Collecting digital signatures in a case

You can use the Send via DocuSign shape to collect digital signatures for your case attachments. By automating the review process for documents, you can save time and resolve cases more quickly.

Note: This shape requires a configured DocuSign account.

For more information, see Integrating DocuSign with the Pega 7 Platform on the Pega Community.

  1. Add the Send via DocuSign shape to the life cycle of your case.

    1. On the Workflow tab, click Life cycle.

    2. Hover over a process in a stage, and then click + Step > More > Utilities > Send via DocuSign.

      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.

    3. Click Select.

  2. To change the default name of the page that stores the signature request, enter a top-level page in the Envelope field.

  3. Click Save.

At run time, your application sends all case attachments to the DocuSign service. Signed documents are then reattached to your case.