We have successfully integrated DocuSign with Pega using the OOTB “Send via DocuSign V2” component, and currently documents are sent to recipients via email for signing.
Now we have a requirement to implement Embedded Signing (In-App Signing) so that the user can sign the document directly inside the Pega application without receiving an email.
We reviewed the DocuSign guide for embedded signing:
https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-in-app-embedded/
In the standard Pega implementation:
-
The class
Pega-Int-DocuSign-Recipientsdoes not contain a property forclientUserId -
The data transform
pyAssignRecipientsToEnvelopeonly supports email-based signing -
We are unsure how to generate the Recipient View URL (
/views/recipient) using the OOTB component.
Questions:
-
What is the recommended approach to enable DocuSign Embedded Signing while using the OOTB Send via DocuSign V2 component?
-
Should we extend the existing implementation by adding
clientUserIdand calling the Recipient View API via a custom REST connector? -
Is there any OOTB rule or configuration in Pega that supports embedded signing with DocuSign?
Any guidance or recommended approach would be appreciated.