Integrate DocuSign eSignature into your application to lower operational costs and give customers a faster, more convenient way to sign and send transactional documents.

By handling documents electronically, you avoid printing, signing, and scanning, while taking advantage of these DocuSign capabilities:

• Add digital signatures to Pega workflows using a dedicated SmartShape
• Create signing requests via the DocuSign API
• Track whether a document has been viewed or signed
• Access signed documents along with their PDF completion certificate

Pega seamlessly embeds DocuSign to securely capture digital signatures and accelerate case processing. For example, see how Pega case management integrates with DocuSign to obtain eSignatures quickly and safely.

How it works: After installing the DocuSign component in Pega, you can connect document processing to a case type through a SmartShape. This shape triggers processing through a REST service that DocuSign calls on document events—such as when a recipient signs or rejects—and the service attaches processed documents to the case.

Business impact: With DocuSign integrated into a Pega application, a customer service representative in financial services can complete a credit card application in a single call, instead of the traditional multi-day send–sign–return cycle.

Important: Pega Platform supports DocuSign eSignature API versions 2.0 and 2.1.

Note (lab instance limitation): Because this lab environment doesn’t support external DocuSign callbacks/webhooks, the completed, signed document and its PDF certificate are not automatically attached to the case for this demo. In a production setup, the service attaches processed documents to the case upon completion.

High level Steps:

• Download the Marketplace component
• Create a developer account in Docusign to get the Account ID, Client ID and secret, Keys, etc..
• Configure the Docusign smart shape in the Flow based on your requirement.
• Configure the Authentication Profile and Token in Pega
• Configure the required changes in pyMainMenu
• Configure the Application Settings for the following items,
  • pyDocuSignAuthProfile
  • pyDocuSignAuthenticationBaseURL
  • pyDocuSignAccountID
  • pyDocusignBaseURL
• Configure the Data transforms
  • pyPrepareNewEnvelope
  • pyAssignRecipientsToEnvelope

Please find the below documenation for more detailed steps: https://docs.pega.com/bundle/platform/page/platform/data-integration/in…

Demo:

Constellation 101 Series

Enjoyed this article? See more similar articles in Constellation 101 series. 

Pega GenAI Cookbook - Recipes series

See more GenAI articles in Pega Cookbook - Recipes 🔥🔥🔥 series.