Creating a DocuSign account
Version:
Create a developer account with DocuSign before you integrate the service with your Pega Platform application. You can later upgrade the account to a production account.
For more information on performing the following steps, refer to your DocuSign documentation.
-
Create a developer account with DocuSign.
-
Sign in to your developer account.
-
Create a DocuSign template to define recipient roles, signing instructions, and informational fields.
-
Upload a document by using the template that you created.
-
Create tags for the document that you uploaded to indicate locations on the document where the recipient needs to take an action or provide information, for example, where a signature is required.
- Optional:
Send your document to a group of recipients to test the configuration.
-
If you are using Pega Platform 7.2, apply the HFIX-26109 hotfix package to your Pega Platform application by using the Hotfix Manager.
This hotfix package contains a hierarchy of abstract Pega Platform classes that you can use to modify the most common configuration options when you make a signature request to DocuSign.
This hotfix package is not required for Pega 7.2.1 and later.