What is DocuSign?
Understand what DocuSign is and how you can integrate it in your server environment.
Overview
The DocuSign connector uses DocuSign templates and recipient roles to send documents for eSignatures. Documents are sent through email to internal and external users as part of a Process. During a Request, when the DocuSign connector triggers, workflow routing can be configured in one of the following ways:
The Request pauses until the assigned user signs the document.
The Request's workflow resumes independently of the document's signing status.
Using the DocuSign package is a multi-step process involving these user roles:
Recipients or document signers: The recipients access the documents through an email sent by DocuSign and sign them. The documents can be signed by both ProcessMaker Platform or external users.
Follow these guidelines to use the DocuSign package:
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