ICIHelp8.2 - User contributions [en]

Patch Release Notes

2023-12-11T06:50:55Z

WikiSysop:

= Patch Release Notes =

<span style="font-size:larger;">The following patches are released for ICI 8.2: </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_6.pdf|8.2 Patch 6]]</span> 

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_5.pdf|8.2 Patch 5]]</span> 

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_4.pdf|8.2 Patch 4]]</span> 

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_3.pdf|8.2 Patch 3]] </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_2.pdf|8.2 Patch 2]] </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_1.pdf|8.2 Patch 1]] </span>

File:ICI Release Notes 8.2 Patch 6.pdf

2023-12-11T06:49:34Z

WikiSysop:

File:ICI Release Notes 8.2 Patch 5.pdf

2023-06-30T13:16:32Z

WikiSysop: WikiSysop uploaded a new version of File:ICI Release Notes 8.2 Patch 5.pdf

Patch Release Notes

2023-06-30T10:28:54Z

WikiSysop:

= Patch Release Notes =

<span style="font-size:larger;">The following patches are released for ICI 8.2: </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_5.pdf|8.2 Patch 5]]</span> 

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_4.pdf|8.2 Patch 4]]</span> 

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_3.pdf|8.2 Patch 3]] </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_2.pdf|8.2 Patch 2]] </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_1.pdf|8.2 Patch 1]] </span>

File:ICI Release Notes 8.2 Patch 5.pdf

2023-06-30T10:26:19Z

WikiSysop:

Patch Release Notes

2023-04-17T04:12:30Z

WikiSysop:

= Patch Release Notes =

<span style="font-size:larger;">The following patches are released for ICI 8.2: </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_4.pdf|8.2 Patch 4]]</span> 

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_3.pdf|8.2 Patch 3]] </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_2.pdf|8.2 Patch 2]] </span>

<span style="font-size:larger;">[[Media:ICI_Release_Notes_8.2_Patch_1.pdf|8.2 Patch 1]] </span>

File:ICI Release Notes 8.2 Patch 4.pdf

2023-04-17T04:10:02Z

WikiSysop:

MediaWiki:SidebarTree

2023-02-02T06:57:33Z

WikiSysop:

{{#tree:
*[[Home]]
*[[Agreements]]
**[[Working with Agreements]]
**[[Amendments]]
*[[Requests]]
*[[Associations]]
*[[Compliances]]
*[[Templates]]
**[[Create a Template_in ICI Word Add-in]]
**[[Approve/Reject a Template]]
**[[Bilingual Templates]]
*[[Clauses]]
*[[Configure]]
**[[Contract Type]]
**[[Attribute]]
**[[Rule]]
**[[Masterdata]]
**[[Alias Master]]
**[[Cascade Team]]
**[[Promote Configurations]]
**[[System Configurations]]
**[[SSO Configurations]]
**[[E-sign Configuration]]
*[[Reports]]
**[[Agreement Details Page Reports]]
**[[Legal and Compliance]]
**[[Admin Reports]]
**[[Workflow Reports]]
**[[Power BI Integration with ICI]]
**[[Obligation Management Reports]]
**[[Sourcing Reports]]
*[[Advanced Analytics]]
**[[Power BI]]
*[[Bulk Actions]]
*[[Admin]]
**[[Managing Organization]]
**[[Managing Users]]
**[[Managing User Groups]]
**[[Managing Security Groups]]
**[[Enabling Self Service Option]]
**[[Application Settings]]
**[[Notification Settings]]
**[[Currencies]]
**[[Reasons]]
**[[Legacy Upload]]
**[[Admin Task]]
**[[Dashboard Configuration]]
**[[Action Button Configuration]]
**[[Configuring MS Teams with ICI]]
*[[Self-Serve Tools]]
*[[Icertis Business Apps]]
**[[ICI Sourcing App]]
**[[ICI Obligation Management]]
**[[ICI Risk Management]]
**[[ICI Proposal Management]]
**[[ICI Supplier Relationship Management]]
**[[ICI Rebates and Promotions App]]
*[[AI Apps]]
**[[Managing US Federal Contracts using ICI]]
**[[Contract Digitalization]]
**[[Discover AI]]
**[[Negotiate AI]]
**[[Obligation AI]]
**[[Visualize AI]]
*[[ICI Add-ins]]
**[[Icertis Experience for Word]]
**[[Outlook Add-in]]
**[[Collaboration experience with Microsoft Teams]]
*[[Integrations]]
**[[ICI for SAP Ariba Strategic Sourcing]]
**[[ICI for SAP CPQ]]
**[[ICI for SAP Fieldglass]]
**[[Salesforce]]
**[[Microsoft Dynamics CRM]]
**[[Icertis Experience for Workday]]
**[[System for Cross Domain Identity Management]]
**[[Using Adobe Sign]]
**[[Using DocuSign]]
**[[Using Namirial eSignAnywhere]]
**[[Generic Integration Framework to Support SFTP Interface]]
**[[Generic Integration Framework to Support ASB Interface]]
*[[API Capabilities]]
*[[ICI Mobile App]]
*[[ICI BOT]]
*[[Release Notes]]
*[[Patch Release Notes]]
}}

Patch Release Notes

2023-02-02T06:54:58Z

WikiSysop: Created page with " = Patch Release Notes = <span style="font-size:larger;">The following patches are released for ICI 8.2: </span> <span style="font-size:larger;">Media:ICI_Release_Not..."

File:ICI Release Notes 8.2 Patch 3.pdf

2023-02-02T05:41:53Z

WikiSysop:

File:ICI Release Notes 8.2 Patch 2.pdf

2023-02-02T05:41:33Z

WikiSysop:

File:ICI Release Notes 8.2 Patch 1.pdf

2023-02-02T05:41:14Z

WikiSysop:

MediaWiki:SidebarTree

2023-02-02T05:39:10Z

WikiSysop:

E-sign Configuration

2022-12-19T11:40:35Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

 

 

 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: https://<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientSecret.PNG|720px|Configuring AdobeSign-ClientSecret.PNG]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider. [https://api.{shard}.adobesign.com https://api.{shard}.adobesign.com]<br/> For example: [https://api.na2.echosign.com/ https://api.na2.echosign.com/]
*Bio-Pharma Account: Select '''Yes '''or '''No '''as per the requirement. 
*Access URL: This is the consent URL that must be copied from the user interface and request DocuSign administrator to provide access. 

3. Enter the Callback URI as follows: 

https://<cname>/ESignCallBack/AdobeSignCallback

4. Toggle the “Bio Pharma Account” switch as required.

 
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
5. Click “Save and Next”

6.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
7. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
8.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

9. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

Using DocuSign

2022-12-19T10:55:22Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 

4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border">'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.</div>
3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border">5. Click Launch Signature Console. The DocuSign console page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Click Actions. A drop-down is displayed.</div> <div class="image-green-border">7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.</div> <div class="image-green-border">8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.</div>
9. Click Save. The settings will be saved.
<div class="image-green-border">10. Click the Document Settings icon in the right navigation pane. </div> <div class="image-green-border">11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.</div>
12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border">13. Click Done. The changes will be saved.</div> <div class="image-green-border">14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign-DataFormat.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Data Format and Delivery Mode Settings per ICI version '''</div> <div class="image-green-border"> </div> <div class="image-green-border">
{| border="1" cellpadding="1" cellspacing="1" style="width: 500px;"
|-
| '''ICI Version'''
| '''Data Format'''
| '''Message Delivery Mode'''
| '''Changes in DocuSign Connect '''
| '''Comments '''
|-
| 8.0 Patch 
| Legacy 
| Aggregated
|
DocuSign account changes 

ESign.ServiceURI : “https://demo.docusign.net/restapi/v2/"

|  
|-
| 8.1
| Rest 2.1
| Aggregated
|
Service URI in Tenant Config, DocuSign account

ESign.ServiceURI : “https://demo.docusign.net/restapi/v2.1/"<br/>  

| Recommended. But not mandatory.
|-
|  
| Legacy
| Aggregated
|
No changes required

ESign.ServiceURI : “https://demo.docusign.net/restapi/v2/"<br/>  

|  
|-
| 8.2
| Rest 2.1
| SIM
|
Service URI in Tenant Config, DocuSign account

ESign.ServiceURI : “https://demo.docusign.net/restapi/v2.1/"<br/>  

| Recommended. But not mandatory. If you are using ICI 8.2 and above, it is highly recommended to use Rest2.1 and SIM.
|-
|  
| Legacy
| Aggregated
|
No changes required

ESign.ServiceURI : “https://demo.docusign.net/restapi/v2./"<br/>  

| Backward compatibility provided. 
|}

 
</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring DocuSign-Recepients.png|720px]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px|Configuring DocuSign7.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px|Configuring DocuSign8.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px|Configuring DocuSign-GeneralInformation.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px|Configuring DocuSign9.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px|Configuring DocuSign-Key Repair.png]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px|Configuring DocuSign-Account Information.png]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

File:Configuring DocuSign-DataFormat.png

2022-12-19T10:48:24Z

WikiSysop:

File:Configuring DocuSign-Recepients.png

2022-12-19T10:45:55Z

WikiSysop: WikiSysop uploaded a new version of File:Configuring DocuSign-Recepients.png

Using DocuSign

2022-12-19T10:43:51Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 

4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border">'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.</div>
3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border">5. Click Launch Signature Console. The DocuSign console page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Click Actions. A drop-down is displayed.</div> <div class="image-green-border">7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.</div> <div class="image-green-border">8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.</div>
9. Click Save. The settings will be saved.
<div class="image-green-border">10. Click the Document Settings icon in the right navigation pane. </div> <div class="image-green-border">11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.</div>
12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border">13. Click Done. The changes will be saved.</div> <div class="image-green-border">14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring DocuSign-Recepients.png|720px]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px|Configuring DocuSign7.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px|Configuring DocuSign8.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px|Configuring DocuSign-GeneralInformation.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px|Configuring DocuSign9.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px|Configuring DocuSign-Key Repair.png]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px|Configuring DocuSign-Account Information.png]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

File:Configuring DocuSign-Recepients.png

2022-12-19T10:42:58Z

WikiSysop:

Using DocuSign

2022-12-19T10:40:27Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 

4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border">'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.</div>
3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border">5. Click Launch Signature Console. The DocuSign console page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Click Actions. A drop-down is displayed.</div> <div class="image-green-border">7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.</div> <div class="image-green-border">8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.</div>
9. Click Save. The settings will be saved.
<div class="image-green-border">10. Click the Document Settings icon in the right navigation pane. </div> <div class="image-green-border">11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.</div>
12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border">13. Click Done. The changes will be saved.</div> <div class="image-green-border">14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px|Configuring DocuSign7.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px|Configuring DocuSign8.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px|Configuring DocuSign-GeneralInformation.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px|Configuring DocuSign9.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px|Configuring DocuSign-Key Repair.png]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px|Configuring DocuSign-Account Information.png]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

E-sign Configuration

2022-12-19T10:39:36Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

 

 

 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientSecret.PNG|720px|Configuring AdobeSign-ClientSecret.PNG]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider. [https://api.{shard}.adobesign.com https://api.{shard}.adobesign.com]<br/> For example: [https://api.na2.echosign.com/ https://api.na2.echosign.com/]
*Bio-Pharma Account: Select '''Yes '''or '''No '''as per the requirement. 
*Access URL: This is the consent URL that must be copied from the user interface and request DocuSign administrator to provide access. 

3. Enter the Callback URI as follows: 

[https:// https://]<cname>/ESignCallBack/AdobeSignCallback

4. Toggle the “Bio Pharma Account” switch as required.

 
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
5. Click “Save and Next”

6.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
7. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
8.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

9. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-19T10:37:25Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

 

 

 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientSecret.PNG|720px|Configuring AdobeSign-ClientSecret.PNG]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider. https://api.{shard}.adobesign.com<br/> For example: https://api.na2.echosign.com/
*Bio-Pharma Account: Select '''Yes '''or '''No '''as per the requirement. 
*Access URL: This is the consent URL that must be copied from the user interface and request DocuSign administrator to provide access. 

3. Enter the Callback URI as follows: 

https://<cname>/ESignCallBack/AdobeSignCallback

4. Toggle the “Bio Pharma Account” switch as required.

 
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
5. Click “Save and Next”

6.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
7. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
8.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

9. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-19T10:32:41Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

 

 

 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientSecret.PNG|720px]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Enter the Callback URI as follows: 

[[|[https:// https://]<cname>/ESignCallBack/AdobeSignCallback]]

4. Toggle the “Bio Pharma Account” switch as required.

 
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
5. Click “Save and Next”

6.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
7. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
8.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

9. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

File:Configuring AdobeSign-ClientSecret.PNG

2022-12-19T10:30:58Z

WikiSysop:

E-sign Configuration

2022-12-19T10:18:36Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

 

 

 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.

2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Enter the Callback URI as follows: 

[[|[https:// https://]<cname>/ESignCallBack/AdobeSignCallback]]

4. Toggle the “Bio Pharma Account” switch as required.

 
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
5. Click “Save and Next”

6.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
7. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
8.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

9. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-19T06:13:43Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

 

 

 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.

 
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Enter the Callback URI as follows: 

[[|https://<cname>/ESignCallBack/AdobeSignCallback]]

4. Toggle the “Bio Pharma Account” switch as required.

 
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
5. Click “Save and Next”

6.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
7. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
8.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

9. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-19T06:11:10Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: https://<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.

 
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-18T15:49:09Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. It is available at the following location: Account ->Acrobat Sign API / Adobe Sign API-> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application.

 
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

Using DocuSign

2022-12-17T03:05:58Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 

4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border">'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.</div>
3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border">5. Click Launch Signature Console. The DocuSign console page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Click Actions. A drop-down is displayed.</div> <div class="image-green-border">7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.</div> <div class="image-green-border">8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.</div>
9. Click Save. The settings will be saved.
<div class="image-green-border">10. Click the Document Settings icon in the right navigation pane. </div> <div class="image-green-border">11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.</div>
12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border">13. Click Done. The changes will be saved.</div> <div class="image-green-border">14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: [https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign4.png|600px|Configuring DocuSign4.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px|Configuring DocuSign6.png]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px|Configuring DocuSign7.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px|Configuring DocuSign8.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px|Configuring DocuSign-GeneralInformation.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px|Configuring DocuSign9.png]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px|Configuring DocuSign-Key Repair.png]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px|Configuring DocuSign-Account Information.png]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

E-sign Configuration

2022-12-17T03:05:00Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. 
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application

 
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-16T11:56:56Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px|Configuring AdobeSign.PNG]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. 
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px|Configuring AdobeSign-ClientID.PNG]]</div>
*Client Secret: Identifies the Client Secret that is making the request. This is the client secret in Adobe, you can find the same on below path <br/> Account->Acrobat Sign API / Adobe Sign API -> API Application

 
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-16T11:50:38Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 
<div class="image-green-border">[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]</div>
*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.
<div class="image-green-border">[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]</div>
 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration. This is the name used in Adobe configuration and must be added in E-Signature provider attribute. You can find same on below path :Account->Acrobat Sign API / Adobe Sign API -> API Application.
<div class="image-green-border">[[File:Configuring AdobeSign.PNG|720px]]</div>
*Client ID: Identifies the Client that is making the request. This is the application ID in Adobe. 
<div class="image-green-border">[[File:Configuring AdobeSign-ClientID.PNG|720px]]</div>
*Client Secret: Identifies the Client Secret that is making the request.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

File:Configuring AdobeSign-ClientID.PNG

2022-12-16T11:49:42Z

WikiSysop:

File:Configuring AdobeSign.PNG

2022-12-16T11:30:45Z

WikiSysop:

E-sign Configuration

2022-12-16T10:54:33Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 

[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]

*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.

[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]

 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration
*Client ID: Identifies the Client that is making the request
*Client Secret: Identifies the Client Secret that is making the request.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
 

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-16T10:53:29Z

WikiSysop:

= E-Sign Configurations =

== What is an E-Sign Configuration? ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

 

== Performing E-Sign Configuration ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px|Configuring DocuSign-SecurityGroups.png]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
 

=== Setting up the Configuration ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 

[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]

*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.

[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]

 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration
*Client ID: Identifies the Client that is making the request
*Client Secret: Identifies the Client Secret that is making the request.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
===   ===

=== Default Configuration ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

1. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-16T10:52:01Z

WikiSysop:

= E-Sign Configurations =

== '''What is an E-Sign Configuration?''' ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

== '''Performing E-Sign Configuration''' ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>

=== '''Setting up the Configuration''' ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px|Configuring DocuSign-CreateAccount.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 

[[File:Configuring DocuSign-DocuSignSignature.png|720px|Configuring DocuSign-DocuSignSignature.png]]

*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.

[[File:Configuring DocuSign-Apps and Keys.png|720px|Configuring DocuSign-Apps and Keys.png]]

 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px|Configuring DocuSign-RSAKeyRepair.png]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px|Configuring DocuSign-Settings.png]]</div> <div class="image-green-border"> </div>
*CALLBACK URL: [https:// https://]<cname>/ESignCallBack/Initiate
*SERVICE URI: [https://{server}.docusign.net/restapi/v2.1/ https://{server}.docusign.net/restapi/v2.1/] For example,  [https://demo.docusign.net/restapi/v2.1/ https://demo.docusign.net/restapi/v2.1/]

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration
*Client ID: Identifies the Client that is making the request
*Client Secret: Identifies the Client Secret that is making the request.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
2. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

3. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
4. Click “Save and Next”

5.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
6. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
7.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

8. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>

=== '''Default Configuration''' ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

12. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

E-sign Configuration

2022-12-16T10:45:31Z

WikiSysop:

= E-Sign Configurations =

== '''What is an E-Sign Configuration?''' ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

== '''Performing E-Sign Configuration''' ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>

=== '''Setting up the Configuration''' ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

'''Creating DocuSign Account '''
<div class="image-green-border">[[File:Configuring DocuSign-CreateAccount.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Provide the following information. </div>
*Account Name: Enter the account name that is used during DocuSign configuration Same need to be added in E-Signature Provider attribute You can find same on below path <br/> setting-> Connect. 

[[File:Configuring DocuSign-DocuSignSignature.png|720px]]

*Client ID: This is the user id in DocuSign, you can find same on below path <br/> Setting-> Apps and Keys.

[[File:Configuring DocuSign-Apps and Keys.png|720px]]

 

*Client Secret:  It is the RSA private key in DocuSign. You can find the RSA key on below path Setting->Apps and Keys->Add Apps and Integration key-> Generate RSA.
<div class="image-green-border">[[File:Configuring DocuSign-RSAKeyRepair.png|720px]]</div>
*API Key: It is the integration key in DocuSign. You can find it at this path: Settings-> Apps and Keys. 
<div class="image-green-border">[[File:Configuring DocuSign-Settings.png|720px]]</div> <div class="image-green-border"> </div>
*
CALLBACK URL: https://<cname>/ESignCallBack/Initiate

*
 

SERVICE URI: https://{server}.docusign.net/restapi/v2.1/
For example,  https://demo.docusign.net/restapi/v2.1/

OAUTH BASE PATH 

*For Dev: account-d.docusign.com
*For Prod: account.docusign.com
*Bio-Pharma Account: Set '''Yes '''or '''No '''as per requirement. 
*Access URL: This is the consent url, that must be copied from UI. Users ask DocuSign admin to allow access.

'''Adobe E-Sign '''

1. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration
*Client ID: Identifies the Client that is making the request
*Client Secret: Identifies the Client Secret that is making the request.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
5. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

6. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
7. Click “Save and Next”

8.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
9. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
10.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

11. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>

=== '''Default Configuration''' ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

12. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

File:Configuring DocuSign-Settings.png

2022-12-16T10:40:49Z

WikiSysop:

File:Configuring DocuSign-RSAKeyRepair.png

2022-12-16T10:37:25Z

WikiSysop:

File:Configuring DocuSign-Apps and Keys.png

2022-12-16T10:33:49Z

WikiSysop:

File:Configuring DocuSign-DocuSignSignature.png

2022-12-16T10:31:49Z

WikiSysop:

File:Configuring DocuSign-CreateAccount.png

2022-12-16T10:26:10Z

WikiSysop:

E-sign Configuration

2022-12-16T09:49:27Z

WikiSysop:

= E-Sign Configurations =

== '''What is an E-Sign Configuration?''' ==

An E-Sign or electronic signature is an efficient, legally binding way to get approval on electronic documents. Secure and verifiable, it can replace a handwritten signature in virtually any process. This utility will support Adobe Sign and DocuSign as ESign providers.

== '''Performing E-Sign Configuration''' ==

<br/> 1. Click “Configure” tile and click “System Configuration”. The “System Configuration – Self-Service” tab will open.
<div class="image-green-border">[[File:E sign 8.2 1.png|250px|E sign 8.2 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Note'''

*User needs to have manage access for “Self Service” security group privilege to view “System Configuration” option under “Configure” tile.
*User needs to have the manage access for “Self Service E-sign Configuration” security group privilege to view the “E- Sign Configuration” option on the “System Configuration – Self Service” page.
</div> <div class="image-green-border">[[File:Configuring DocuSign-SecurityGroups.png|720px]]</div>
2. Click “E-Sign Configurations” index page will open.
<div class="image-green-border">[[File:E sign 8.2 2.png|720px|E sign 8.2 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note: '''User need to have the E-sign admin user role assigned to make E-sign configuration changes</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:E-sign Admin.png|720px|E-sign Admin.png]]</div>
3. Click “Create” button and from the dropdown select “Adobe Sign Account” or “DocuSig Account” as required.
<div class="image-green-border">[[File:E sign 8.2 3.png|720px|E sign 8.2 3.png]]</div>
=== '''Setting up the Configuration''' ===

This facilitates you to configure Adobe Sign / DocuSign as the E-Sign provider on the instance. While creating the configuration, you need to perform the following steps:

*'''Account Details''' - Fill in the form with the correct information as per the fields provided for Adobe Sign / DocuSign.
*'''Generating Authentication URL''' – Once the form is saved, this is the next step where you can generate and copy the Authentication URL. This URL is sent to the administrator for the setup.
*'''Validate and Deploy''' – Once the Authentication URL is integrated successfully, the next and final step is to validate the configuration and deploy on the instance. Once the validation is successful, it will be pushed to the instance and updated at the required locations. Please note - If during the configuration, the Bio Pharma is set to 'Yes' OR if the 'Send as Signature' is either 'Sender' or a specific Email ID then the configuration will be published to ICI without validations in step 3 (Validation) of the Configuration process.

4. Enter “Account Name”, “Client ID” and “Client Secret”

*Account Name: A unique Account Name to identify the configuration
*Client ID: Identifies the Client that is making the request
*Client Secret: Identifies the Client Secret that is making the request.
<div class="image-green-border">[[File:E sign 8.2 4.png|500px|E sign 8.2 4.png]]</div>
5. Enter “Service URL” and “Days Until Signing Deadline”.

*Service URL: URL used by ICI to send information to the provider.

6. Toggle the “Bio Pharma Account” switch as required.
<div class="note-box">'''Note: '''If set to “Yes”, it will enforce additional authentication during the signature process.</div>
7. Click “Save and Next”

8.''' '''In OAuth URL section, click “Generate URL”.
<div class="image-green-border">[[File:E sign 8.2 5.png|450px|E sign 8.2 5.png]]</div>
9. Copy the generated URL and send it to the administrator for the setup.
<div class="image-green-border">[[File:E sign 8.2 6.png|720px|E sign 8.2 6.png]]</div>
10.  Once the Authentication URL setup is completed successfully, toggle the “OAuth URL Setup Complete” switch to “Yes” and click “Next”.

11. Click “Validate and Publish”.
<div class="image-green-border">[[File:E sign 8.2 7.png|720px|E sign 8.2 7.png]]</div>
=== '''Default Configuration''' ===

There will be atleast and atmost 1 default configuration on the instance. Only an active configuration can be made default. If another active configuration is made Default, it will replace the existing one.

'''To Make a configuration as default'''

12. In E-sign Configuration index page click the three dots next to the E-sign Configuration name and click “Set as Default”.
<div class="image-green-border">[[File:E sign 8.2 8.png|720px|E sign 8.2 8.png]]</div> <div class="note-box">'''Note: '''Only Non Active configurations can be edited. Active configurations will be in read-only mode.</div>
 

File:Configuring DocuSign-SecurityGroups.png

2022-12-16T09:42:20Z

WikiSysop:

Using DocuSign

2022-12-15T05:05:59Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 

4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border">'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.</div>
3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border">5. Click Launch Signature Console. The DocuSign console page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Click Actions. A drop-down is displayed.</div> <div class="image-green-border">7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.</div> <div class="image-green-border">8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.</div>
9. Click Save. The settings will be saved.
<div class="image-green-border">10. Click the Document Settings icon in the right navigation pane. </div> <div class="image-green-border">11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.</div>
12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border">13. Click Done. The changes will be saved.</div> <div class="image-green-border">14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: [https:// https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign4.png|600px]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

Using DocuSign

2022-12-15T05:04:07Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 

4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 02.png" _fck_mw_origimgheight="592" _fck_mw_origimgwidth="1002" alt="7.16 Document Visibility 02.png" src="/ICIHelp8.2/images/2/21/7.16_Document_Visibility_02.png" style="vertical-align:middle;" title="7.16 Document Visibility 02.png" width="720" /></div>
'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.

3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 03.png" _fck_mw_origimgheight="609" _fck_mw_origimgwidth="1223" alt="7.16 Document Visibility 03.png" src="/ICIHelp8.2/images/7/7b/7.16_Document_Visibility_03.png" style="vertical-align:middle;" title="7.16 Document Visibility 03.png" width="720" /></div>
5. Click Launch Signature Console. The DocuSign console page opens.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 04.png" _fck_mw_origimgheight="573" _fck_mw_origimgwidth="929" alt="7.16 Document Visibility 04.png" src="/ICIHelp8.2/images/d/d9/7.16_Document_Visibility_04.png" style="vertical-align:middle;" title="7.16 Document Visibility 04.png" width="720" /></div>
6. Click Actions. A drop-down is displayed.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 05.png" _fck_mw_origimgheight="602" _fck_mw_origimgwidth="954" alt="7.16 Document Visibility 05.png" src="/ICIHelp8.2/images/3/33/7.16_Document_Visibility_05.png" style="vertical-align:middle;" title="7.16 Document Visibility 05.png" width="720" /></div>
7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 06.png" _fck_mw_origimgheight="878" _fck_mw_origimgwidth="859" alt="7.16 Document Visibility 06.png" src="/ICIHelp8.2/images/0/09/7.16_Document_Visibility_06.png" style="vertical-align:middle;" title="7.16 Document Visibility 06.png" width="720" /></div>
8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.

9. Click Save. The settings will be saved.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 07.png" _fck_mw_origimgheight="544" _fck_mw_origimgwidth="860" alt="7.16 Document Visibility 07.png" src="/ICIHelp8.2/images/7/73/7.16_Document_Visibility_07.png" style="vertical-align:middle;" title="7.16 Document Visibility 07.png" width="720" /></div>
10. Click the Document Settings icon in the right navigation pane. 
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 08.png" _fck_mw_origimgheight="636" _fck_mw_origimgwidth="1014" alt="7.16 Document Visibility 08.png" src="/ICIHelp8.2/images/8/8d/7.16_Document_Visibility_08.png" style="vertical-align:middle;" title="7.16 Document Visibility 08.png" width="720" /></div>
11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.

12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 09.png" _fck_mw_origimgheight="727" _fck_mw_origimgwidth="1091" alt="7.16 Document Visibility 09.png" src="/ICIHelp8.2/images/7/7d/7.16_Document_Visibility_09.png" style="vertical-align:middle;" title="7.16 Document Visibility 09.png" width="720" /></div>
13. Click Done. The changes will be saved.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 10.png" _fck_mw_origimgheight="543" _fck_mw_origimgwidth="858" alt="7.16 Document Visibility 10.png" src="/ICIHelp8.2/images/5/5f/7.16_Document_Visibility_10.png" style="vertical-align:middle;" title="7.16 Document Visibility 10.png" width="720" /></div>
14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.
<div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''</a>.

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: [https:// https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign4.png|600px]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

Using DocuSign

2022-12-15T05:03:04Z

WikiSysop:

= Using DocuSign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through Docu'Sign (or DocuSign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from DocuSign (or Adobe Sign).

2. '''Click '''Review Document. The Please review & Act on These Documents window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the I agree...check box''' '''and '''click '''Continue'''.'''This enables the Fields menu in the left panel.   
<div class="image-green-border">'''[[File:I agree.png|720px|RTENOTITLE]]'''</div> <div class="note-box">'''Note: If you are using Internet Explorer, '''click '''Allow at the tracking physical location message'''. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click '''Sign''' '''next to Signature. The Adopt Your Signature window is displayed if you are signing the document for the first time.
<div class="image-green-border">[[File:Sign1.jpg|720px|RTENOTITLE]]</div>
'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.

5. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div>
 

'''Note''': You cannot change the signature style once it appears on the document.

6. '''Click '''Finish. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An e-mail is sent to the internal signatory.

'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to Executed.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.

7. '''Verify''' your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the Draw tab to draw your own signature. '''Click''' Clear to clear the signature.

8. '''Click''' Adopt And Sign. The Signature and Initials appear on the document.

All Executed Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of DocuSign.

== Electronic Signature for Third Party Paper ==

Electronic signatures are done through DocuSign or (Adobe Sign). External signatories can choose one of these applications if they wish to do electronic signatures. 

To sign an Agreement electronically:

1. '''Open''' the e-mail you receive from DocuSign (or Adobe Sign).
<div class="image-green-border"><font face="Segoe UI">[[File:Signature mail.png|360px|RTENOTITLE]]</font></div>
2. '''Click '''Review Document. This opens the Please review & Act on These Documents window. 

3. '''Select '''the I agree...checkbox and click Continue. This enables the Fields menu in the left panel. 
<div class="image-green-border">'''<font face="Segoe UI">[[File:I agree.png|720px|RTENOTITLE]]</font>'''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, click Allow at the tracking physical location message.</div>
In the Fields menu, you can use the following options:

*Signature: Drag and drop your signature onto the document.
*Initial: Drag and drop your initials onto the document.
*Date Signed: Drag and drop the Date onto the document. Displays current date by default.
*Name: Drag and drop the Name box. Type your name into the box.
*Company: Drag and drop the Company box. Type the name of your company into the box.
*Title: Drag and drop the Title box. Type the title into the box.
*Text: Drag and drop Text box. Type additional text into the box.
*Checkbox: Drag and drop Checkbox into the document. 

4. '''Drag t'''he Signature onto the document. This opens the Adopt Your Signature window. Verify you full name, initials and signature. Your full name and signature appear as they were entered.
<div class="image-green-border"><font face="Segoe UI">[[File:Adopt your signature.png|720px|RTENOTITLE]]</font></div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' Internal Signatory can follow the above steps to sign the agreement electronically. Once signed, the status of the agreement changes to Executed.  A notification email is sent to the primary owner, internal signatory and external signatory.</div>
5. Verify your signature on the Select Style tab:

*'''Click''' Change Style to change the style of your signature and initials. This shows a list of alternate styles. Use the arrows to scroll through the signatures and select from the list of styles.
*Alternatively, '''click '''Draw tab to draw your own signature. ClickClear to clear the signature.

6. '''Click '''Adopt And Sign. The signature and initials appear on the document.
<div class="image-green-border"><font face="Segoe UI">[[File:Other actions.png|720px|RTENOTITLE]]</font></div>
7. '''Click''' theOther Actions menu.   

8. Select from the following options in the window that appears:

*'''Click''' FINISH LATER to save the document in its current state and finish the signing process at a later time.
*'''Click '''PRINT & SIGN to print the document and sign it in ink. After signing it, scan and upload or fax the document.
*'''Click''' ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

9. In the Assign to Someone Else window:

*Email Address for the New Signer: type the email address of the person you want to assign the envelope.
*New Signer's Name: type the name of the new signor.

Please provide a reason to Research Team for changing signing responsibility: type the reason for changing the signing responsibility.

10. '''Click '''ASSIGN TO SOMEONE ELSE. The new signatory and the original sender receive a notification with you in the Cc.

11. '''Click''' DECLINE TO SIGN to notify the sender that you refuse to sign the document and put in the reason for declining it in the Comment box. The comments can be seen under Notes on the Agreement Details Page.

12. '''Click''' FINISH to complete the signature process. You will receive a notification stating that your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

 

== Sending Associated documents for Signatures along with the main Agreement ==

ICI allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures via DocuSign, after adding the signatory tags. The Signatories can not only view but also sign these Associated Documents. Thus, the signatory can have all the information required to sign the Agreement at once, so that they do not need to download each of the associated documents separately to find the required information. 
<div class="note-box">
'''Note:''' DocuSign supports only .pdf and .docx format. 

This feature is also supported by Adobe Sign. The file formats supported in Adobe Sign are: .pdf, .docx, .jpeg and .png. 
</div>
To select and share Associated documents with the Agreement for e-signature using DocuSign: <br/> 1. Ensure that you have a script type of Attribute DocuSignAssociatedDocuments in the Contract Type. <br/> 2. '''Open''' the Agreement with the Associations to be sent for signature using DocuSign. 
<div class="image-green-border">3. '''Click '''the View Document icon to preview the Association.</div> <div class="image-green-border"> </div> <div class="image-green-border"> [[File:Docu Sign A.png|600px|Docu Sign A.png]]</div>
4. '''Click''' Split View  to view the associations to verify the ones that you want to send. Only Associations which are in the .pdf and .docx format can be previewed. If you try to preview a document in any other format (for example, XLSX), then a message will be displayed that the format is not supported. 
<div class="image-green-border">[[File:Docu Sign B.png|600px|Docu Sign B.png]]</div>
5. '''Click''' the Upload Document button.
<div class="image-green-border">[[File:Docu Sign C.png|600px|Docu Sign C.png]]</div>
<br/> 6. '''Click '''Select File in theUpload Document window to upload a file to the association. 
<div class="image-green-border">[[File:Docu Sign D.png|500px|Docu Sign D.png]]</div>
 
<div class="note-box">'''Note:''' You can associate Masterdata Contract Types and create instances for the Masterdata Contract Type. You can also associate peer associations. However, only the Association instances that contain .pdf and .docx files are displayed. Other formats are not supported when using DocuSign and cannot be previewed.</div>
7. '''Click''' the Send For Approval button to send the Agreement for approval.
<div class="image-green-border">8. '''Click''' the Send for External Signature button to send the Agreement with associated documents for e-signatures using DocuSign. The DocuSign Mail Details window opens. This option is available only if the DocuSign Associated Document attribute is configured at the Agreement Contract Type level.</div> <div class="image-green-border">[[File:Docu Sign E.png|500px|Docu Sign E.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once you read DocuSignMail Details content, proceed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:DOcu Sign F.png|500px|DOcu Sign F.png]]</div> <div class="image-green-border"> </div>
10. Fill in the necessary details. '''Click '''the Attachment icon. The Send For signature window opens. This displays Association instances for Parent as well as peer association that contain the DocuSign Associate Documents script attribute.

11. '''Select''' the required associations from the list. The Signatories defined for the Main Agreement are applicable for its Associated Documents too. Signatories can sign the Parent-Child type of Associations along with the main Agreement Document . If signature tags are not present in any of the Parent-Child Association, then signing is not mandatory.
<div class="image-green-border">After signing, Version and History of only the signed Parent Child Association and main Agreement is uploaded and generated with name of the last signatory. <br/> The tags for Peer Association don't get render and the version doesn’t get synched back. Status of Parent Child Association does not change irrespective of the action taken by signatories. After the agreement is executed, only the signed copy of the Agreement gets uploaded.</div>
 

== Appending the DocuSign Certificate of Completion in the Executed Agreements  ==

DocuSign creates a Certificate of Completion at the completion of the signature process. Users can obtain this certificate from the DocuSign portal. It provides details of each signatory on the agreement document, including the signatory IP address, signatory image, key event timestamps, and so on. It helps users to resolve objections that customers may have regarding transaction rejections.

ICI allows users to append the DocuSign Certificate of Completion to the final executed agreement, so that it could be retained for the lifecycle of the contract. This is achieved by a technical Configure which when enabled, the Certificate of Completion will be appended to the final executed PDF agreement and synced back to ICI. By default, the setting is disabled.

'''DocuSign Limitation:'''<br/> While attaching the Certificate of Completion to the main agreement, all the associated documents get attached to the main agreement within the DocuSign envelope. Hence, when using the Certificate of Completion and Document Bundling features in a single implementation, the associated documents will also be appended to the main agreement document file from DocuSign.
<div class="note-box">'''Note: '''Ensure that ONLY one of these features - either Certificate of Completion or Document Bundling - is enabled using ICI settings. As these are mutually exclusive features, if both are enabled then they will not work as expected. </div>
 

 

== Sending an Agreement for Parallel Signatures using DocuSign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using DocuSign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**Select Parallel Signatory From Attribute: Parallel signatory is selected from the User Attribute
**Require Approval From By Condition: User selects signatory on the Rule Configure page which will be considered as the parallel signatory during Agreement signing

To set up parallel signatories using DocuSign:  

you can create a rule or select a rule to edit.

1. On the Home page, '''click''' Configure > Rule > Rules. The Rules index page opens.
<div class="note-box">'''Note: '''You can create a rule or select a rule to edit.</div>
2. '''Click''' the Edit icon. This opens the Edit Rule page.

3. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 4. '''Click''' Next. This opens the Build tab to add rules and actions to define the rule you want to define.<br/> 5. '''Click''' the Add Rule button.<br/> 6. '''Add''' '''Conditions''' for your Rule. <br/> 7. '''Click''' Add Condition if you want to add more conditions to the rule. <br/> 8. '''Click''' Add Group if you want to define the group for whom the conditions apply.<br/> 9. '''Click '''the Select Action field in theActions section. The following actions are available in the drop-down to define the type and sequence of approval:

*Require Approval From: Select one signatory to approve the Agreement
*Require Signature in Parallel From: Select multiple signatories to approve the Agreement based on the applied conditions 
*Select User From Attribute: Select the step number for the signatory to sign Agreement
*Select Parallel Signatory From Attribute: Select the step numbers for the signatories to sign the Agreement in Parallel

10. To select multiple signatories, select the Require Parallel Signatory option from the Action drop-down. Two new fields are added: Step Number and Signatory Order. You can now define multiple signatories at the same step number and different signatory order, as required.
<div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the Add button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.

15. '''Select''' the Actions for the second external signatory:

*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.

16. '''Click '''Next. The Rule Summary page opens providing details of the rules defined.

17. '''Click''' Update to save the defined rules. The Rule Updated Successfully message is displayed.<br/> 18. '''Click '''OK. You can view the status and of the Agreement on the Agreement Details page. 

19. '''Click '''the Send for Approval button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from DocuSign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be Waiting for External Signature from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the Version tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the Approved status.

== Enabling document visibility ==

To enable document visibility:

1. Log in to DocuSign using credentials with administrator privileges.

2. Click on Settings. The Sending Settings tab is displayed.

3. Under Document Visibility section, select the option Sender can set "must sign to view unless sender". 
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 01.png" _fck_mw_origimgheight="763" _fck_mw_origimgwidth="935" alt="7.16 Document Visibility 01.png" src="/ICIHelp8.2/images/f/f9/7.16_Document_Visibility_01.png" style="vertical-align:middle;" title="7.16 Document Visibility 01.png" width="720" /></div>
4. Click Save. The settings will be saved. 

To set document visibility for an agreement:

1. Click “Send for Signature” on the agreement Details page. The DocuSign Mail Details popup window is displayed.

2. Click the search icon corresponding to the Attachments field. The agreement document and the list of associations are displayed.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 02.png" _fck_mw_origimgheight="592" _fck_mw_origimgwidth="1002" alt="7.16 Document Visibility 02.png" src="/ICIHelp8.2/images/2/21/7.16_Document_Visibility_02.png" style="vertical-align:middle;" title="7.16 Document Visibility 02.png" width="720" /></div>
'''Note''': Only associations of parent-child type are displayed here. These associations must have “DocuSignAssociatedDocuments” attribute in the contract type.

3. Select the associations you want to send with the agreement for signature.

4. Click Select. The selected agreement and association documents are added to the attachments.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 03.png" _fck_mw_origimgheight="609" _fck_mw_origimgwidth="1223" alt="7.16 Document Visibility 03.png" src="/ICIHelp8.2/images/7/7b/7.16_Document_Visibility_03.png" style="vertical-align:middle;" title="7.16 Document Visibility 03.png" width="720" /></div>
5. Click Launch Signature Console. The DocuSign console page opens.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 04.png" _fck_mw_origimgheight="573" _fck_mw_origimgwidth="929" alt="7.16 Document Visibility 04.png" src="/ICIHelp8.2/images/d/d9/7.16_Document_Visibility_04.png" style="vertical-align:middle;" title="7.16 Document Visibility 04.png" width="720" /></div>
6. Click Actions. A drop-down is displayed.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 05.png" _fck_mw_origimgheight="602" _fck_mw_origimgwidth="954" alt="7.16 Document Visibility 05.png" src="/ICIHelp8.2/images/3/33/7.16_Document_Visibility_05.png" style="vertical-align:middle;" title="7.16 Document Visibility 05.png" width="720" /></div>
7. Select Advanced Options from the drop-down. A pop-up window is displayed with settings related to Recipient Privileges, Reminders, Expiration and Comments.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 06.png" _fck_mw_origimgheight="878" _fck_mw_origimgwidth="859" alt="7.16 Document Visibility 06.png" src="/ICIHelp8.2/images/0/09/7.16_Document_Visibility_06.png" style="vertical-align:middle;" title="7.16 Document Visibility 06.png" width="720" /></div>
8. Under Recipient Privileges section, select Recipients must be signers to view signed documents.

9. Click Save. The settings will be saved.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 07.png" _fck_mw_origimgheight="544" _fck_mw_origimgwidth="860" alt="7.16 Document Visibility 07.png" src="/ICIHelp8.2/images/7/73/7.16_Document_Visibility_07.png" style="vertical-align:middle;" title="7.16 Document Visibility 07.png" width="720" /></div>
10. Click the Document Settings icon in the right navigation pane. 
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 08.png" _fck_mw_origimgheight="636" _fck_mw_origimgwidth="1014" alt="7.16 Document Visibility 08.png" src="/ICIHelp8.2/images/8/8d/7.16_Document_Visibility_08.png" style="vertical-align:middle;" title="7.16 Document Visibility 08.png" width="720" /></div>
11. Select Document Visibility. A table is displayed with each document and the corresponding recipients.

12. Select the Visible checkbox to show the document to the corresponding recipient. If a checkbox is left blank, the document will not be visible to the corresponding user.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 09.png" _fck_mw_origimgheight="727" _fck_mw_origimgwidth="1091" alt="7.16 Document Visibility 09.png" src="/ICIHelp8.2/images/7/7d/7.16_Document_Visibility_09.png" style="vertical-align:middle;" title="7.16 Document Visibility 09.png" width="720" /></div>
13. Click Done. The changes will be saved.
<div class="image-green-border"><img _fck_mw_filename="7.16 Document Visibility 10.png" _fck_mw_origimgheight="543" _fck_mw_origimgwidth="858" alt="7.16 Document Visibility 10.png" src="/ICIHelp8.2/images/5/5f/7.16_Document_Visibility_10.png" style="vertical-align:middle;" title="7.16 Document Visibility 10.png" width="720" /></div>
14. Click Send to send the agreement for signature. The agreement is sent for signature and the agreement workflow continues as usual.
<div class="note-box">'''Note''':</div>
*<div class="note-box">All the documents are always visible to the sender.</div>
*<div class="note-box">If a signer has a field associated in the document, the document will always visible to that signer. </div>
*<div class="note-box">By default, visibility for all documents is on for the recipient in the CC field; this can be set to off if required.</div>
*<div class="note-box">If no signature field is present in a document, then all recipients can view the document by default; this can be set to off if required.</div>
*<div class="note-box">If a document has signature fields added, then the visibility is automatically limited to only those recipients with fields placed anywhere on that document.</div>

More information on some unique limitations and requirements for document visibility can be found <a alt="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" href="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]" title="[https://support.docusign.com/en/guides/ndse-user-guide-document-visibility https://support.docusign.com/en/guides/ndse-user-guide-document-visibility]">'''here'''</a>.

== Configuring DocuSign ==

'''Creating the Application '''

1. Log on to '''DocuSign '''account. [https://account-d.docusign.com https://account-d.docusign.com]

'''Note''': It is recommended to create own application and not modify or use the existing. 

2. Click '''Settings'''. 
<div class="image-green-border">[[File:Configuring DocuSign.png|720px|Configuring DocuSign.png]]</div>
3. Click '''Integrations '''and then click '''Connect'''. 

4. Click '''Add Configuration '''and then click '''Custom'''. 
<div class="image-green-border">[[File:Configuring DocuSign1.png|720px|Configuring DocuSign1.png]]</div>
5. Setup the following values: 

*Name: Add name as per user choice. 
*URL to publish: [https:// https://]<cname>/ESignCallBack/Initiate

[[File:Configuring DocuSign2.png|720px|Configuring DocuSign2.png]]
<div class="image-green-border">[[File:Configuring DocuSign10.png|720px|Configuring DocuSign10.png]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
 On upgrading to ICI 8.1. , connect with REST V2.1 is also supported along with legacy configuration. It is recommended to use REST V2.1 settings in connect for Data format.
<div class="image-green-border">[[File:Configuring DocuSign4.png|600px]]</div>
 
<div class="image-green-border">[[File:Configuring DocuSign6.png|600px]]</div>
 

'''Creating Keys '''

1. Select '''Apps and Keys '''
<div class="image-green-border">'''[[File:Configuring DocuSign7.png|500px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign8.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-GeneralInformation.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign9.png|720px]]'''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''[[File:Configuring DocuSign-Key Repair.png|720px]]'''</div>
2. Click +'''Generate RSA '''to generate the key and post it in notepad to avoid any special character. 

Paste the value of Private Key to the ESign.ClientSecret

 
<div class="image-green-border">[[File:Configuring DocuSign-Account Information.png|720px]]</div>
1.    "ESign.ApiKey": "89fcd122-3d15-4269-a4de-92215835bb00",<br/> 2.    "ESign.ClientId": "2cb6be73-5168-4b8f-8a5b-3e9d8830af45",<br/>  

'''Related Topics:''' [[Agreement_Management|Agreement Management]] |  [[Configure|Configure]] | [[Integrations|Integrations]] | [[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] |

File:Configuring DocuSign-Account Information.png

2022-12-15T05:02:29Z

WikiSysop:

File:Configuring DocuSign-Key Repair.png

2022-12-15T05:01:10Z

WikiSysop: