DocuSign integration - installation

DocuSign is a service provider that allows FIs to request e-signature by sharing the files and documents with the borrower. The digital signatures using DocuSign are used for the Salesforce app with DocuSign Portal. The document shared is primarily generated by document generation services such as CSI for designing the recipient's email address. Signers can be borrowers, co-borrowers, or guarantors. When a request for an e-signature is sent, an envelope ID is generated that indicates the request is sent and the document is acknowledged. 

Configuration

To be able to start using the integration between Q2 Origination and DocuSign, configure the following:

1. Activate DocuSign integration.

2. Create a Salesforce connection from DocuSign.

3. Create Named Credentials instance.

4. Update Account ID and Integrator Key.

5. Unpack the Skuid pages. 

Activate DocuSign integration

Prerequisites

Before you proceed to activate the DocuSign integration, ensure that the following prerequisites are met:

• The DocuSign package is installed. 
  

• The documents required to be signed are generated.

  Note:

  These documents contain an anchor tag and recipient information that tells which recipient needs to sign in which place.
  

Steps 

To activate the DocuSign integration:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) >  CL Integration Framework.

3. Select  , and go to Integration Configuration Setup >  style="text-align: left;" Activate/Deactivate Provider.
   

   
   

4. On the Provider Action Details page, select the record that contains Integration Family Name as E Sign,Provider Name as Docusign, and Integration Api Type as Create Envelope, and then select  Save.

Create a Salesforce connection from Docusign 

Prerequisites

Before you proceed to create a Salesforce connection from DocuSign, ensure that the following prerequisites are met:

• The DocuSign integration package is installed. 

• The DocuSign integration is activated on Salesforce.                      

Steps

To create a Salesforce connection from DocuSign:

1. Log in to the DocuSign Account using the login credentials provided by DocuSign. 

2. Go to Settings >  Integrations, and select Connect.

   Note:

   If the Salesforce org is connected with Docusign and has to be reconfigured with a new Salesforce org, select Reconfigure Login on Salesforce and configure. 
   

3. Select the Salesforce environment, and specify the Salesforce Username and Salesforce Password.

4. Append your security token to your password for Salesforce configuration. 

   Note:

   The security token changes when the password is changed. For additional details, see https://help.salesforce.com/articleView?id=sf.user_security_token.htm&type=5.

5. In the System Settings section, select the following options:
   

   

6. In the Associated Users section, select All users (includes new users).

7. In the Connect Objects section, select Salesforce Object from the available options: 

   
   

8. In general settings, select Completed envelope only.  
   

   1. In the Attachments section, select Attach DocuSign Envelopes.

   2. Select Filename and Contents.

   3. Select Completed envelope only, and select SAVE. 
      

      
      
      

9. In the Trigger Events section, select the options as applicable, and then select Save.
   

   Envelope Signed/Completed triggers are used to get signed documents from DocuSign.
   

   
   

10. Go to Integrations > Apps and Keys.
    

    In the Apps and Integration Keys section, the list of associated applications is displayed.
    

11. Copy Integration Key and API Account ID.

    Note:

    If you are setting up a connection with Salesforce for the first time:

    1. Select Add App and Integration Key. 
       

    2. Specify the App Nameand select Create App.
       

    3. Specify the required details. 
       

    4. Select Save.

12. Log in to your Salesforce org.
    

13. Go to  App Launcher > Integration Configuration Setup >  Integration API Configuration.
    

    The API Configuration Names list is displayed. 
    

14. Select  Create Envelope, and go to the Details section. 
    

    Update the API endpoint with the copied API Account ID and Additional Header Parameters, and then select Save.
    

    Note:

    API Account ID Format: { "X-DocuSign-Authentication": "{\"Username\":\"{!$Credential.UserName}\",\"Password\":\"{!$Credential.Password}\",\"IntegratorKey\": \" xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxx\"}"}   
    API Endpoint Format: {restapi/v2.1/accounts/ xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxx/envelopes

Create named credentials instance

To enable the Salesforce org to communicate with DocuSign, a named credential instance named Docusign is created in the user's org.

Prerequisites

Before you proceed to add named credentials, ensure that the following prerequisites are met:

• The DocuSign package is installed.

• DocuSign Named Credentials name is updated in DocuSign Integration API Configurations.                             

Steps

To add named credentials:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) >  Q2 Origination. 

3. Select (Setup), and then select  Setup.
   

4. In the  Quick Find box, search for Named Credentials, and select it.

5. Select New.
   

6. Provide the details as described in the following table, and then select Save:
   

   Field Name	Action and Information
   Name	Specify the label name of the named credentials as Docusign to associate it with DocuSign.
   Label	The label is the name of the named credentials by default. You can further edit or rename the it.
   Username	Specify the DocuSign account username.
   Password	Specify the DocuSign account password.
   URL	Specify https://account.docusign.com/ to connect with DocuSign.
   Identity Type	Select Named Principal.
   Authentication Protocol	Select the authentication type as Password Authentication.
   Callout Options	Select the following callout option: Allow Merge Fields in HTTP Header

Unpack skuid page

Prerequisites

Before you proceed to unpack Skuid packages, ensure that the following prerequisite is met:

• The Skuid extension and Skuid package are installed.

Steps

 To unpack the Skuid page:

1. Log in to your Salesforce account.
   

2. Go to  (App Launcher) > Skuid. 
   

3. Go to the  Pages tab.
   

4. From the + Create New Pagelist, select Unpack Pages from Page Pack.
   

   The list of unpacked Skuid pages is displayed. 
   

5. From the list of Skuid pages displayed, select the Skuid pages CLSNGUIPages and  CLINTsEsign_Docusign to be unpacked, and then select Unpack.