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{{ Banner-UnderConstruction }} ===Configuring Global Settings===
* Key name: set to DocuSign
NoteTip: Within the Web Page View window, you can click the Online Signature button to view the status of the current request once it's been sent. ==DocuSign Account Set Up==To use DocuSign as a signature provider in SmartSimple, you will need to sign up with DocuSign for an account with API capabilities. DocuSign requires users to create a sandbox account (reference: [https://www.docusign.com/blog/dsdev-new-api-and-keys-page/ https://www.docusign.com/blog/dsdev-new-api-and-keys-page/]) in order to create an integration key for their DocuSign API integration. After you obtained an integration key from your DocuSign sandbox account, to complete the set up process, you will have to provide the Redirect URIs (see screenshots for additional information on the instructions) for the DocuSign - SmartSimple integration. For the Redirect URIs: 1. Go to Global Settings - Integrations - Integration Key Management. 2. Click on '''New Integration Key'''. You will be presented with the following fields: * Key Type: set to DocuSign* Key name: set to DocuSign 3. Copy the '''Redirect URL''' 4. Use this URL for the DocuSiign API account (when you are on DocuSign site to sign up for an API account) [[File:Fromdocusign.png|800px]] [[File:docusignURL1.png|800px]] [[File:docusignURL2.png|800px]] [[File:docusignURL3.png|800px]]
===DocuSign Tags===
→Generating Fillable PDF Forms for E-Signatures
1. Go to Global Settings - Integrations - Integration Key Management. <br />
2. Click on '''New Integration Key'''. You will be presented with the following fields:
* Key Type: set to DocuSign
* Integrator Key**:
* Secret Key**: unique secret code for the client (see below for a description of where these are found)
<pre>* for Integrator Key and Secret Keys, login to your DocuSign account, click on the "User" icon - go to Admin-->Integrations-->API and Keys (on left menu) - click on the Integrator Key and there you will be able to add new Secret keys.</pre>
Use the below tags to configure the contact details and signing order for the signees.
||Set the Signature Block location
||
<pre><!--SignatureBlock SignatureAnchorStringAnchor String--></pre>
||
<pre><!--SignatureBlock Please signAnchor String--></pre>||If you wish to have the Signature Block appear in the document in a fixed position then you must include SignatureBlock tag with anchor string defined and then, in the document itself, have a text string that matches the anchor string.* If the anchor string is "Please sign", DocuSign will find "Please sign" in your HTML and place the Signature block below it.Signees will see a signature block to click on and sign.* If "Please sign" is not found in the document, or if you do not include this tag in your HTML, signees will have the option to place their signature anywhere in the document.
* If you have 2 signees, then the 2nd signee's signature block will be placed 1 inch below the 1st signee's signature block.
* If anchor string text is not found in the document, or if you do not include the SignatureBlock tag in your HTML, signees will have the option to place their signature anywhere in the document.
|-
||Date Signed
||
<pre><!--DateBlock AnchorString--></pre>
||
<pre><!--DateBlock Signed On: --></pre>
||Here the anchor string is "Signed On: "
DocuSign will find "Signed On: " in your HTML and place the Date of the signature beside it.
|-
||Set the location of the Initials Block
||Here the anchor string is "Your Initials: "
DocuSign will find "Your Initials: " in your HTML and place the Initials Block below it. If the specified AnchorString is not found in the document, or if you do not include this tag in your HTML, signees will have the option to place their initials anywhere in the document.
||
|}
==Generating Fillable PDF Forms for E-Signatures==
Web Page Views can be configured with fillable forms and exported as a system-generated PDF for e-signatures. All fields have to be created form the WPV template HTML content with the specific syntax indicated above. For additional support, please see the following DocuSign guide and sample HTML file:
* [[File:DocuSign Dynamic Guide.docx]]
* [[File:DocuSign Sample.zip]]
==Note==
For DocuSign to retrieve signee emails, names etc, you will have to embed them in your HTML. They will then be used in the email sent to signees. For example:
<pre> [#(?object=contact;criteria=roleid='12527';orderby=firstname) <!--SignatureFlow P--><!--signature ~email~;SIGNER;~firstname~;~lastname~;~Index~;~companyname~-->#]</pre>
If you have 3 signees assigned to the Level 1, the HTML in your Web Page View will be embedded with the info for all three:
<pre>
<!--signature ttest@smartsimple.com;SIGNER;Tony;Test;1;SmartSimple Software -->
<!--signature fake@smartsimple.com;SIGNER;Fake;Man;2;Fake Co. -->
<!--signature fake2@smartsimple.com;SIGNER;Fake2;Mann;3;Fake2 Co. -->
</pre>
[[Category:Integration]]
[[Category:External Services]]
[[Category: e-Signature]]
