#DocuSign Setup

Create an account at demo.docusign.net

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Navigate to Integration > Apps and Keys

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Click the Quickstart link

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Add a Name, select language C# and click Download

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Open the .Zip file, navigate to “App name”-c#.zip\“App name”--c#\launcher-csharp and open appsettings.json

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Note the values ClientId, ClientSecret, ImpersonatedUserId and AuthServer

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Open Document Management, navigate to Admin > General > Parameters > Features and enable DocuSign

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Navigate to Admin > General > Connection profiles:

Enter ClientID in DocuSign client ID
ClientSecret in DocuSign client secret
ImpersonatedUserId in DocuSign impersonated user ID and
AuthServer in DocuSign auth server

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Copy the DocuSign public key

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Edit the Quickstart Apps and Integration Key

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Click Upload RSA

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Paste the copied DocuSign public key then click Upload key

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Add the Redirect URLs, where the URL is that of the Document Management Web App

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Save all changes and click Grant DocuSign consent

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In the new tab, click Accept

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#Document Management Setup

Navigate to Admin > Workflows > Workflows and create a workflow

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Create workflow statuses

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Navigate to Admin > Workflows > Successor steps and create successor steps

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Navigate to Admin > Categories and create a new category

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Edit the category and enable Workflow can not change and DocuSign, select Signed by and Workflow status

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Navigate to Admin > Category groups and create a new category group

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#Create an Applicant/Offer Letter

Navigate to Manager > Recruitment > Applicants and create an applicant

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Create a document for the applicant

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Select New to upload a new document

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Note the document must contain the placeholder "Esign1". This will allow the applicant to sign the document when redirected to DocuSign.

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Submit the document to workflow

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Enter the Applicant record again, select Applicant signature

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The applicant will receive an email, click Review Document

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When redirected to DocuSign, select Sign to add signature and click finish to complete.

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Return to the applicant details and click "Get signing status

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The pop up screen will inform the user that the document signing process has been completed.

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To complete the process, select Approve to end the workflow.

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The signed document will be converted to PDF and can be downloaded.

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Multiple signees for DocuSign

Enabled the ‘DocuSign’ feature key and the ‘DocuSign’ tab showing on the 'Parameters' screen.

Under the ‘DocuSign’ tab, set values for the ‘Signature placeholder for workflow assignee’ and ‘Signature placeholder for applicant’ tabs

On the 'Connection profiles' screen, under the ‘DocuSign setting’ tab, set the details

The statuses used in the workflow

Enabled the ‘DocuSign’ toggle, added Workflow statuses and enabled toggles for the ‘Assignee signature’ and ‘External signature’ columns

For a particular Applicant, upload a document for signing

With the user 'Claire Kennedy' (Line manager), click on the ‘Sign’ button to sign the document

With the user 'Ken Ewert' (Worker), click on the ‘Sign the document’ button to sign the document

With the user ‘Charlie Carson’ (Level 2 Manager), sign the document

With the user ‘Phyllis Harris’ (Position), sign the document

With the user ‘Brooke Drynan’ (Requester), get signing status

Review document to finish the signing process

Click on 'Get signing status', to check the signing process finished

With the user ‘Claire Kennedy’ (Position group member), sign the document

If the Status changed to ‘Position group’ and the name of the person will show in bold who will sign the document using DocuSign

Note: 1. New admin setup for Category and workflow assignment is required with new DocuSign settings. 2. If 'Document' is assigned to the 'Position group', position group members can view the 'Sign the document' button. Once the action is performed by any one of the members, the 'Sign the document' button will disappear. 3. If the Document is assigned to the 'Position group', only one member of the position group will get access of the 'Sign the document' button. 4. In case of signing the document with the Applicant, all the position group members have access to send the email to the applicant but the name of the member will not be bold.