Initiate a Docusign Request

0
votes

I'm fairly new to Docusign and have a fairly basic question.

Assume I have my Integrator Key, etc. already set up.

A user will select a file in my application and then select "Send for signature," and all my application will do is initiate the esignature process and send the file to Docusign. My application won't know whose Docusign account it is or who the recipient(s) will be.

Then a new window (or an iframe) will appear, hosted by Docusign, where the user will be asked to enter their Docusign username and password (or to register if they don't have an account), and then the user will complete the rest of the process (identify the signature block, indicate who needs to sign, etc.)

This is similar to how Box.com integrates with Docusign. Most of the API calls I have seen request the recipient's information. All I will have is the file itself, and the information that identifies my application making the call.

1
docusignapi

1 Answers

2
votes

This seems like a very generic question on how to build a workflow.

If you're only sending a few different documents to random recipients, then PowerForms sounds like it'd fit your need and it doesn't require programming (it's a DocuSign Premium Feature).

If you want to build out your own Integration, then the functionality can expand to whatever your needs may be.

DocuSign Developers Center

To get information on where to start with your own integration, I'd start in the DocuSign Developers Center. From there you can click on First API Call and see how to make API calls with your integrator key.

There is also examples on the API Walkthroughs Page on how to send a document for signature via the API in a variety of sample languages.