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DocuSign

1,185 bytes added, 16:56, 10 June 2025
DocuSign Tags
'''Redirect URI Example:''' <pre>https://youralias.smartsimple.com/OAuthsp/callback2.jsp</pre>
 
==DocuSign Go-Live Process==
 
When you're ready to move from the DocuSign sandbox to production, DocuSign will request that you initiate a few signature requests for testing. DocuSign will monitor the document submission and signing workflow during this process.
 
'''Important:'''
After sending the signature requests, '''do not''' access the e-Signature window (which may be accessed by navigating to the web page view and clicking the "e-Signature" button).
 
'''Why?'''
Opening or refreshing the e-Signature window sends a real-time polling request to DocuSign. These polling requests are limited during the go-live evaluation period. If DocuSign detects polling, DocuSign will reject your go-live request, and you will need to start the process again.
 
What to do instead:
* After sending your signature request, wait for the DocuSign email notifications.
* Once you receive the emails, proceed to complete the signing process as usual.
 
After the signing is completed, the system will receive an update from DocuSign. If a multi-file field is configured with the save-to option for the WPV field, the signed documents will be automatically downloaded and may be accessed there.
 
 
==DocuSign Tags==
Smartstaff, administrator
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