docusign2-1apis
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DocuSign 2.1 APIs

Stable version 1.0.8 (Compatible with OutSystems 11)
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 on 05 July 2023
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docusign2-1apis

DocuSign 2.1 APIs

Documentation
1.0.8

API Method DocuSignCreateCustomEnvelopes is Added to Create Envelop using Template along with Dynamic fields on the document that needs to be filled on run time.

- ClientUserId - It is mandatory to use when using Docusign API using Template.

- RoutingOrder - It can be sued if multiple signers need to sign the Document sequentially.

- Tabs         - This field can be used to populate Custom Fields/Data Labels (Dynamic fields) on the Document that needs signing.


Action CreateSendEnvelopesByTemplateV2 is Added to Call DocuSignCreateCustomEnvelopes API Methods

and also a few structures are added as required.


1.0.7

Help on "How to get Key Pair files" after opening the CMD from the previous documentation

  • Open CMD in the location recommended and run the command “openssl genrsa -aes256 -out my_private_key.pem 2048” and set a password.

  • Then run the command “openssl rsa -pubout -in my_private_key.pem -out my_public_key.pem” and set the same password.

  • After that make sure these files are created in your location. You will need them in the Docusign Configurator component and in the DocuSign setting

 



1.0.2

How to configure Docusign


To configure the OAuth2.0 with JWT for the new Rest Apps, first you need to make sure you have an organization configured on your Docusign developer account. If you don’t, please follow the following steps:


  1. Click on Get Started to create your organization

  2. Give a name to your organization

  3. Link and account

  4. After that you’ll be redirected to your Docusign Admin dashboard.


To configure a new App to integrate with Outsystems follow the steps below:


  1. Go to your Apps and Keys. If you need to switch from your Admin Dashboard to your esignature admin go to Accounts

  2. On your esginature admin dashboard go to Apps and Keys in the Integration section

  3. In here you can already get your UserId and your AccountID. Click on “Add app and integration key”

  4. Give a name to your integration App. Upload a RSA key. If you are using the Docusign Configurator and you have uploaded the file, you can get the Key text from there

  5. If the upload was successful, you will have one RSA Keypair uploaded

  6. In the additional settings, add an URI to your environment. Make sure this uri is the same as you put on the site properties of the component. This URI is only used in the activation url

  7. Click Save and you’ll have your integration configured. Put the Integration Key on the site property of the component.

  8. No go to your Docusign Admin dashboard. Click in the “Switch To” button and click on the Docusign Admin

  9. Select “Connected Apps” and click on “Authorize Application”

  10. Select the app you have created and put the scopes “signature”. It is the scope configured for the component. If you need other scopes you need to edit the component

  11. Follow the rest of the instructions on the Docusign configurator. Don’t forget to access the link given in the configurator in order to activate the user for that app on docusign


How to get Key Pair files


Windows : 


  1. Go to http://gnuwin32.sourceforge.net/packages/openssl.htm and download the Zip with the binaries

  2. Unzip the SSL tool. Open the CMD on the location of the Bins

  3. Run the following commands:
    openssl genrsa -aes256 -out my_private_key.pem 2048
    openssl rsa -pubout -in my_private_key.pem -out my_public_key.pem

  4. A password will be prompted for the Private Key. Be sure to put one in.

  5. The key files will be generated with the name you choose on that bin folder. You can upload them in the Docusign Configurator


Mac:

  1. ssh-keygen -t rsa -m pem -f MyKey_private.pem
    A password will be prompted for the Private Key. Be sure to put one in.

  2. ssh-keygen -f MyKey_private.pem -e -m pem > MyKey_public.pem




1.0.1

Setting up the DocuSign credentials

Before you can use the DocuSign connector you must create an account with DocuSign and generate an Integration Key. You can do this on their Sandbox: https://developers.docusign.com/

Once you've done that, you'll need the following details to input into the DocuSign connector in Service Center:

  • Username
  • Password
  • API Account ID
  • Integration Key


The following page can be found under Admin > API and Keys.


Once that is done, open the DocuSign connector module in Service Center and navigate to the Site Properties as shown below. Enter the values you collected from the DocuSign Sandbox.


You are now all set to use the DocuSign connector. Try it out with the demo app provided!