DocuSign integration with Docxpresso

First of all you will need to create a DocuSign api account just go to this URL and afterwards just click and get it started

Once created the account you just have to go to the DocuSign login page for the API.

Introduce your email hit continue.

Enter your password and access the account

At this point you should go to admin and navigate to integrations api and keys in this interface now you have to create a

new app integration key that we are going to call the X sample and just leave everything as it is you don’t really need to change anything just to

copy this API interaction key that will

need it for the configuration with int

expression with injured Express or

instance just click in the signatures

configure signatures and click in the

doc you sign now we have to configure

the W signed a signature with the

parameters obtained from the DocuSign

website we shouldn’t use to start with

this URL to this demo DocuSign dotnet

slash REST API and introduce here the

user and password that we used to log

into a word doc user account and the API

key that we just generated when we do

that we just may test the connection and

if everything is ok we will get

connection a subject now we save the

data

and we can start working with a cosign

within docs presser we will see later

how to move this from the demo mode to

production okay you just have to change

the URL but you have to do a few things

in your demo DocuSign account in order

to prepare a document so it becomes a

expresso template that may incorporated

of sign signatures we have besides

inserting the standard

expresso variables like this one

introduce some placeholder images where

they we want the signatures to be

introduced in the DocuSign signature

process so we set a couple of

placeholder images and we have to add

some I’ll test with this structure okay

where one is the first signature and

here to the second signature so doc

espresso recognizes that they are going

to be placeholders for DocuSign okay so

if I just say fail-safe and I may upload

it to the expression and the espressos

always converts this word template into

a web page now I can make a safe

template agreement I am going to save it

in have no tests

well now we have already our the

expresso template preparer and we got

two here to edit we can just go where

they please hold those images where

click on that in particular we can

associate template variables two

variables the DocuSign is going to ask

like the name of the person that sign in

and the email so we can go here and

associate to the signature one we can

change the name but does not require for

example the name of the client and the

email the email of the client safe and

here the name of the provider and the

email of the provider the other

variables are not required for the

design you can introduce them so you

keep track of the info but they are not

required they assigned provided that we

have predefined as DocuSign and here we

can introduce the subject and the

message that is going to be sent

together with the DocuSign signature

email

okay tada we can also parameterize not

notifications have more things but well

we won’t do it now Save Changes and now

I’m going to save and preview this

contract

okay well now of course normally you

will send this to the person that has to

sign it first or just person that is

feeling the data within the contract so

we have two here that they ate okay

today maybe the client company here

whatever okay the important thing is

that you will certainly need at least

for the signature process to introduce

here the name of the client this is my

client here I probably will be the

expression and here we will put some

email my client dot-com and here say

okay and we just hit the send button and

like we are in the back office we will

be redirected to the page where we can

really request the signature as you see

here this information is prefilled

because we have put it in the in the

template okay and as you see also the

email subject but you can overwrite this

okay at this point you will just hit

request signatures and this will be sent

we are the API to DocuSign and the

standard that you saying signature

process will be launched and you can

also launch this process at any time if

you go here to data management as a

browse data and we have here delete of

this agreement here we can go here as

you will see here well I have more than

one you signature provided parametrize

but in particular at anytime from here

you will be able to click on DocuSign

and access the same interface and you

will be able to produce the document

that is going to be signed here etc okay

so this process can be launched at a

later time or as I said before in a

predefined manner

as you remember we were using a DocuSign

demo account so before going live we

have to do something else so you can go

to your DocuSign page and click like

before within the API and case

integrations menu option in the go life

process here it will explain what you

have to do but basically you have to do

a few transactions with expresso before

this demo account can be moved to a life

account okay and whenever you do so and

after you receive approval from DocuSign

you just have to go to the expresso

and remember to change the URL so you

are using the production URL that has

here www and that’s all