E-Sign Package Integration for SE Assets [DocuSign]

Owned by Eugenio Sarritzu Abreu (Unlicensed)
Last updated: Nov 17, 2022
2 min read

Intro

Below you will find steps to add E-Signature capabilities to an instance, meeting the new OAuth 2.0 requirements for REST integration. For more information on these requirements, see here. In this document, we will be focusing specifically on the DocuSign service. However, ProcessMaker’s E-Sign package supports other platforms that facilitate electronic signatures.

Prerequisites

Have the E-Sign package installed in the desired ProcessMaker instance. Once installed, you can find the E-Sign module on the Admin section. Submit a SCO Jira ticket if the package is missing from the instance.

Create App in DocuSign

In order to create a DocuSign ProcessMaker integration that meets OAuth requirements, we first need to create an App in DocuSign and obtain its integration key and RSA private key alongside the DocuSign User ID. Follow the steps below to achieve this:

  1. Access the SE DocuSign account.

    1. In the 1Password Sales Team vault, search for SE DocuSign Credentials.

    2. Click the link you find there. You will also find the login credentials via 1Password.

    3. Don’t have 1Password? Request for access in a SCO Jira ticket.

  2. Once inside DocuSign account, create a new app.

    1. Make sure you are in the Settings tab.

    2. On the left-side menu, click on Apps and Keys under the Integrations section.

    3. Open a Notepad to save some details to use later. Save the User ID that appears at the top of the Apps and Keys screen.

    4. Click on the Add App and Integration Key to create the new app.

    5. Choose an App name and click Create App.

    6. Save the Integration Key in the Notepad as well.

    7. In the Authentication section, select Authorization Code Grant.

    8. In the Service Integration section, click on Generate RSA and store public and private keys in the Notepad.

    9. In the Additional Settings section, add the following URI: https://platform-demo-se.processmaker.net/admin/esign/verifyDocuSign

    10. Click Save.

  3. Inside the ProcessMaker instance, add a new service to the Admin / E-Sign module.

    1. Fill out the information as shown in this wiki page using the details previously saved in the Notepad.

    2. After saving, if the verification is successful it will appear as marked.

Usage

TBD