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==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, during sign to complete the set upprocess, 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:
3. Copy the '''Redirect URL'''
4. Use this URL for the DocuSiign DocuSign API account (when you are on DocuSign site to sign up for an API account)
[[File:Fromdocusign.png|800px]]
[[File:docusignURL2.png|800px]]
Redirect URI must include your system's URL with '''/OAuthsp/callback2.jsp''' appended to the end as shown below:
[[File:docusignURL3.png|800px]]
'''Redirect URI Example:''' <pre>https://youralias.smartsimple.com/OAuthsp/callback2.jsp</pre>
==DocuSign Tags==
||
<pre><!--SignatureBlock Anchor String--></pre>
||If you wish to have the Signature Block appear in the document in a fixed position then you must include <pre><!--SignatureBlock Anchor String--></pre> 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 you have 2 signees, then the 2nd signee's signature block will be placed 1 inch below the 1st signee's signature block.
* If "Please sign" anchor string text is not found in the document, or if you do not include this the SignatureBlock tag in your HTML, signees will have the option to place their signature anywhere in the document.
|-
||Date Block
||
<pre><!--DateBlock AnchorString--></pre>
||
<pre><!--DateBlock Date of Birth: --></pre>
||Here the anchor string is "Date of Birth: "
DocuSign will find "Date of Birth: " in your HTML and requires the user to enter a date in the format of MM/DD/YYYY.
|-
||Date Signed
||
<pre><!--DateSigned AnchorString--></pre>
||
<pre><!--DateSigned 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.
|||-||Use Dynamic Format||<pre><!--DynamicFormat 1--></pre>||<pre><!--DynamicFormat 1--></pre>||Specify positions of different blocks dynamically and generate fillable PDF fields. For details, check section Generating Fillable PDF Forms for E-Signatures.
||
|}
==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==