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Support Article

Configuration to inject required parameters

SA-68952

Summary



An integration requirement with the DocuSign In-Person Signer option. Multiple required parameters like hostName, hostEmail and signerName are present as stated in the DocuSign API. Requirement to know what must be configured to integrate the required parameters if the DocuSign template is of the type In-Person Signer.


Error Messages


 

Not Applicable


Steps to Reproduce


 

Unknown


Root Cause



Docusign has a vast and extensive set of REST APIs for a variety of requirements. Pega platform does not provide the out-of-the-box support for all the data models which are required to scale for all the APIs which are provided by Docusign.
 

Resolution


 
  1. Implement the below code to support the In-Person Signer option:

    JSON Layout for in-person signers

    "inPersonSigners": [{

      "hostEmail": "[email protected]",

      "hostName": "Mike Host",

    <core parameters>

      "autoNavigation": false,

      "defaultRecipient": false,

      "signInEachLocation": false,

      "signatureInfo": null,

      "signerEmail": "[email protected]",

      "signerName": "Isaac Inperson",

      "email": "[email protected]",

      "name": "Notary Signer"

      "tabs": {

        "approveTabs": null,

        "checkboxTabs": null,

        "companyTabs": null,

        "dateSignedTabs": null,

        "dateTabs": null,

        "declineTabs": null,

        "emailTabs": null,

        "envelopeIdTabs": null,

        "fullNameTabs": null,

        "initialHereTabs": null,

        "listTabs": null,

        "noteTabs": null,

        "numberTabs": null,

        "radioGroupTabs": null,

        "signHereTabs": [{

        "signerAttachmentTabs": null,

        "ssnTabs": null,

        "textTabs": null,

        "titleTabs": null,

        "zipTabs": null

      }

      "inPersonSigningType": "notary",

      "notaryHost": {

        "email": "[email protected]",

        "name": "Natalie Notary",

        "recipientId": "string"

      }

    }],

  2. Modify the data transform of pyPrepareNewEnvelope and others to set the required data by referring to the below link:

    https://community.pega.com/knowledgebase/articles/integrating-docusign-pega-7-platform

 

 

 

Suggest Edit

Published August 19, 2019 - Updated December 2, 2021

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