Seamless DocuSign eSignature Integration in Pega Constellation

User Experience Knowledge Share
1

Integrate DocuSign eSignature into your application to lower operational costs and give customers a faster, more convenient way to sign and send transactional documents.

By handling documents electronically, you avoid printing, signing, and scanning, while taking advantage of these DocuSign capabilities:

  • Add digital signatures to Pega workflows using a dedicated SmartShape
  • Create signing requests via the DocuSign API
  • Track whether a document has been viewed or signed
  • Access signed documents along with their PDF completion certificate

Pega seamlessly embeds DocuSign to securely capture digital signatures and accelerate case processing. For example, see how Pega case management integrates with DocuSign to obtain eSignatures quickly and safely.

How it works: After installing the DocuSign component in Pega, you can connect document processing to a case type through a SmartShape. This shape triggers processing through a REST service that DocuSign calls on document events—such as when a recipient signs or rejects—and the service attaches processed documents to the case.

Business impact: With DocuSign integrated into a Pega application, a customer service representative in financial services can complete a credit card application in a single call, instead of the traditional multi-day send–sign–return cycle.

Important: Pega Platform supports DocuSign eSignature API versions 2.0 and 2.1.

Note (lab instance limitation): Because this lab environment doesn’t support external DocuSign callbacks/webhooks, the completed, signed document and its PDF certificate are not automatically attached to the case for this demo. In a production setup, the service attaches processed documents to the case upon completion.

High level Steps:

  • Download the Marketplace component
  • Create a developer account in Docusign to get the Account ID, Client ID and secret, Keys, etc..
  • Configure the Docusign smart shape in the Flow based on your requirement.
  • Configure the Authentication Profile and Token in Pega
  • Configure the required changes in pyMainMenu
  • Configure the Application Settings for the following items,
    • pyDocuSignAuthProfile
    • pyDocuSignAuthenticationBaseURL
    • pyDocuSignAccountID
    • pyDocusignBaseURL
  • Configure the Data transforms
    • pyPrepareNewEnvelope
    • pyAssignRecipientsToEnvelope

Please find the below documenation for more detailed steps: Pegasystems Documentation

Demo:

https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6388946336112

Advanced features - Advanced Capabilities in Pega Docusign Integration

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3 Likes
Constellation 101
2

Hello @RameshSangili

Does the pega docusign component support the API calls needed for embedding the docu sign pdf in pega screens in constellation itself without going the way of emails and links ?

Is it really possible for embedded docu sign in Constelation ? If yes what could be the possible approaches ?

Thanks in advance

JC

3

The primary goal for DocuSign is to capture signatures from external users. Sorry, I can’t think of use cases why we need to embed the Docusign as part of the Pega Constellation.

4

@RameshSangili The pain point here is that user do not want to move out of pega and sign the document by going through email links and redirected to another domain.

Within pega if we can have the document embedded for signing and after the signing is done, document should be attached to the case. This will save some clicks and have a focused experience to the user.

Hope this explanation helps.

Regards

JC

5

Thanks JC!

That helps a lot!

I think with custom DX Components that you can embed the Docusign into Pega application.

1 Like
6

Yes @RameshSangili, I have started looking into it and progressing fast with the component development by using DocuSign JS SDK api. I will post the update once i am done with the component. Might help the applications which are already using docusign in traditional UI and are ready to migrate or migrating to constellation

Regards

JC

1 Like