Content Comparison

Sales Engineering Quick Guide on how to configure the Docusign connectors for e-signature POCs.

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Connectors Use

A. Send Envelope

Property

Accept mustache?

Description

name

Name of the task.

Email subject

{M}

The subject of the email used to send the envelope.

Content type

HTML Define the body content of the document in html format
Screen Define the body content of the document using an screen

Content

{M}

HTML with mustache syntax
Screen You could select a display screen

Recipients variable

Request variable that will contain the list of recipients. You could view the complete structure definition if the DocuSign documentation (recipients)

It could be for example a variable recipients, this variable could be loaded with an Script task with a value like (see script example below):

Code Block

language	js

recipients = {
    "signers": [
        {
            "recipientId": "1",
            "roleName": "signer",
            "routingOrder": "1",
            "email": "tester@processmaker.com",
            "name": "James Tremblay"
        }
    ]
}

Wait sign completed

If enabled the connector will wait until the envelope status changes to "completed"

Image Modified

If not enabled, the connector will continue with the process after the envelope is sent

Output variable

Request variable that will receive the response from the connector

PHP Script Example to prepare the variable recipients:

Code Block

language	php
title	DS Script
linenumbers	true
collapse	true

<?php 
return [
    'recipients' => [
        'signers' => [
            [
                "recipientId" => "1",
                "roleName" => "signer",
                "routingOrder" => "1",
                "email" => "tester@processmaker.com",
                "name" => "James Tremblay",
            ],
        ],
    ],
];

A. Send Template

Image Added

Property	Accept mustache?	Description
name		Name of the task.
Template ID		ID of a DocuSign template (see the section Template Configuration) You could paste here the ID of the template to use. Or use the Image Added dropdown button to select an template (To use this button you previously must be Grant Access Code from Admin menu)
Template roles variable		Request variable that should contain the roles of the template. You could find an example in DocuSign documentation (Signature by email using a template) It could be for example a variable template_roles, this variable could be loaded with an Script task (see script example below):
Wait sign completed		If enabled the connector will wait until the envelope status changes to "completed" Image Added If not enabled, the connector will continue with the process after the envelope is sent
Output variable		Request variable that will receive the response from the connector

PHP Script Example to prepare the variable recipients:

Code Block

language	php
title	DS Script
linenumbers	true
collapse	true

<?php 
return [
    'template_roles' => [
        [
            "email": "tester@processmaker.com",
            "name": "James Tremblay",
            "roleName": "signer"
        ]
    ],
];

C. Authorize connector

Image Added

If you need to use and individual DocuSign Connection by user requestor, instead of configure a global connection, you could use this Authorize connector

Ex.

Image Added

View file

name	DocuSignAuthConnector.mp4
height	250

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Info
You could find a complete documentation about the DocuSign Signature Concepts here

Version	Old Version 4	New Version Current
Changes made by	David Callizaya	David Callizaya
Saved on	Apr 15, 2021	Apr 15, 2021

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Key

Connectors Use

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