will be displayed in this dropdown. Selected Print Process will be added to the connector.

Recipients

Recipients will contain the recipients that are added to the connector. Documents in the Docusign Envelope will be sent out for approval to recipients that are added here. You can Add a new recipient, Edit the recipient selected in the grid, or Delete the recipient selected in the grid by using the Grid Action Buttons on the top of the Recipients grid.

Please note that, at least one Recipient must be added into the DocuSign connector.

Recipient Email Type

This defines whether the recipient email address is to be static, or retrieved dynamically from a Single Named Range (SNR).

The corresponding values are as follows:

• Static - The recipient email address can be defined using the textbox that becomes available when this option is selected.
• Dynamic - The recipient email address will be dynamic, based on a Single Named Range (SNR) from your workbook. You can select this named range from the Recipient Email Named Range dropdown list, which becomes visible when this option is selected.

Recipient Name Type

This defines whether the recipient name is to be static, or retrieved dynamically from a Single Named Range (SNR).

The corresponding values are as follows:

• Static - The recipient name can be defined using the textbox that becomes visible when this option is selected.
• Dynamic - The recipient name will be dynamic, based on a Single Named Range (SNR) from your workbook. You can select this named range from the Recipient Name Named Range dropdown list, which becomes visible when this option is selected

Tab Bindings

Tab Bindings contains the document stubs that are added into the connector, which will be used as placeholders for eSignature fields. Tab bindings in the Docusign Envelope determines the eSignature fields and which recipient will sign these. You can Add a new tab binding, Edit the tab binding selected in the grid, or Delete the tab binding selected in the grid by using the Grid Action Buttons on the top of the Tab Bindings grid.

Please note that, at least one Tab Bindings must be added to the connector.

Target eSignature Stub

All available Document Stubs with an eSignature type assigned (further details in the Print Process Designer -> Edit Document Stubs section) in the Print Processes added into Documents in the connector, will displayed in this dropdown. Selected stub will be assigned to the corresponding Tab Binding.
This means that the eSignature field will be added based on the position of the selected Document Stub

Target Recipient

All available Recipients in the connector will be displayed in this dropdown. Selected Recipient will be assigned to the Tab Binding.
This means the eSignature field needs to be signed by the selected Recipient.