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Understand what DocuSign is and how you can integrate it in your server environment.
Manage your DocuSign settings.
Filter all DocuSign settings on your server to find that one you need.
Use the Search function to filter all DocuSign Settings from the DocuSign page based on your entered text.
The DocuSign package must be installed.
Your user account or group membership must have the "Settings: View Settings" permission to search DocuSign settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to search for a DocuSign Setting:
​View your DocuSign settings. The DocuSign tab displays.
In the Search setting, enter the Setting name to filter by DocuSign Setting name.
Click the Search iconor press enter. The DocuSign settings display that match your entered text.
Copy a DocuSign setting to clipboard.
Copy a DocuSign configuration to clipboard to have this information in another environment or for testing purposes.
The DocuSign package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to copy DocuSign settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to copy a DocuSign configuration setting:
​View your DocuSign settings. The DocuSign tab displays.
Configure general information about DocuSign settings.
The DocuSign package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to edit DocuSign settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
To allow access to your DocuSign server, the following information is needed:
DocuSign integration key
DocuSign secret key
DocuSign server address
To generate or locate this information for your DocuSign server, refer to Apps and Keys - DocuSign eSignature Admin Guide.
Configure the following DocuSign settings as necessary:
View your DocuSign settings. The DocuSign tab displays.
Enter your DocuSign Integration key, and then click Save.
Enter your DocuSign Secret Key, and then click Save.
Enter your DocuSign server name, such as https://account-d.docusign.com
, and then click Save.
Click the Grant DocuSign Access button. The Task called DocuSign Authorization displays.
Click the Authorize Access button to grant the DocuSign eSignature platform access to your ProcessMaker Platform instance after it authenticates your DocuSign credentials. The DocuSign login page displays.
Enter your DocuSign account information to complete the authorization procedure.
Click the Copy to Clipboard iconfor your DocuSign configuration setting to copy. The following message displays: The setting was copied to your clipboard.
Click the Edit iconfor the Integration Key setting. The Integration Key screen displays.
Click the Edit iconfor the Secret setting. The Secret screen displays.
Click the Edit iconfor the Server setting. The Server screen displays.
Clear one of your DocuSign settings.
The DocuSign package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to clear the value of DocuSign settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Clearing a DocuSign configuration setting cannot be undone.
Follow these steps to clear the value of a DocuSign configuration setting:
​View your DocuSign settings. The DocuSign tab displays.
Understand what DocuSign is and how you can integrate it in your server environment.
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:
Click the Clear iconfor your DocuSign configuration setting. The following message displays: The setting was updated.
The must be installed.
is a document management software that offers solutions for preparing, signing, and managing documents electronically. ProcessMaker Platform uses DocuSign's API to allow Process designers to seamlessly integrate DocuSign's eSignature functionality in a.
After the DocuSign package is installed, the integrates into Process Modeler. Use the DocuSign in your Process models as a : drag and place the DocuSign connector into your Process model, configure its settings, and then add its .
For information on DocuSign templates and recipient roles, refer to .
System Administrators: An Administrator configures to ensure access to your DocuSign server.
Process designers: A Process designer configures the in a Process to email documents for eSignatures to the intended recipients.
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View all settings for connecting to a DocuSign server.
Display all DocuSign settings in one location. This makes it easy to manage these settings.
The DocuSign package must be installed.
Your user account or group membership must have the "Settings: View Settings" permission to view DocuSign settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to view all DocuSign settings in your organization:
Ensure that you are logged on to ProcessMaker.
Click the Admin option from the top menu. The Users page displays.
The DocuSign tab displays the following information in tabular format:
Setting: The Setting column displays the DocuSign Setting name.
Configuration: The Configuration column displays the setting value and how it is configured.
Use the Search setting to filter DocuSign Settings that display.
Click the Settings iconfrom the left sidebar. The Settings page displays a tab for each setting.
Click the Edit icon. See Configure DocuSign Settings.
Click the Copy to Clipboard icon. See Copy a DocuSign Setting.
Click the Clear icon. See Clear a DocuSign Setting.